WS #9921
No material new developments in the last 30 minutes. The dominant narrative of Ukrainian drone strikes on Russian oil infrastructure remains stable, with no new corroboration or escalation. BOJ and German bank commentary are stale. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Ukrainian drones strike Moscow Oil Refinery, damaging key processing unit
- BOJ raises rates to 1%, highest since 1995; Uchida signals reduced downside risks
- Germany rejects UniCredit's €39 billion Commerzbank offer
- JPMorgan plans Chase expansion into Europe's largest markets
- Qatar plans rapid LNG restart after Strait of Hormuz reopening