WS #10779
No material new developments in the last 30 minutes. The dominant narratives from the previous window (US trade war escalation, Iran oil de-escalation, Israel-Lebanon framework) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Trump threatens 100% tariff on countries with digital services taxes on US companies
- Oil prices tumble as Strait of Hormuz disruptions ease, Brent down 10% on week
- Israel and Lebanon reach framework agreement, Declaration of Intent to be signed
- OpenAI limits GPT-5.6 rollout to trusted partners at US government request; IPO delayed to 2027