Morning Blast - 28th April: Three dissenters, one Strait, and a trillion-dollar haircut

Ryan and Michael Brown on a Tuesday tape that came in three layers. The Bank of Japan held at 0.75 percent, but three of the nine wanted to hike and the inflation forecast just got rewritten upward.   OpenAI quietly cut its compute target from 1.4 trillion dollars to 600 billion, and the Microsoft deal got revamped into the bargain. And the Middle East stayed quieter than it has done in weeks, which is its own signal. Plus a proper rant on Rachel Reeves' rumoured rent freeze, a side trip into yen intervention mechanics, and Clive Lambert at with the levels that matter.