WS #10004

The dominant signal in this window is the continued oil price slide below $80 as the US-Iran deal takes shape, with Bloomberg reporting oil headed for the longest losing run in 10 months on expectations of Strait of Hormuz reopening. This is corroborated by multiple Bloomberg headlines and Polymarket trades on Iran-related outcomes. The UK inflation data (steady at 2.8%) is confirmed by Bloomberg and Seeking Alpha, reinforcing the dovish BoE narrative. A Ukrainian drone strike halted operations at Moscow's main oil refinery (Kapotnya), per Reuters and multiple OSINT sources, which could tighten Russian fuel supply. HSBC and Google Cloud announced a transformative AI banking partnership, potentially bullish for GOOGL and HSBC. Salesforce rolled out a new Slack AI agent, intensifying competition with Microsoft and Google in workplace AI. The G7 summit continues with AI CEOs attending, signaling growing geopolitical influence of tech. The B-52 crash from the previous window is not mentioned again, so it is not carried forward. The Iran deal narrative is ESCALATING with oil price implications becoming more concrete.