WS #10034

The dominant signal in this window is the escalating US-Iran peace deal narrative, with multiple sources reporting that the signing of the Memorandum of Understanding (MOU) may be moved up to Wednesday (today) instead of Friday. Trump made several statements: the deal is a 'wall to a nuclear weapon', Iran can access $300B fund only if they behave, and he thanked Putin and Xi for neutrality. A leaked 14-point draft outlines ceasefire, reopening of Strait of Hormuz, and $300B reconstruction plan. This is corroborated by Reuters, Al Jazeera, Bloomberg, and multiple Bluesky accounts. The narrative is ESCALATING as the signing date accelerates. Counter-signal: Trump also threatened military action if Iran does not comply, and Iran launched drone attacks on commercial vessels in Hormuz overnight, testing the deal's limits. Separately, a dark pool trade of 600,000 shares of QQQ ($439.94M) was detected, indicating large institutional positioning. Other notable items: NSE India filed for IPO (up to 148.9M shares), Papa John's rose 6% on take-private financing report, and Fermi soared 13.4% on OpenAI speculation. The Ebola outbreak in DRC is worsening (837 cases, 196 deaths) but has limited US market impact. The US-Iran deal remains the highest-significance development with broad market implications for energy, defense, and indices.