WS #2579

The primary market-moving signal in this data dump is a significant de-escalation in the US-Iran conflict, directly contradicting the previous 48-hour ultimatum narrative. Multiple sources (pro-wire, gdelt.global) report that President Trump has announced a five-day pause in attacks on Iranian power plants and energy infrastructure, citing 'very good and productive talks' with Iran. This development is corroborated by reports of major indices trading higher following the announcement, indicating immediate positive market reaction. The shift reduces immediate war risk, likely easing upward pressure on oil prices and benefiting risk assets. Secondary signals include a deadly runway collision at LaGuardia Airport expected to disrupt US air travel for days, which could impact airline stocks and travel-related sectors. Additionally, Goldman Sachs has revised its oil price forecasts upward due to the Strait of Hormuz closure, predicting Brent could average $110 in March-April with peaks at $135, directly affecting energy markets. Corporate developments such as Cabaletta Bio's better-than-expected Q4 earnings and Two Harbors Investment Corp. receiving an unsolicited bid at $10.75 per share provide specific ticker-level catalysts, though these are overshadowed by the geopolitical news.