WS #6942

The dominant signal in this window is the escalation of the US-Iran conflict, with multiple sources reporting that US forces disabled two Iranian-flagged tankers in the Gulf of Oman, Iran threatens retaliation, and a ceasefire is under strain. This is corroborated by a Pimco warning that the war could prompt the Fed to raise rates, countering the prevailing rate-cut narrative. Separately, Trump Media reported a massive $405.9M loss on only $871K revenue, a negative signal for DJT. The Iran situation is ESCALATING, with new military actions and threats. The Pimco warning is a key counter-signal to the dovish Fed thesis, potentially pressuring growth stocks and benefiting energy. The Trump Media loss is a standalone negative for DJT. Other items (Alphabet/Nvidia, UK politics, hantavirus) are noise or stale.