WS #7588

The data window is dominated by noise (Polymarket sports bets, weather predictions, and generic social media posts). However, several actionable signals emerge: (1) Ukraine launched a massive drone attack on Russia, hitting oil refineries in Moscow and Yaroslavl, which is corroborated by multiple sources and has already pushed oil prices up over 1% in early trading. (2) The Iran-US war remains in stalemate, with Trump issuing new threats and Strait of Hormuz traffic down ~90%, sustaining elevated oil prices. (3) A new development in the Ebola outbreak: at least one American in Congo may have developed symptoms, raising biosecurity concerns. (4) The NextEra-Dominion $66B deal and Arm antitrust probe are rehashed from prior windows and not new. (5) Stock futures are slightly lower (S&P -0.2%, Nasdaq -0.2%) as oil and yields weigh. The dominant narrative is ESCALATING on the Ukraine-Russia energy infrastructure war, which directly supports oil prices and defense stocks.