WS #7801

The dominant signal in this window is the confirmation that former Cuban President Raul Castro is being indicted for murder in the United States, corroborated by multiple social media sources and a Seeking Alpha article on Sherritt International selling its controlling stake to avoid US sanctions. This marks a dramatic escalation in US-Cuba tensions, following the earlier oil blockade and reports of US surveillance aircraft near Cuba. Separately, Trump stated the US is in the 'final stages' of Iran negotiations, which triggered a Treasuries rally and is a potential counter-signal to the prevailing geopolitical risk narrative. Meta CEO told employees he does not expect more company-wide layoffs this year, a positive signal for META that contradicts the broader tech layoff narrative. The dominant narrative is ESCALATING on US-Cuba tensions, with a partial de-escalation signal on US-Iran talks.