WS #10245

The data window is dominated by sports betting noise (Polymarket trades for Brazil vs. Haiti, MLB, etc.) and routine PR news. The only potential market-moving signals are: (1) A Bloomberg report that a tanker in the Persian Gulf resumed its voyage to Hormuz after a U-turn, suggesting de-escalation in the Strait of Hormuz tensions, which could dampen oil supply fears. (2) A claim on Bluesky that Eli Lilly hit a $1T valuation on a record GLP-1 quarter, though this is unconfirmed and may be stale. (3) A Guardian article confirming the first H5N1 bird flu case in Australia, which could impact poultry and vaccine stocks but is likely low significance for US markets. The dominant theme is STABLE with no escalation.