WS #10251

The data dump is overwhelmingly dominated by Polymarket sports betting and crypto trading noise, with no material new market-moving developments. The only signal of note is a CNBC report that Israeli strikes on south Lebanon killed at least five despite a ceasefire, which escalates the Israel-Hezbollah conflict and could pressure oil prices. However, this is partially offset by Al Jazeera reporting that Iran sees Lebanon as a test of US leverage, suggesting diplomatic channels remain open. The previous situational awareness items (Hormuz de-escalation, UK political turmoil) remain stale with no new data. The dominant theme is STABLE with a slight escalation on the Lebanon front, but overall no actionable market signals for US equities.