WS #10304

The dominant signal in this window is the reported resignation of UK Prime Minister Keir Starmer, expected as early as Monday. Multiple sources (HuffPost, Reuters, and various Bluesky accounts) corroborate the story, though a government source denies it, creating uncertainty. This development could impact UK-focused equities and the GBP. Separately, Ukrainian drone strikes on Russian oil infrastructure (Tyumen refinery, Moscow refinery) continue, with a second strike on Moscow in a week, supporting bullish energy sentiment. Iran's Strait of Hormuz threat remains a background risk for oil markets. The US diesel price drop below $5/gal is a minor positive for transport and consumer sectors. The Germany vs. Côte d'Ivoire World Cup match is ongoing but has no direct market impact. Most other data is noise (sports bets, PR news, tech posts).