WS #10483

The dominant theme in this window is the continued de-escalation of the US-Iran conflict, with multiple high-signal sources (NYT, CNBC, Al Jazeera, BBC, Bloomberg) reporting that the US has issued a 60-day license waiving oil sanctions on Iran, allowing Iranian crude exports in exchange for IAEA inspections and keeping the Strait of Hormuz open. This is a major counter-signal to the prevailing bearish oil/geopolitical risk thesis. Separately, Accenture's 17.97% drop is triggering a tech sector reevaluation, with ACN oversold on RSI. Walmart insider selling (Walton family dumps $535.8M) adds bearish pressure on WMT. Japan FinMin Katayama held talks with US Treasury Secretary Bessent, reaffirming coordination on markets and FX, which may signal intervention readiness for the yen. The narrative arc is ESCALATING for the US-Iran de-escalation (now with concrete 60-day waiver) and STABLE for other themes.