WS #13723

In the last 30 minutes, there is no genuinely new material development that was not already captured in the previous synthesis. The dominant themes—Strait of Hormuz closure, US-Iran diplomatic de-escalation signals, Houthi attacks on Saudi Aramco, Apple's CXMT memory chip testing, and cooling CPI expectations—remain unchanged with no new data points or counter-signals. The situation is stable, with no escalation or de-escalation beyond what was previously reported.