WS #5602

The 10-minute data dump reveals a critical escalation in US-Iran geopolitical tensions, with multiple high-signal developments corroborating earlier signals. Negotiations with Iran have collapsed (MeidasTouch Network), and the US has imposed new Iran-related sanctions (jetstream, FRANCE24), amplifying supply shock risks. This is compounded by reports that the US is at risk of running out of missiles after depleting stockpiles against Iran (CNN via jetstream), indicating military strain. Oil prices are spiking, with Brent crude at $98.85 (+3.53%) and WTI at $90.38 (+3.39%) (oilprice.com), directly impacting energy markets. A counter-signal emerges as Kevin Warsh, Fed Chair nominee, emphasizes Fed independence (jetstream), dampening expectations for monetary easing and pressuring risk assets. In corporate developments, Moderna stock rises after EU approval of a flu-COVID combo vaccine (alpaca.news), positive for MRNA. Halliburton outlines Q2 conflict impact of $0.07 to $0.09 per share while holding 2026 capex (seekingalpha), negative for HAL due to geopolitical disruptions. The US-Iran ceasefire deadline of April 22 looms, with negotiations collapsed, escalating tensions and bullish for oil prices.