WS #5796

The dominant signal in this window is the escalating Iran crisis, with Iran maintaining its blockade of the Strait of Hormuz despite US pressure. This is corroborated by multiple sources (Bluesky posts, GDELT, RT.com) and has direct market implications: oil supply disruption, higher energy costs, and broader economic fallout. Trump's comments on the strait and his refusal to accept a deal to open it suggest no near-term resolution, keeping oil prices elevated. The secondary signal is Trump's consideration of a taxpayer takeover of Spirit Airlines, which could impact the airline sector. Other items (Meta layoffs, Intel earnings, precious metals margin cuts) are either already known or less actionable. The US soldier betting scandal and DOJ Epstein investigation are non-market noise.