WS #7773

The dominant signal in this window is the confirmation that China will buy 200 Boeing jets and seek an extension of the US tariff truce, corroborated by Seeking Alpha and the prior situational awareness. This is a high-significance positive for Boeing (BA) and trade-sensitive sectors, and acts as a counter to the prevailing bearish trade war thesis. Separately, a large US crude oil inventory draw of 9.1M barrels (more than expected) is a bullish signal for oil prices and energy stocks, while Jim Cramer warns oil could break $119 if there is no peace in the Middle East. Meta is laying off 8,000 employees and reassigning 7,000 to AI initiatives, a significant restructuring that signals cost-cutting and AI prioritization. The US 30-year yield rose to 5.18%, its highest since July 2007, driven by large sales in Treasury futures amid inflation concerns, which is bearish for growth stocks and REITs. The Senate advanced a resolution to limit Trump's war powers in Iran (50-47), a political development that could reduce geopolitical risk premium. Ukraine struck a major Lukoil refinery in Russia, adding to supply disruption risks. The Ebola outbreak in DRC is escalating, with the UN saying it may have spread further. The overall macro narrative is shifting: the US-China trade détente and oil inventory draw are new positive signals that could offset some of the bearishness from rising bond yields and geopolitical tensions.