WS #8105

The dominant signal in this window is the escalating political drama around the US-Iran peace deal, with multiple high-significance developments. Republican hawks (Ted Cruz, Lindsey Graham, Roger Wicker) are publicly rebuking Trump over the planned deal, calling it a 'disaster' and questioning the war rationale. This is corroborated by Axios, The Guardian, and multiple Bluesky sources. Simultaneously, Netanyahu and Trump have agreed that any final deal must dismantle Iran's nuclear enrichment capabilities, per Reuters. Iran has stated it will restore Strait of Hormuz shipping within 30 days, and Rubio sees 'good news coming on Hormuz'. The White House now says the deal could take 'days', walking back Trump's earlier claim of an imminent MOU. This creates a volatile tug-of-war: a deal would be bullish for oil (XOM, CVX) and shipping (MATX, ZIM) via Hormuz reopening, but bearish for defense (LMT, NOC) and oil if sanctions relief floods supply. The Republican backlash introduces political risk that could delay or scuttle the deal, keeping oil elevated. Separately, a crypto exploit hit StablR's EURR and USDR stablecoins, depegging them sharply, which is bearish for crypto sentiment but contained to those tokens. A supply chain attack (TrapDoor) on npm/PyPI/Crates.io is a cybersecurity event with limited direct market impact. The previous narrative of US-Iran negotiations is ESCALATING in political intensity, with the deal's fate now uncertain.