WS #8601

The data dump is overwhelmingly noise: sports betting, entertainment withdrawals from the Freedom 250 event, and generic commentary. The only actionable signals are: (1) US military escalation in the Strait of Hormuz: a Hellfire missile was fired into the engine of a cargo vessel that ignored the blockade, per CBS. This is a significant escalation from the previous 'negotiable' stance, increasing oil supply disruption fears. (2) India announced new export duties on petrol, diesel, and ATF effective June 1, which could impact global fuel markets. (3) A loud explosion-like boom was reported in Boston area, but no confirmed cause or market impact yet. The dominant theme from previous windows (Strait of Hormuz blockade, Iran tensions) is now ESCALATING with the US military action.