WS #8689

The data window is dominated by noise: sports betting, Polymarket trades on Colombian elections and French Open, and social media chatter about a Freedom 250 concert. No new market-moving developments emerged. The US-Iran ceasefire narrative remains stable with no escalation or de-escalation signals. Stock futures are flat per CNBC, and oil prices are modestly higher (+1.8% WTI) but this is a continuation of prior trends. The Berkshire Hathaway/Taylor Morrison deal is stale and not repeated. No counter-signals or non-dominant-narrative developments were detected. The dominant theme is STABLE with no actionable new information.