WS #9723

The dominant signal in this window is the escalating US-Iran deal narrative, now with a specific timeline and contradictory statements. Trump stated a deal will be signed tomorrow (Sunday) and that the Strait of Hormuz will be 'open to all' immediately after. However, Iran directly rejected the Sunday signing, calling it a 'propaganda event' for Trump's birthday. This contradiction introduces significant uncertainty. The Amazon-Anthropic story is corroborated by multiple sources (WSJ, TechCrunch, Seeking Alpha, social media), confirming that Amazon CEO Andy Jassy raised security concerns about Anthropic's models to US officials, leading to an export control ban on Claude Fable 5 and Mythos 5. This is a high-significance development for AI regulation and Amazon's role. UK doctors' strikes have been called off, a minor positive for UK sentiment. Other items (sports betting, local crime, generic market commentary) are noise.