🛢️ MARKETS — Prices are climbing without a single new escalation event. 📌 LOOK CLOSER: Brent rising on persistence, not shock, signals markets have repriced Hormuz disruption as permanent baseline. Two mine strikes, mirrored blockades, and 4 daily transits aren't news — they're the new normal. That's the dangerous inflection: when war becomes priced-in, the next genuine escalation hits a market with no remaining buffer.
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🎖️ TEL AVIV — Netanyahu calls for regime elimination as he loses power. 📌 LOOK CLOSER: Netanyahu publicly naming Trump as partner in eliminating Iran's regime — on election night where he's trailing — is a farewell pressure move, not policy. He's boxing Eisenkot in: the incoming PM now
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📺 TEHRAN — The IRGC is telling Iranians to expect a US nuclear strike — before one is threatened. 📌 LOOK CLOSER: Directing state media to prime the public for a nuclear strike on Pickaxe serves two simultaneous functions: domestic legitimation of whatever response follows, and a signal to Washington that Tehran has already
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🗳️ TEL AVIV — The man inheriting Epic Fury is already framing it as a rejection of Netanyahu. 📌 LOOK CLOSER: Eisenkot's "lack of confidence" framing isn't concession talk — it's a pre-coalition signal. He's telling Washington he has a mandate to diverge
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🗳️ TEL AVIV — No majority: Epic Fury's co-signatory is now an open question. 📌 LOOK CLOSER: No majority means coalition talks lasting days or weeks — landing squarely inside the November 3 window. Washington cannot confirm its Israeli counterpart for joint strike authorization. If Eisenkot leads without a mandate, he