💥 SIRIK — Explosions on Iran's Hormuz coastline, source unconfirmed. 📌 LOOK CLOSER: Sirik is IRGC-Navy operational territory for Hormuz interdiction. Confirmed strikes would be the first kinetic hit on Iranian soil since April — voiding the MOU's core assumption. Araghchi loses negotiating space instantly. The Lebanon framework and 60-day roadmap both depend on that line not being crossed.
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💥 ABQAIQ — Saudi retaliation inside Iraq would open a front the US pause can't contain. 📌 LOOK CLOSER: Unconfirmed reports cite RSAF strike planning against Iraqi militia targets following a drone hit on Abqaiq — Iran's most sensitive oil node. If accurate, Riyadh acts unilaterally while Washington manages Thursday&
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📉 FED — Markets are pricing rate risk the Fed itself won't take this week. 📌 LOOK CLOSER: With Brent swinging 5%+ in single sessions on pause signals and drone strikes, the Fed can't read the inflation trajectory. Hiking into a war premium that could reverse on Thursday is
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📉 MARKETS — Europe prices a deal that hasn't been struck yet. 📌 LOOK CLOSER: Risk-on across European bourses prices a ceasefire that doesn't exist. Hormuz mines remain, Tehran rebuilds struck sites, and a drone hit near a US base hours ago. Energy indices gain as Brent drops
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🎖️ CENTCOM — 600 casualties reframes the pause debate from strategy to survival politics. 📌 LOOK CLOSER: A 600 KIA/WIA figure makes Thursday's address a domestic reckoning, not just a diplomatic signal. Congress absorbs this number while Trump weighs resuming strikes — political cost of continuation now competes with cost of