BOTTOM LINE: Markets are scoring as neutral today, but the Hormuz blockade is now hot: merchant vessels report gunfire, the US is actively turning back Iranian shipping, and negotiations have stalled with no date set for talks. This is an active geopolitical escalation, not background noise. The pattern is broken until things settle down.

SECTOR BREAKDOWN:

• Energy: Under Pressure -- Strait of Hormuz shootings and US blockade enforcement are real supply risks. Oil traders are repricing the tail risk that flows through this chokepoint get cut further.
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