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Israel is extending the Lebanon campaign. The market does not believe it ends this month.
An Israeli offensive in Nabatieh, a threatened Iran deal that won't close, and prediction-market pricing that says the Lebanon campaign runs past June. Markets read posture, not announcements.

Desk note: Monexus leans on prediction-market pricing and on-record official language, both of which are unusually clean inputs for a story the wires are inclined to frame through anonymous diplomats. We have given the alternative read its due, that this is pre-negotiation hardening, without lending it more weight than the 8 June evidence supports.
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