US-Iran Peace & Oil: Brent slid toward the $80s and is set for its longest losing streak as markets price Hormuz reopening, but banks warn physical supply normalization could lag and prices may grind back toward $90+ later. Central Banks: ECB hiked, BoJ raised rates to 1% and RBA held at 4.35% in a tight five-day stretch, with the Iran energy shock cited as the reason the rate-cut cycle is effectively over. Fed Watch: Investors are focused on new Fed chair Kevin Warsh and whether guidance shifts as markets reprice rate risk. Crypto Market Signals: SpaceX’s IPO-linked crypto trading highlighted how tokenized “access” can be easier than actual ownership, while Standard Chartered reiterated a bullish UNI path tied to tokenized-asset growth. Telecom Growth: Ericsson forecasts India’s 5G subscriptions to top 1.1 billion by 2031, driven by affordable devices and fixed wireless access. Pro AV Forecasting: AVIXA and Caretta preview a new Pro AV Industry Outlook, shifting focus toward AI automation and software/cloud value. Energy Costs (Local): South Africa’s fuel outlook points to possible July relief via over-recoveries. Housing & Demand: China retail sales fell for the first time since 2022 and home prices dropped faster in May, raising stimulus chatter. Market Structure Theme: A new Global Market Signals framework aims to track how social expectations are influencing company performance at scale. Talent Constraint: A fresh look at the US engineer shortage argues the gap is widening across labs, factories and hospitals.