Geopolitics & Energy Markets: A tentative US-Iran deal to reopen the Strait of Hormuz sent oil sharply lower, with WTI down about 5% to near $80 and Brent sliding below $84, while markets priced in easing inflation pressure ahead of formal steps in Switzerland. Global Growth Outlook: The World Bank upgraded Egypt’s FY2025/26 GDP growth forecast to 4.6% and expects a softer 2026 before a rebound, while also keeping an eye on job creation limits tied to structural labor issues. Risk Assets: Asia shares and bond markets rallied on the deal news, with investors leaning into a “less inflation, less rate pressure” setup. Precious Metals & Consumer Finance: Record gold prices are pushing some vintage luxury watches into scrap-for-bullion economics, highlighting how safe-haven demand is reshaping resale value. Tech & Automation Theme: China is deploying marine robots and ocean AI for real-world monitoring, while separate market reports keep pointing to fast growth in automation, supply chain analytics, smart home security, and robot software. Housing & Rates Watch: In Australia, major banks have cut house-price forecasts and investor lending has reportedly fallen after tax-incentive removal talk, keeping property downside risk in focus. Corporate/Markets: SpaceX’s IPO momentum and Musk’s $1T revenue-by-2030 claim keep the AI-and-capital-spending narrative front and center.