AI & Rates Shock: South Korea’s bond market is getting crushed as the AI chip boom pulls money into equities; 3-year yields near 3.9% and swaps price in at least three Bank of Korea hikes, while the Kospi plunged 8% and triggered a circuit breaker. Oil-Driven Growth Risk: Fitch cut its 2026 global growth forecast to 2.4% as the Middle East oil shock squeezes real wages and raises input costs; it also expects Brent to average about $87/bbl in 2026, with prices easing if the Strait of Hormuz reopens after July. Inflation Policy Watch: Hungary’s central bank is weighing a possible rate cut after inflation and risk premia improved, but policymakers are cautious due to energy and long-end yield volatility. Crypto Finance Plumbing: JPMorgan flagged Strategy’s Bitcoin-linked dividend funding risk and said it may need to rebuild dollar reserves; separately, Morgan Stanley’s Galaxy deal expands crypto lending access for wealth clients. M&A & Food Demand: Ingredion agreed to buy Tate & Lyle for £2.7bn cash, betting on lower-sugar, higher-protein ingredient demand. Healthcare & Biotech Forecasts: Precision medicine is projected to jump to $456.81bn by 2035, while cancer biomarkers could reach $77.37bn by 2033. Energy Transition Materials: Needle coke demand is forecast to surge to 11.48m metric tons by 2035 as EAF steelmaking and battery anodes expand.