Fed Watch: New York Fed Chair John Williams said inflation should ease gradually, but the Fed will raise rates if core progress stalls, keeping markets focused on the next few months of price data. Oil & Geopolitics: Trump said talks with Iran will resume Monday after the US held off on new strikes, easing crude’s geopolitical premium and pulling Brent and WTI lower. India Rates: India’s RBI MPC starts a three-day meeting with a repo-rate pause widely expected at 5.25%, while investors watch inflation and growth guidance into Aug. 5. Semiconductors & Taiwan: Taiwan’s economy grew 12.9% y/y in Q2 on strong AI and chip demand, reinforcing the region’s role in the AI supply chain. M&A Pharma: AstraZeneca is in talks to combine with Bristol Myers Squibb in a near-$400bn deal, a major test for regulators given oncology overlap. Crypto Regulation: US Senate progress on the CLARITY Act is still uncertain, with analysts warning delays could shift tokenization growth away from public crypto networks. Corporate & Markets: Circle shares slid as analysts cut price targets ahead of earnings; IBM’s dividend payout is under scrutiny after a 33% pullback from highs; and Integer agreed to be acquired by KKR for about $5.7bn. Energy Buildout: Power project owners are pushing earlier commitments across engineering, long-lead equipment, and grid access, raising schedule and supply-chain risk. Auto Supply Chain: China’s MIIT is pushing automakers to shorten supplier payment terms via a 60-day commitment and added media oversight. Consumer Tech/Industrials: Corsair took a minority stake in Bitfocus to deepen Stream Deck’s broadcast control ecosystem, while Lennox flagged residential HVAC weakness with recovery benefits extending into 2027. Market Forecasts: Persistence Market Research projects ozone generators to reach $2.57bn by 2033 (6.5% CAGR), and robotic food kiosks to hit $1.75bn by 2036 (25% CAGR).