Oil Market & Geopolitics: The IEA warned that renewed U.S.-Iran tensions could derail its forecast for a 2027 oil surplus, after June supply rose but still lagged pre-war levels—highlighting how Hormuz disruption risk keeps prices jumpy. Global Growth Outlook: The IMF cut its global growth forecast to 3% amid higher geopolitical uncertainty, pointing to energy, trade, and confidence risks. Energy Prices (Philippines): Wholesale power prices in the Philippines jumped 22.7% in June, tightening supply cushions and likely lifting consumer electricity bills. Monetary Policy (Malaysia): Research houses kept Bank Negara Malaysia’s OPR forecast at 2.75%, citing contained inflation and firmer growth momentum. Nuclear Supply (Australia-India): Australia and India cleared a pathway for peaceful uranium exports, giving miners a long-term demand tailwind as India targets major nuclear capacity growth. Prediction Markets Regulation (North Carolina): North Carolina codified federal CFTC authority for prediction markets but added a 6% tax on net transaction revenue from residents starting 2027. Capital Markets (Vietnam): Vietnam faces MSCI reform pressure, with investors urging faster fixes like central counterparty clearing to unlock more foreign capital. Tech/Markets (Korea): SK Hynix’s $26.5B Nasdaq debut underscores AI-chip demand, even as Korean bourses wrestle with volatility. Retail & Consumer Demand (Europe): PwC says Europe’s middle market is hollowing out fast, with shoppers shifting toward value and functional niches. Housing (US): Realtor.com data shows inventory rising and price reductions increasing, suggesting a more buyer-friendly market in parts of the U.S. Work & AI (South Korea): A KDI outlook says AI could automate over 90% of tasks across over 90% of jobs by 2030, pushing policy focus on labor transitions.