AGP Executive Report
Last update: 3 hours agoMiddle East Conflict Shockwaves: Saudi Arabia carried out direct strikes on Iran in late March 2026, the first known time Riyadh hit Iranian territory, as attacks and counterattacks reshaped oil and risk sentiment. Markets & Rates: Investors are bracing for higher US Treasury yields to “stay higher longer” as Fed chair Kevin Warsh faces inflation pressure tied to the Iran war and energy costs. GCC Capital Push: GIP, L’IMAD, ADNOC and Temasek are teaming up on a $30bn GCC infrastructure pipeline spanning energy, transport, digital, water and waste. Egypt Finance & Social Safety Nets: Egypt signed a $1.5bn loan deal with ITFC for food and energy security, while cabinet approved a new “Takaful Fund” to pay unpaid alimony/child support judgments. Digital Under Pressure: Iran’s internet blackout is easing only for some via a paid “Pro Internet” service, highlighting how war is reshaping access to banking and work. BRICS Recalibration: BRICS foreign ministers meet in India with Iran war, energy prices and local-currency trade on the agenda.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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