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Geopolitics Hits Markets: Global stocks slid and bond yields jumped as investors priced in longer Iran-war inflation risk, with 30-year US Treasuries spiking near crisis-era levels and oil pushing toward ~$109/bbl. Ceasefire Watch: Israel and Lebanon extended their ceasefire by 45 days, with talks scheduled to restart in early June. Security & Finance: An Iraqi man was arrested in New York over alleged plans for at least 18 terror attacks across Europe and the US, tied to Iran-backed groups—raising compliance and risk flags for cross-border finance. Shipping/Strait of Hormuz: The US-China summit left Strait-of-Hormuz reopening unresolved, keeping energy and logistics uncertainty elevated. Middle East Funding Pressure: The US is reportedly considering redirecting withheld Palestinian tax money toward Trump’s Gaza plan, a move that could worsen the PA’s cash crunch. Regional Economy Shock: India’s oil firms hiked petrol and diesel for the first time since the war began, as Hormuz disruption tightens supply and squeezes households. ADB Support: The Asian Development Bank offered the Philippines a $1.75bn loan to manage Middle East-crisis fallout, signaling more aid flows where costs are landing hardest.

Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.

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Saudi Arabia floats Middle Eastern non-aggression pact with Iran: FT

Saudi Arabia floats Middle Eastern non-aggression pact with Iran: FT

Korea gradually feeling impact of prolonged Middle East crisis: Finance minister

Korea gradually feeling impact of prolonged Middle East crisis: Finance minister

Why the hottest tech IPO of the year matters for the AI race with China and in the Middle East

Why the hottest tech IPO of the year matters for the AI race with China and in the Middle East


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