US-Iran Sanctions Shift: The US Treasury issued a broad 60-day waiver letting Iran produce, sell and ship oil and petroleum products, with dollar payments and US imports allowed until Aug 21—pushing crude lower and reviving shipping optimism around Hormuz. Hormuz & Market Mood: Oil slid toward pre-war levels as investors priced in supply normalization, while global equities stayed cautious on whether the interim truce becomes durable. Egypt Funding & Energy Cashflow: Egypt will issue EGP 4.8bn in 3-year treasury bonds; Dana Gas said Egypt fully settled overdue receivables, clearing the way for continued drilling and investment. Egypt Capital Markets: Egypt also moved to expedite disposal of confiscated vehicles via public auctions, aiming to boost state revenues and clear impound lots. Türkiye Enforcement: Türkiye seized six fuel-sector companies and appointed trustees to 10 others in a tax-fraud probe tied to LPG imports and alleged VAT/ÖTV evasion. Tunisia Finance Deal: Afreximbank signed a $500m term loan with Tunisia’s central bank to support government socio-economic priorities and trade-debt needs. Digital Trade: Türkiye completed domestic approval for a Turkic states digital economy partnership to reduce barriers to e-commerce, payments and cross-border data-based activity. Israel-Lebanon Standoff: Israel’s finance minister said forces won’t withdraw from southern Lebanon while Hezbollah remains active, keeping regional risk elevated for investors.