Geopolitics Hits Markets: US CENTCOM carried out an eighth straight night of strikes on Iranian Revolutionary Guard targets after two US troops were killed in Jordan, while Iran escalated attacks across the Gulf—pushing risk assets lower and rattling crypto and oil. Crypto Under Pressure: Bitcoin slid toward ~$63K as the US-Iran exchange of strikes intensified, with reports of ~$128B wiped from total crypto market value during the escalation. Middle East Food Shock: In northern Nigeria, aid workers say the Iran-war-driven spike in fuel and food prices is driving children to relapse into malnutrition, worsening an already fragile humanitarian situation. Egypt Macro Watch: A Reuters poll kept Egypt growth forecasts broadly steady but revised inflation higher, citing resilience amid Middle East war-related supply and oil-price pressures. Gold Moves in Egypt: Egyptian gold prices fell more slowly than global gold as a stronger dollar cushioned local demand, with jewellery buying improving for the summer season. Iraq Energy Deals: Iraq signed a package of energy agreements with major firms (including ExxonMobil, Shell, GE Vernova, Halliburton) and advanced a Mediterranean pipeline corridor to reduce Strait of Hormuz exposure. Regulation Spotlight (Israel): Israel’s securities regulator warned that regulation is “stuck” while markets and investors move faster.