South Korea's President Lee may meet Samsung Electronics chairman Lee Jae-yong this week to discuss three national 'super' projects focused on semiconductors and artificial intelligence, sources said. Lee met SK Group chairman Chey Tae-won days earlier and may also meet Hyundai Motor Group executive chairman Chung Eui-sun this week. The talks come as markets speculate Washington is seeking greater Korean semiconductor investment in the US under Seoul's pledge; Trade, Industry and Energy Minister

Iran’s rial tumbled to a record low on Monday, heightening inflationary pressure and household cost stress. Further depreciation would likely accelerate inflation and deepen economic strain; past shocks have triggered large protests that were ultimately suppressed, but a prolonged crisis could push Iran toward a dangerous tipping point. The UAE has suspended trade with Iran in recent days, removing a key sanctions-era trade buffer. Market signals to watch: Iranian oil exports, purchases by major consumers, and the rial exchange rate — simultaneous deterioration would support Washington’s claim that current pressure is more effective, while improvement would feed doubts about Trump’s Iran strategy.

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