INSS Iran analyst Danny Citrinowicz said Tuesday’s planned meeting between Trump and Gulf leaders could be one of the most important diplomatic gatherings in this phase of the conflict; Washington’s core question is how participants weigh re‑escalation versus a diplomatic exit. Bader Al‑Saif, assistant professor of history at Kuwait University, said Gulf leaders can only potentially persuade Trump if they speak "with a unified voice" and present "very, very specific demands."

MAS said in its Financial Stability Assessment released Tuesday that around 80% of surveyed chief risk officers ranked cyber and operational risk as their top concern, versus 77% citing geopolitical risk. Market stress from AI-related overinvestment was flagged by 57% as a new major risk. While geopolitical risk remains the highest-impact threat, MAS warned that renewed geopolitical tension or a market reprice of AI profit expectations could trigger broad risk-asset repricing, fund redemptions and insurer losses, weighing on banks, insurers and other financial institutions.

Baosheng Group fixed-income analyst Afonso Borges said in a note that last week’s overtly hawkish Fed decision has flattened the U.S. Treasury yield curve, indicating improved Fed credibility is suppressing long-end yields. He said the move supports Baosheng’s preference for intermediate-duration assets. Borges added that, unlike typical post-global financial crisis tightening cycles, last week’s decision was not dovish, and that prior curve steepening had reflected market doubts about institutional credibility; the current reversal suggests the Fed’s willingness to tighten has eased those concerns, underpinning Baosheng’s overweight duration position concentrated in intermediate-maturity bonds.