美國總統特朗普：黎巴嫩和以色列簽署的協議“棒極了”。

Kuwait's finance ministry said the 2025/26 budget deficit widened 13.2% to KD 7.1 bln (about $23.1 bln) after oil revenues fell 11.2% to KD 15.3 bln (about $49.4 bln). Total fiscal revenue was nearly 10% below initial budget forecasts.

US-Iran tensions have become a catalyst for tech valuation compression. The recent AI Capex-driven rally depended on low-rate liquidity and discounted long-term cashflows; escalating tensions that raise inf upside risks have prompted a bear-steepening of the long-end US Treasury curve, lifting equity cost of capital for growth/tech. Global macro hedge funds are rapidly rebalancing—selling growth/tech and buying defensives—rotating capital into hard assets poised to benefit from higher oil prices and increased defense spending.