Geopolitical Developments & Market Impact - A 20-point proposal for a Gaza ceasefire, agreed upon by U S President Trump and Israeli Prime Minister Netanyahu, awaits Hamas approval, potentially impacting regional stability and oil markets [1][5][38] - Qatar's role as a key mediator between Israel and Hamas is crucial for the ceasefire, requiring a face-saving gesture, such as Israel expressing regret for a past attack [8][9][10] - The Israeli Shekel has strengthened against the USD by approximately 10% this year, reflecting the impact of geopolitical developments on local markets [46] - RBA (澳大利亚储备银行) holds cash rate at 36%, notes uncertainties in global environment and upside risks to inflation [40][41][42][43] Economic & Financial Market Trends - Looming U S government shutdown raises market risk, potentially delaying crucial jobs data release and impacting monetary policy assessment [2][3][23][25][44] - Gold hits record highs, massively outperforming Bitcoin, driven by uncertainty and a pullback in USD, with potential for further gains amid Fed rate cuts [3][4][23][32][33][44] - The market has aggressively priced in 3-4 rate cuts by June 2026, making upcoming jobs market data pivotal for determining monetary policy [27] - Potential tariffs on imports of timber and lumber, particularly impacting Canada, add to market uncertainty [23][39] - MSCI China is logging five-month gains, the longest streak since 2018, driven by better-than-expected PMI data and geopolitical signals [48] Energy Sector - Brent crude oil is slipping down by 08% ahead of the OPEC Plus meeting, where increased supply is expected [4] - The oil market is bearish due to well-supplied conditions, with focus on Iran snapback and Russia-Ukraine conflict, leading to investment in gold over oil [52][53] - Afentra is cautious about oil price volatility, focusing on a strong balance sheet and strategic acquisitions [64][65][66] - Nigeria's government intervenes to resolve a clash between the petroleum and natural gas association and oil labor group, potentially impacting crude production of 650 thousand barrels a day [76][77][78]

What came out of the talks. Was anything decided. Yeah, well, a lot of things were decided, and this was quite an important meeting the first time President Erdogan actually goes to the White House in six years.So a lot was at stake for the Turkish president. And it was always probably going to be a meeting that was centered around transactions. This morning, we got some headlines coming through from Turkish Airlines, the national carrier saying that they will be buying 50 787 Boeing Dreamliners with a comm ...

Let's go to our senior White House correspondent, Garrett Hake, who's been watching this alongside us. Um, I'm waiting to see Garrett if he takes any more questions, but I don't think so. Uh, Garrett, there were a lot of headlines there.Can we start with uh the Middle East and what the president said about the possibility of having some kind of peace deal involving Israel and Gaza. I think if I heard him right, he said, "Maybe today we'll have something to say." But then he went on to say, "I still need to ...

The president in a news conference just a moment ago, as you were sitting down to talk with us on, Bloomberg said that NATO countries should shoot down aircraft entering their airspace, of course, referring to the Russian incursions on Polish airspace as well as Estonian airspace. Is your country prepared if that happens. Well, actually, Latvia, as well as other Baltic states, are under the Naito Light patrolling mission.So that kind of decisions should be taken by NATO commander. But I think that President ...

A sanctioned tanker carrying Russian oil has neared an Indian port operated by Adani and will likely be one of the last blacklisted vessels to unload there after a ban took effect https://t.co/COoPIxX74R ...

Senator, I want to talk to you about Russia, which I know you've been very focused on. This week, NATO planes, as you well know, shot down Russian drones in Polish airspace. On Saturday, Romania scrambled fighter jets after a Russian drone entered its airspace.You said this week, quote, "We've tried the red carpet approach. It ain't working." Is it time for President Trump to directly punish Putin. >> No. It is time for Europe to get behind President Trump to punish Putin's customers.Putin has been sanction ...

Welcome back. And joining me now is Republican Senator Lindsey Graham of South Carolina. Senator Graham, welcome back to Meet the Press.Thank you. Well, thank you for being here. I'm so sorry we have to meet under these circumstances again, Senator.You were on this program the day after the first assassination attempt against President Trump. My question for you this morning, Senator, what is your message to people this morning about this moment that we're in in this country. Well, number one, my message to ...

The US will urge its allies in the Group of Seven to impose tariffs as high as 100% on China and India for their purchases of Russian oil to pressure President Vladimir Putin to end his war in Ukraine: Here's your Evening Briefing. https://t.co/yKkNPXAbt5 ...

Geopolitical Implications - The US is urging G7 allies to impose tariffs of up to 100% on China and India [1] - The tariffs aim to pressure Putin to end the war in Ukraine [1] Energy Market Impact - The tariffs target China and India's purchases of Russian oil [1]

Trade Relations - The US is not considering lowering tariffs on India [1] - The US doubled levies on India's imports to 50% [1] Geopolitics & Energy - The tariff increase is a punishment for India's Russian oil imports [1]