Global Growth Watch: The IMF cut its 2026 global growth forecast to 3% (from 3.5%), blaming the Iran conflict for higher oil prices, renewed inflation pressure, and weaker trade. Energy & Markets: Oil jumped again as US-Iran hostilities flared and Hormuz risk returned, keeping investors cautious and pushing rate-hike expectations. China Demand Signal: A Reuters poll points to slower China Q2 growth (4.5% y/y), with exports holding up while consumption and private investment lag amid property stress. Central Bank Focus (Canada): The Bank of Canada is set for its next rate decision, with inflation at 3.2% in May and renewed Middle East risks complicating the policy path. UK Telecom Shake-Out: A new UK broadband report forecasts a 68% chance of consolidation into three national fibre platforms plus a niche tail by the mid-2030s. Semis & Capex: TSMC’s upcoming investor conference is expected to spotlight capex and advanced-node progress, with accumulated spending potentially topping $150B over three years. Crypto & Risk Appetite: Bitcoin hovered near $62.8k as traders weigh inflation data and Iran tensions; Ethereum strength vs Bitcoin is also in focus. Food & Inflation: Coffee prices in the UK are rising sharply, tied to energy costs and weather-driven supply risks. Labor Outlook: US hiring faces what could become the biggest labor shortage in history, spanning healthcare, construction, and other non-AI roles. Agriculture: Fonterra lowered its milk price forecast amid softer demand, while cattle feed and animal feed market forecasts keep pointing to steady growth. Market Forecasts (Industries): Driving simulators, electric car rentals, flotation reagents, and video doorbells all have fresh growth projections through 2033–2035.