AGP Executive Report
Last update: 7 hours agoMiddle East & Inflation: US-Iran strikes resumed for a second day over the Strait of Hormuz, pushing oil higher and reviving fears of renewed global inflation as markets react to the ceasefire unraveling. Central Banking: Fed minutes under new chair Kevin Warsh show deep splits on the inflation path, with some officials expecting rates to stay near 3.6% while others see higher by year-end, and concerns that AI buildout could keep prices elevated. Emerging-Market Outlook: ADB cut Pakistan’s FY2027 growth forecast to 3.7% and lifted inflation projections, citing energy costs, weaker remittances, and Middle East spillovers; Bangladesh’s outlook also faces elevated inflation risk. Trade & Tech: China and the Netherlands met in Beijing to manage semiconductor tensions, while Egypt urged a coordinated investment body to help Egyptian firms scale across Africa. Digital Infrastructure & Investment: Malaysia pushed ahead with new China routes and foreign bond inflows; the Philippines signaled support for AWS’s proposed $5bn digital infrastructure plan; Gujarat launched a data centre policy to attract AI and hyperscale investment. Business & Governance: North Carolina approved major cybersecurity and data modernization funding, and Malaysia clarified commercial registration vs licensing to speed up business setup.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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