US technology leaders will meet with Trump next week

Hassett calls inflation 'blockbuster' at 1.6% for 3-mo core, eyes Trump's data-driven Fed pick. Tax refunds loom!

Apple’s planned AI wearables signal a shift toward ambient, on-device AI, supporting long-term ecosystem stickiness while reinforcing demand across its Taiwan-centric hardware supply chain.

Westpac expects the RBA to hold the cash rate through 2026, citing lingering inflation risks despite easing pressures. The bank still sees scope for rate cuts in early 2027, with the economy tracking broadly in line with forecasts.

China's battery makers surge 75% globally! Exports hit $65B+ amid AI & renewables boom. Watch for US restrictions.

Those Iran headlines lifting oil. Gap fill to come is my tip.

Israel warned the Trump admin that Iranian missile drills could mask strike preparations, citing lower risk tolerance after Oct 7. US intelligence sees no imminent attack, but officials fear escalation driven by miscalculation rather than intent.

Venezuela's $8B oil market threatened by US sanctions; 75 tankers idle, crude discounts deepen. Production may drop 500K bpd.