US-Iran Deal Watch: Investors digested an interim US-Iran peace framework that would lift the blockade and reopen the Strait of Hormuz, with Gulf markets mixed and oil easing but still volatile. Geopolitics to Capital Flows: Reuters reports a proposed $300bn private Iran investment fund tied to the final deal, with more than half already committed and focused on energy, logistics, manufacturing and transport. Central Asia Deal-Making: Uzbekistan’s Tashkent International Investment Forum (TIIF) kicked off with major diplomacy and deal talks, while Qatar and Azerbaijan used the platform to pitch investment partnerships. Market Rules & Dilution: Australia’s ASX proposed tighter limits on share issuance for public takeovers without a shareholder vote, aiming to curb dilution after investor backlash. Banking & Capital Markets: The ECB said carbon emissions from Eurosystem portfolios kept declining as run-off continues, while Regions Financial highlighted preferred-share income options for different rate-risk profiles. Energy & Infrastructure: North Sea fiscal stability proposals could unlock billions and help cut UK fuel poverty; Egypt and the UAE discussed expanding Emirati investment in petroleum. Tech & Investing: Coinbase rolled out an AI “advisor” for trading ideas, while Microsoft faces a pension fund lawsuit alleging AI hype misled investors. Corporate/Deals: Caledonia plans a £60m investment into Blue Diamond; Speedy Hire flagged weaker FY profitability.