Housing Policy Shock: CBA cut its Dec 2026 dwelling growth forecast to 3% (from 5%) after negative gearing serviceability rules tightened, with ANZ saying the market’s 8–9% pace is now closer to 5–6%. AI & Markets: Traders are pricing out Fed cuts even as US payrolls fell short, while Korea’s KOSPI is acting as a global AI barometer as semis and foreign flows swing sentiment. Energy & Commodities: Tyson Foods lowered its beef profitability outlook as cattle supply tightens; Ghana says new refining capacity can cover ~60% of demand but won’t fully insulate fuel prices from global shocks. Digital Infrastructure: Seoul data center vacancy hit 1.1%, pushing AI capacity toward satellite cities; STACK and Texas data-center growth plans highlight grid and ratepayer scrutiny. Payments & Fintech: India’s UPI operator NPCI targets cross-border expansion using diaspora links and explores agentic AI for payments. Healthcare & Biotech: Telomir published preclinical results for Telomir-Zn in TNBC and prostate models; Park Dental Partners agreed to buy a North Carolina DSO. Robotics & Automation: Service robotics forecasts jump to $375.14B by 2035; Unitree opened subscriptions for its Shanghai IPO. Regulation & Risk: CFTC warned prediction markets against sportsbook-style odds, while Insygna launched a free “agent report card” to score rogue AI agent security.