NEW: 🛢️ IEA cuts global oil demand estimate citing prolonged Iran war.

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NEW: 🛢️ IEA cuts 2026 world oil demand forecast to drop 2.5 million bpd, from prior 1.6 million bpd drop, citing US-Iran talks impasse.

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NEW: 🛢️ IEA cuts 2026 world oil supply forecast by 1.3 million bpd to average 100.7 million bpd, down sharply from 2025

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NEW: 🛢️ IEA says full recovery in Gulf oil supplies deferred until 2027

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NEW: 🛢️ IEA reports global oil inventories plunged 95 million barrels in August, indicating severe supply tightness.

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NEW: 💹 Wall Street sees 4%-5% Treasury yields as the new normal, signaling a structural shift in borrowing costs.

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NEW: 🇬🇧 UK inflation expectations for next 12 months drop to 3.2% in August from 4.0% — BOE/Ipsos survey.

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NEW: 🇦🇪 UAE commits €40 billion in new investments in Germany, adding to €34bn already invested

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NEW: 🇦🇪 UAE changes strategy for 5-gigawatt AI campus due to Iranian attacks — sources report

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NEW: 🇮🇳 India launches blockchain pilot to tokenize its $620B corporate bond market using RBI's digital rupee.

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NEW: 🇺🇸 US and Mexico rush for bilateral trade deal before November midterms — Reuters

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NEW: 🇺🇸 SEC proposes allowing blockchain as official ownership registry for tokenized securities, replacing off-chain list requirement.

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NEW: 🇪🇺 ESMA warns major prediction platforms Polymarket and Kalshi lack EU authorization, questions their partial geo-blocks

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NEW: 🇺🇸 Trump meets SEC, CFTC chairs and crypto executives at White House ahead of Thursday's CFTC session.

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NEW: ₿ Citi launches Custody+ digital asset platform, plans to add Bitcoin custody later this year.

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NEW: 🇺🇸 SEC proposes 'Regulation Crypto Assets' rules for certain crypto investment contracts.

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NEW: 🇺🇸 President Trump says US has taken control of Venezuela's oil reserves, estimated at 65 billion barrels.

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NEW: 🇩🇪 German 10-year bond yield crosses 3.5% for first time since 2011 as oil above $100 stokes stagflation fears.

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NEW: 🇷🇺 Russia and India explore digital currency settlements for bilateral trade — Sberbank CEO

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NEW: 🤖 OpenAI CEO Sam Altman says company open to slowing AI development amid safety concerns — Bloomberg reports

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NEW: ₿ Bitcoin drops to $77,000 as US CPI data raises rate hike odds near 70%

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