Global Market Update: Treasury Yields, Middle East Oil Flows, and AI Safety Agreements

This segment provides a comprehensive overview of critical developments in global financial markets, focusing on surging U.S. Treasury yields, stabilizing oil prices due to restored Middle East flows, and new regulatory discussions surrounding artificial intelligence safety.

Key topics covered include:
- Analysis of the 10-year and 30-year Treasury yield highs since 2002 and implications for Federal Reserve policy.
- Assessment of crude oil market stability as Strait of Hormuz flows return to pre-war levels.
- Details on President Trump's morally binding agreement with tech giants regarding AI safety assessments.
- European inflation data from France, Germany, and Italy, and its impact on ECB rate decisions.
- Updates on Asian stock performance, Manchester City's financial ruling, and geopolitical shifts involving Lithuania and U.S. troop presence.

Viewers will gain clarity on how structural inflation pressures and geopolitical events are shaping current asset pricing and central bank strategies across major economies.