Woofun AI notes that global markets are focusing on major economic events, including U.S. non-farm payrolls and central bank meetings, to gauge liquidity repricing for the second half of the year. Federal Reserve Chair Powell's upcoming statements are critical, with markets pricing in a continued hawkish stance or potential rate hikes.

Middle East tensions remain a key variable, with Iran asserting control over the Strait of Hormuz within 30 days and shipping firms warning of prolonged mine clearance.

Meanwhile, sovereign wealth funds are increasing allocations to energy and infrastructure assets, reflecting a shift toward supply chain security. Crypto markets will remain sensitive to U.S. dollar trends and macro policy shifts.