AGP Executive Report
Last update: 5 hours agoShekel Volatility: The shekel has swung back above NIS 3/$ as Bank of Israel FX interventions, renewed Middle East war risk, and institutional hedging unwind earlier dollar weakness. IMF Global Outlook: The IMF cut its 2026 growth forecast to 3% and lifted inflation expectations, citing the US-Iran conflict and energy shock, with AI demand offering only partial support. Hormuz Flashpoint: The US and Iran traded strikes again, with attacks extending to trade infrastructure like a railway bridge tied to the China-Russia corridor—raising shipping and oil-market jitters. Defense Industry Watch: Turkey dismissed Israeli and Greek objections to a possible US F-35 sale, while Rafael is reportedly in talks to produce Iron Dome interceptors in India—signaling new industrial supply chains. Capital Markets & Risk: Tel Aviv insurers and clean-tech stocks fell on Iran-escalation fears, while Israel’s defense-tech and AI ecosystem continues to attract investment and deal flow. West Bank Land Grab: Peace Now says settlers control nearly a fifth of the West Bank and that annexation-linked approvals accelerated in 2023-2025. Civil Society & Law: A New York pro-Israel coalition plans to raise funds to invest in Israeli treasury bonds to counter BDS.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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