Renewed U.S. strikes on Iran enter their eleventh day, and oil prices are heading toward their biggest weekly gain since April. Manishi Raychaudhuri, CEO of Emmer Capital Partners, and resident financial expert Peter Guy join Jeff Cheung to weigh the fallout from escalating tensions in the Gulf – and examine how drained oil reserves might trigger lasting global inflation into late summer. Meanwhile, Alphabet’s Q2 earnings arrive tonight – and AI CapEx isn't the only thing to keep an eye on.

Samar Sen, Head of International Markets at Talos, talks to Carolyn Wright about the outlook for digital asset markets.

Kan Pang, Transportation Director for Asia at AtkinsRéalis, talks on the importance of transport infrastructure for economic development.