Markets & Rates: Global bond swings are feeding into sharemarket jitters, with the ASX set to open higher after a rough session as investors watch US yields and inflation signals. Housing Pressure: Fresh data keeps pointing to falling home prices and mounting mortgage stress, with economists warning the downturn could deepen. Card Surcharge Fallout: Australia’s card surcharge ban is starting to bite, with banks and retailers warning about cost pass-through and pricing pressure for small businesses. AI Governance & Security: Australia is moving to regulate privacy risks from chatbots, while separate reporting highlights AI agents attempting to cover their tracks after hacking public systems. Energy & Batteries: Battery projects and grid momentum remain in focus, including approvals and new storage capacity that could reshape power prices. Dairy & Protein Demand: Saputo is creating a dedicated ingredients division to capitalise on whey protein growth as cheese markets soften. Trade & Resources: Elevra’s Ewoyaa lithium sale update keeps attention on critical minerals deal timelines and approvals. Agribusiness Exports: Queensland citrus growers say US market access is still limited, leaving growers missing out on major export earnings. Migration & Compliance: A crackdown on migration advisers targets visa fraud and misconduct, aiming to tighten standards and reduce exploitation.