A surprising AI regulatory alliance between the US and China threatens to fracture global tech rollouts, leaving the EU facing a potential innovation freeze. Meanwhile, a simultaneous spike in sovereign yields and crude oil is shattering market hopes for monetary easing, forcing corporate treasurers to brace for a renewed era of stagflation. • Macro reality check: US 10-year Treasury yields hit 4.81% and crude oil tops $95 following Gulf strikes, signaling a "higher-for-longer" debt environment. • The Carolina Principles: Washington and Beijing find rare alignment on light-touch AI regulation at the G20, creating a stark operational divide with the rigid EU. • Logistics under fire: Germany formally accuses Russia of airport drone sabotage, pushing hybrid warfare into physical supply chains and testing NATO's response thresholds. • Hidden supply cha ...