Direct US military spending has reached $42 billion, while the economic disruption from Hormuz is costing the world $2.2 trillion annually.
Pakistan’s textile sector enters the post-war period with a diplomatic tailwind, a competitive cost advantage, and structural problems it has deferred for a decade.
Brent crude closed at $88.10 on Friday after Iran struck Kuwait’s power and desalination plant; the MOU has not stopped the bleeding.
Qatar accounts for 90% of Pakistan’s LNG supply, but its Ras Laffan facility was caught in the crossfire, affecting Pakistan’s energy supply.
The Trump administration declined to extend USMCA on July 1, starting a decade-long countdown that could end the trade pact by 2036.
All new government loans and transactions will be contracted on a Shariah-compliant basis from January 1, 2028.
China agreed to support the Teesta project that India failed to resolve in 15 years; delivery is now what matters more than promises.
Iran completed its section over a decade ago, whereas Pakistan has not started its 80 km stretch; the Geneva MOU just removed the main obstacle.
The Rs 18.77 trillion budget brings real relief for salaried workers, the poor, and the informal sector; real context is in the numbers.
Pakistan’s budget 2026-27 froze Rs 920 billion in provincial development funds, the arrangement presented as temporary now has no fixed end date.
