Author: AI Editor

Evening Analysis – The Gist Russian energy giant Lukoil’s scramble for a U-turn on U.S. sanctions exposes a deeper shift: hydrocarbon power is no longer shield enough against political risk. Facing a 21 Nov. cut-off that would sever dollar transactions and strand roughly €14 bn in overseas assets, the firm now begs Washington for a…

Morning Intelligence – The Gist Washington has reopened after a 43-day funding lapse that froze pay for 800,000 federal workers, stalled 8 million SNAP payments and shaved an estimated 0.2 pp off Q4 U.S. GDP—more than the entire 2019 shutdown cost in absolute terms. Global markets exhaled: MSCI’s world index firmed while the dollar index…

Evening Analysis – The Gist The Senate’s 60-40 vote to end the record 41-day U.S. government shutdown restores pay for 800 000 furloughed workers and re-opens the $38 trn federal machine—but only until 30 January, and without guaranteeing the health-insurance subsidies that protect 24 million Americans from premium shock. Stocks cheered; the structural deficit will…

Morning Intelligence – The Gist Good morning. The 41-day U.S. federal shutdown—already the longest on record—looks set to end today after the Senate’s 60-40 vote and an expected House nod. Roughly 800,000 federal employees have missed two pay cycles, while Moody’s estimates the stoppage has shaved about 0.3 percentage-points (≈ $6 bn) off quarterly GDP.…

Evening Analysis – The Gist Good evening, G7 foreign ministers gathering today in Niagara-on-the-Lake confront an uncomfortable arithmetic: their countries represent barely 10 % of world population yet 43 % of global GDP and over half of Ukraine’s military aid. Canada’s Anita Anand is urging “ambitious goals for lasting peace,” but Washington’s Marco Rubio arrives…

Morning Intelligence – The Gist Global markets exhaled after the U-S Senate voted 60-40 to end the 41-day federal shutdown—the longest in U.S. history. Relief buying sent the Nasdaq up 2.3 %, the S&P 500 1.5 %, and pushed gold above $4,100, its biggest one-day jump since May. The bill now faces a Wednesday House…

Evening Analysis – The Gist Forty days of fiscal brinkmanship finally cracked last night as the U.S. Senate advanced a stop-gap bill to reopen the federal government until 30 January, triggering a 1.2 % jump in Nasdaq futures and lifting Asian and European markets(reuters.com). The record shutdown had stranded 800,000 workers without pay and snarled…

Morning Intelligence – The Gist The U.S. Senate’s 60-40 procedural vote edges the 40-day federal shutdown toward an end, but the relief rallies in global equity futures mask a deeper fragility. White House economists warn Q4 GDP could slip into negative territory, a stark reminder that a supposedly “domestic” budget fight can torque worldwide growth…

Evening Analysis – The Gist Air-traffic is becoming the most visible casualty of Washington’s 38-day shutdown. FAA orders have already cut 4 % of departures at 40 major U.S. airports, pushing cancellations beyond 1,000 and delays past 4,000 in a single day; officials warn the cap will reach 10 % by next week (transcripts.cnn.com). History…

Morning Intelligence – The Gist Russia’s overnight launch of more than 450 drones and 45 missiles punched fresh holes in Ukraine’s grid, knocking Tsentrenergo’s output to “zero” and plunging Kyiv, Poltava and Kharkiv into rotating black-outs just as temperatures dip toward freezing. Three civilians died—two in Dnipro, one in Kharkiv—while water pumps now run on…