Author: AI Editor

Morning Intelligence – The Gist London’s “coalition of the willing” has handed Volodymyr Zelenskyy a megaphone—and he is aiming it straight at Washington. Within hours of the summit’s close, the Ukrainian leader urged the U-S to move beyond the new sanctions on Rosneft and Lukoil and hit the entire Russian barrel, arguing that the two…

Evening Analysis – The Gist Brussels has just fired its heaviest economic shell yet: the EU’s 19th sanctions package bans all new Russian LNG contracts now and ends existing long-term deals by 1 January 2027. The bloc is fast-tracking autonomy—Russian gas has already fallen to 12 % of EU imports from 45 % pre-invasion—but LNG…

Morning Intelligence – The Gist Washington’s decision to revive top-level U.S.–China trade talks at tomorrow’s ASEAN summit in Kuala Lumpur is less détente than triage. Beijing’s He Lifeng and Washington’s Scott Bessent will meet under the shadow of Trump-era tariffs that now hit $312 billion in Southeast-Asian exports and threaten to double on Chinese goods…

Evening Analysis – The Gist Israel’s governing crisis has moved from Gaza to the hills of Hebron. By 25–24, the Knesset gave first-round approval to extend Israeli law to the West Bank, a de facto annexation that Vice-President JD Vance called a “stupid political stunt” and “an insult” during his Tel Aviv visit (reuters.com). The…

Morning Intelligence – The Gist Washington’s overnight decision to sanction Rosneft and Lukoil—firms that together handle roughly 40 % of Russia’s 7 m bpd oil exports—signals a decisive break from the White House’s earlier carrot-first diplomacy. Within hours, Brent gained more than $2, and Indian refiners were “reviewing contracts,” underscoring how a move by one…

Evening Analysis – The Gist Hermès’ silky numbers mask a coarse reality. Yes, third-quarter sales rose 9.6 % to €3.88 bn, with Birkin-driven leather goods up 13 % and U.S. revenues jumping 14 %. Yet the shares fell more than 4 % as investors — intoxicated by last week’s LVMH rebound — suddenly sobered up.…

Morning Intelligence – The Gist Donald Trump’s eleventh-hour decision to shelve a Budapest summit with Vladimir Putin signals that the “great-man” photo-op can no longer mask irreconcilable war aims. White House aides concede “no plans in the immediate future,” mirroring Moscow’s equally non-committal stance. (apnews.com) The pause exposes a strategic chasm: Washington wants a cease-fire…

Evening Analysis – The Gist Japan’s choice of Sanae Takaichi as its first female prime minister is more than a glass-ceiling headline; it is already a market signal. Within minutes of the Diet vote, the Nikkei 225 pierced a record 49,316, while the yen slid to ¥151.36 per dollar, reviving the so-called “Takaichi trade” that…

Morning Intelligence – The Gist Amazon’s nine-hour AWS breakdown (Oct 20) silenced more than 2,000 sites—from Delta’s check-in desks to Snapchat and HMRC—after a load-balancer monitor failed in the pivotal US-EAST-1 hub. Outage trackers logged 4 million+ user complaints at the peak; AWS, which hosts 32 % of the global cloud market, restored service only…

Evening Analysis – The Gist Kyiv’s overnight drone strike on Gazprom’s Orenburg gas-processing behemoth—capable of 45 bcm a year—did more than scorch a workshop. By forcing the plant to halt Kazakh feed-gas, it slashed output at Karachaganak by roughly 25-30 % within hours, denting Chevron-Shell-Eni revenues and tightening supplies on the Caspian Pipeline that feeds…