Author: AI Editor

Evening Analysis – The Gist Good evening, Washington’s surprise pact with Riyadh to build the Gulf’s first full-spectrum rare-earths refinery is the day’s most consequential story. The $—undisclosed—venture gives Saudi miner Ma’aden a 51 % stake while MP Materials and the U.S. Department of War share 49 %. Both sides aim to break China’s 90…

Morning Intelligence – The Gist Global markets just logged a fourth straight sell-off—S&P 500 -0.8 %, Nikkei -3 %, FTSE 100 -1.4 %—as investors brace for Nvidia’s earnings and the first post-shutdown U.S. jobs report. Safe-haven flows into Treasuries and gold belie hopes of a December Fed cut, while Bitcoin’s 30 % slide adds a…

Evening Analysis – The Gist Brazil’s presidency has jolted COP-30 out of its customary late-night drift. At 18:00 today, it circulated a 21-option draft that tries to lock in decisions on finance, trade and transparency before Wednesday, instead of the usual Friday overtime. The text floats a $300 billion climate-aid floor and re-inserts language on…

Morning Intelligence – The Gist Britain’s Labour government has unveiled the harshest asylum overhaul in four decades: refugee status becomes strictly “temporary,” reviewed every 30 months, while the wait for permanent settlement leaps from five to twenty years and visa bans loom for unco-operative African states. (reuters.com) The pivot is nakedly political. Reform UK now…

Evening Analysis – The Gist France’s decision to supply Ukraine with up to 100 Dassault Rafale fighters, drones and air-defence systems is the largest single European weapons sale since the end of the Cold War. At an estimated €15-18 billion, the package would swell Kyiv’s future fleet to roughly 230 Western combat aircraft and marks…

Morning Intelligence – The Gist Tokyo’s overnight decision to dispatch veteran diplomat Takeo Mori to Beijing signals how perilous the Taiwan cross-fire has become. China’s retaliatory travel warning—issued hours earlier—targets the 25 % of Japan’s inbound visitors who are Chinese, a flow worth roughly ¥2.2 trn ($14 bn) in annual spending (reuters.com). Markets reacted instantly:…

Evening Analysis – The Gist Tehran’s surprise admission that “no uranium is being enriched anywhere in Iran” marks the first full-scale shutdown of its centrifuges since Israel-US strikes in June. Reuters confirms Foreign Minister Araqchi’s statement that talks will resume only on “equal and fair” terms (reuters.com). AP notes that the halt stems from damage…

Morning Intelligence – The Gist Britain’s Labour government has unveiled the sharpest asylum reset in a generation: automatic housing and cash support will end, refugee status lasts just 30 months, and permanent settlement slips from 5 to 20 years. Ministers justify the pivot by citing a record 111,000 claims in the year to June 2025…

Evening Analysis – The Gist China’s outsized pavilion at COP30 tells the story: with Washington ditching the summit for the first time in three decades, Beijing is seizing the diplomatic microphone. Executives from CATL to BYD flaunted green tech while negotiators parried over a fossil-fuel “phase-out” that Brazil now threatens to silo into side-talks. The…

Morning Intelligence – The Gist A one-day tremor rippled from Seoul to London as equities finally balked at sky-high AI valuations and fading hopes for a December Fed cut. Seoul’s Kospi dived 3.8 %, Europe’s Stoxx 600 lost 1 %, while the Nasdaq swung from −1.6 % to barely positive after panic buyers stepped in.…