Category: Newsletter
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Lula Wins Brazil Re-Election; Fiscal Rules Key to Term
Lula wins re-election over Flávio Bolsonaro, impacting Brazil’s fiscal dynamics. Asian stocks dip as oil prices soar. Toyota enters the humanoid robot market.
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Nobel Laureate Machado Demands Venezuela Vote Amid Oil Politics
Venezuelan opposition leader María Corina Machado demands a presidential vote, challenging U.S.-backed governance. Trump nears decision on Iran. France…
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Nvidia, Micron Drive US Profit Growth on Cloud Spending
Morning Intelligence • Sunday, October 25, 2026: Nvidia and Micron drive US profit growth; Trump announces Audi plant in Georgia; Trade Desk CEO reprices…
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SpaceX Reduces Starlink Speeds for Ukraine Military
**Evening Analysis • October 24, 2026:** SpaceX slows Starlink for Ukraine’s military, prompting EU satellite plans. Metals traders hit record profits…
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Iraq Closes Al Sheeb, Risks $10bn Iran Trade
Morning Intelligence • Oct 24, 2026: Iraq shuts Al Sheeb crossing to Iran amid regional tensions. UK invests £100m in AI biosecurity lab. Yellow Vests return in France.
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Moderna Shares Drop on Modest Melanoma Vaccine Results
Moderna’s stock falls on melanoma vaccine data; Kering, Decker, and Amex cut back amid consumer slowdown; SLB’s revenue rises with data-center growth. A…
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Spain’s €2bn Asset Shield Eases Borrowing, Raises Costs
Morning Intelligence • Friday, October 23, 2026: Spain wins a major legal ruling shielding €2bn from investors in a long-standing energy subsidy dispute….
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Meta’s Value Plummets $100B Amid AI Spending Concerns
Meta’s $100bn loss raises AI spending doubts; French debt worries hit US Treasury yields; critical PHP flaws prompt global patching; luxury demand wanes.
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Oil Prices Surge Amid Middle East Tensions at Hormuz
Morning Intelligence: October 22, 2026. Oil prices rise on Middle East tensions; Ukraine to buy weapons via NATO; Tesla considers SpaceX merger; Abbott…
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AfD Hit by 400,000 Email Leak, Officials and Donors Affected
Evening Analysis • Oct 21, 2026: AfD faces a leak of 400,000 internal emails, raising legal and political stakes in Germany. Abbott plans to spin off its…