Category: Newsletter
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China’s Growth Falters, Weighs on Global Equities and Sentiment
In today’s Morning Intelligence, markets dip as China’s growth falters, Germany reassesses its trade ties with China, and gold prices rise amid Fed easing expectations.
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Kyiv Abandons NATO Bid, Pursues U.S.-EU Security Guarantees
In today’s digest: Kyiv reconsiders NATO ambitions for U.S.–EU security guarantees amid Berlin talks. Meanwhile, a terror attack in Sydney claims 11 lives,…
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Russia’s Drone Blitz Cuts Power to Millions in Ukraine
In today’s digest, Russia’s drone attacks have left over a million Ukrainians without power, as Kyiv prepares for peace talks in Berlin. Meanwhile, Asia…
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Israel’s Strike on Hamas Leader Raed Saed Escalates Conflict
This evening’s analysis covers Israel’s assassination of Hamas’s Raed Saed, the challenges of U.S. troop commitments to Gaza, and the Czech Republic’s…
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Ukraine Counter-Thrust in Kupiansk Reverses Russian Gains
In today’s digest: Ukraine’s counteroffensive in Kupiansk disrupts Russian supply lines; NY debates medical aid-in-dying legislation; Iran cuts fuel…
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Australia’s Under-16 Social Media Ban Challenged by Reddit
In today’s digest, Reddit challenges Australia’s under-16 social-media ban, while the EU imposes a €3 levy on small parcels to curb e-commerce. Ireland…
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Sea-Borne Sanctions Transform Energy Geopolitics
In today’s digest, U.S. commandos’ seizure of the VLCC Skipper impacts oil prices, while Trump directs $12 billion in aid to farmers amid trade tensions….
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Kyiv’s Revised Plan Rejects Land-for-Peace in U.S. Draft
In today’s digest: Kyiv’s revised peace plan reaches Washington, China’s SMIC advances chip production amid sanctions, and Bulgaria’s youth protests lead to…
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Fed Cuts Rates, Boosting Equities and Weakened Dollar
In today’s digest, the Federal Reserve cuts rates to 3.50-3.75%, impacting global markets. Paramount Skydance escalates its bid for Warner Bros., while the…
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Fed Rate Cut Anticipated as Global Markets Adjust
Global markets brace for a potential Fed rate cut amid mixed signals, while Porsche faces job cuts and Eni announces a major gas discovery in Indonesia.