Category: Uncategorized

Evening Analysis – The Gist Israel’s unprecedented air-strike on Hamas leaders inside Doha—killing at least six people and breaching Qatari airspace guarded by U.S.-made Patriots—shatters the understanding that the Gulf is a neutral mediation hub. (reuters.com, apnews.com) I read the raid less as a tactical blow to Hamas than as a strategic message: Israel will…

Morning Intelligence – The Gist Israel’s overnight strike on Hamas leaders meeting in Doha cracks open a new front—literally—in the Gaza war. At least six people died, according to Hamas, yet the target cadre survived. Within minutes Brent crude jumped almost 2 percent, briefly touching $67 a barrel before settling up 0.6 percent as traders…

Evening Analysis – The Gist Israel’s unprecedented air-strike on Hamas leaders in Doha has pierced the diplomatic firewall that long insulated Qatar. By hitting a US-allied energy giant that hosts 10,000 American troops, Jerusalem internationalised the Gaza war overnight and rattled LNG markets already pricing winter supply at $11.60/mmBtu, up 4 % in hours. Qatar’s…

Morning Intelligence – The Gist France’s National Assembly has ejected François Bayrou by 364-194, toppling President Macron’s fourth government in 12 months and pushing the euro-zone’s second-largest economy into uncharted territory. (reuters.com, apnews.com) Public debt sits at 114 % of GDP and servicing costs now consume 7 % of state spending—double the share before the…

Evening Analysis – The Gist France’s fourth prime minister in under two years, François Bayrou, is set to fall in tonight’s no-confidence vote—victim of a €44 billion austerity plan, 5.8 %-of-GDP deficit and public debt now at 114 % of output. All major blocs, from Marine Le Pen’s National Rally to the hard-left France Unbowed,…

Morning Intelligence – The Gist France wakes today on the verge of its fifth prime-ministerial shuffle in two years. François Bayrou’s minority government is almost certain to be toppled in this afternoon’s confidence vote after proposing a €44 billion austerity budget to tame a deficit stuck at 5.8 % of GDP and debt now 113.9…

Evening Analysis – The Gist Good evening, Russia’s overnight launch of roughly 805–810 Shahed-type drones and a dozen missiles against Ukraine marks the largest air raid of the war, igniting Kyiv’s Cabinet building and killing at least 4 people, including an infant; Ukrainian defenses shot down about 750 drones and 4 missiles, yet debris struck…

Morning Intelligence – The Gist Russia’s largest drone-missile barrage since spring ripped through Kyiv before dawn, killing a one-year-old and wounding at least 11, while setting homes ablaze in both the Sviatoshynskyi and Darnytskyi districts and briefly igniting the roof of the Cabinet of Ministers.(apnews.com, reuters.com) Moscow has now launched almost 750 Shahed-type drones and…

Evening Analysis – The Gist Beirut’s political theatre turned combustible again today. Hezbollah ministers stormed out of cabinet as a U.S.–backed army plan to monopolise all heavy weapons resurfaced, while Israel privately notified Washington that it is “preparing a limited ground incursion” across the Lebanese border. The militant movement warns disarmament is impossible until Israel…

Morning Intelligence – The Gist The August U-S jobs print landed with a thud: just 22 000 payroll gains and an unemployment jump to 4.3 percent, the steepest rate since 2021. Futures cheered on the prospect of cheaper money—10-year Treasuries dived to 4.07 percent—but the “bad-news-is-good-news” reflex feels brittle. (reuters.com) Look past the headline and…