Category: Uncategorized

Evening Analysis – The Gist Netflix’s $83 billion swoop on Warner Bros Discovery is not just another Hollywood headline—it is the largest media takeover since Disney-Fox in 2019 and hands a single platform the Harry Potter, DC and HBO crowns. The all-cash-plus-stock bid of $27.75 per share and a $5.8 billion break-fee frame the size-of-wallet…

Morning Intelligence – The Gist French President Emmanuel Macron’s three-day swing through China reached a symbolic peak this morning when Xi Jinping escorted him to Chengdu—an honour China has previously reserved for only two foreign leaders since 2013. The choreography signals Beijing’s courtship of the EU’s second-largest economy at a moment when Brussels is reassessing…

Evening Analysis – The Gist Europe has fired its heaviest energy salvo yet: a legally binding phase-out of all Russian gas by 2027, steam-rollered through majority voting to sidestep Hungarian and Slovak vetoes. Brussels is gambling that LNG, renewables and demand-side cuts can replace the 155 bcm a year once piped from Siberia—an audacious bet…

Morning Intelligence – The Gist Israel’s pledge to reopen Gaza’s Rafah crossing—under EU monitoring and with dual Israeli-Egyptian vetting—may evacuate some of the enclave’s 16,500 urgent medical cases, yet it still bars re-entry and hinges on Hamas delivering the last two hostage remains.(reuters.com) Seventy-thousand war deaths and a shattered health system make movement a humanitarian…

Evening Analysis – The Gist Good evening, Brussels just fired the starter-pistol on a historic energy divorce: a provisional EU deal will ban all Russian LNG by end-2026 and shutter long-term pipeline contracts no later than 1 November 2027. Russian gas, once 45 % of EU supply, has already slid to 19 % this year,…

Morning Intelligence – The Gist Good morning. Russia’s five-hour Kremlin session with U.S. envoys Jared Kushner and Steve Witkoff ended without a deal, leaving Putin repeating that “if Europe wants war, Russia will defeat you,” even as Kyiv confirmed only a “refined” draft peace framework after earlier Florida talks.(apnews.com) Moscow’s battlefield leverage is real: it…

Evening Analysis – The Gist OPEC+’s decision to submit every member to an annual, third-party audit of “maximum sustainable capacity” marks the cartel’s most radical transparency shift since quotas began in 1982. By 2027, production targets will be pegged to verified geology, not political assertion—critical when the UAE claims 5 mb/d capacity while Angola’s output…

Morning Intelligence – The Gist Apple’s abrupt hand-over of its AI helm from John Giannandrea to ex-Microsoft and Google veteran Amar Subramanya is more than a personnel shuffle; it is Apple’s tacit admission that its once-mythic “it ships when it’s perfect” mantra cannot survive a generative-AI cycle measured in quarters, not years. (reuters.com) Giannandrea arrived…

Evening Analysis – The Gist The first tremor of December did not come from a battlefield or a ballot box but from Constitution Avenue: President Trump signaled he has chosen his next Federal Reserve chair, and betting markets now price Kevin Hassett as front-runner. Reuters notes that Hassett already commands “above a 50% probability” and…

Morning Intelligence – The Gist The overnight Miami talks between Secretary of State Marco Rubio and Kyiv’s new negotiator Rustem Umerov edged the U.S.–Ukraine peace track forward, with both sides calling the four-hour session “productive.” Reuters notes that envoy Steve Witkoff now heads to Moscow, signalling a rare tri-capital shuttle since 2022 and the first…