Category: Uncategorized

Morning Intelligence – The Gist France’s revolving‐door at Matignon spun again overnight as Emmanuel Macron re-installed Sébastien Lecornu—his third pick this year and sixth since 2023—after the 38-year-old resigned only four days earlier amidst cabinet chaos. France now confronts a €178 billion budget hole and a deficit projected by the Banque de France to reach…

Evening Analysis – The Gist The latest U.S.–China rupture pivots on minerals, not microchips. Beijing’s expanded export controls now cover 90% of the world’s processed rare-earths, forcing any firm that uses Chinese magnets or alloys to seek Beijing’s approval. Within hours, President Trump warned of a “massive” tariff surge and hinted he may scrap next…

Morning Intelligence – The Gist Europe’s trade war has shifted from steel to lithium. In the last 24 hours the European Commission told automakers it will slap provisional duties of up to 38.1 % on battery-electric cars built in China—tripling the current levy and taking effect by early November unless a super-majority of EU states…

Evening Analysis – The Gist Israel and Hamas, under intense regional pressure, have accepted the first phase of President Trump’s 20-point Gaza plan: a 48-for-2,000 hostage-prisoner swap, partial Israeli pull-back, and an immediate surge of aid into a territory where war has killed more than 67,000 and displaced two-thirds of the population. (reuters.com) This limited…

Morning Intelligence – The Gist Israel and Hamas have finally accepted the first phase of a U.S.-brokered cease-fire: a 72-hour window to release 20 hostages, swap hundreds of Palestinian prisoners and pull Israeli forces back from most of Gaza. It is the first concrete halt to the two-year war that has killed more than 67,000…

Evening Analysis – The Gist Japan’s Asahi Group has confirmed that the Russian-speaking Qilin gang posted 29 images of stolen files—part of a 27 GB trove spanning 9,300 documents—days after a ransomware hit froze beer shipments nationwide and forced a five-day production halt(reuters.com) Qilin has chalked up nearly 870 victims worldwide since 2022, operating a…

Morning Intelligence – The Gist AstraZeneca’s experimental pill baxdrostat cut 24-hour systolic pressure by a headline 11 mmHg in a Phase III trial of patients whose hypertension resists three-drug therapy, the company confirmed overnight.(reuters.com) The Financial Times notes the result hit the primary endpoint with “highly clinically meaningful” effect, moving the drug a step closer…

Evening Analysis – The Gist The WTO sliced its 2026 merchandise-trade growth outlook to a threadbare 0.5 %, while simultaneously upgrading 2025 to 2.4 % on tariff-driven “front-loading” and an AI-hardware buying spree (reuters.com). The split forecast exposes a sugar-rush pattern: demand is being yanked forward to dodge U.S. duties that average 15 % on…

Morning Intelligence – The Gist France’s government lasted just seven hours yesterday before Prime Minister Sébastien Lecornu resigned—the third premier to fall in 12 months and the shortest-lived cabinet in the Fifth Republic. Markets took notice: the CAC 40 slid 1.4-2 % and French 10-year yields widened 18 bp, erasing a week of European Central…

Evening Analysis – The Gist Sebastien Lecornu’s premiership lasted just 27 days; today’s dawn resignation delivers France its third prime-ministerial collapse in a year and the briefest since the Fifth Republic’s birth in 1958, wiping 1.2 % from the CAC-40 and pushing 10-year OAT yields to 3.6 %. (theguardian.com) With the deficit already at 5.8…