Category: Uncategorized
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2025-08-07 • Guangdong deluge tests global supply chains’ resilience.
Morning Intelligence – The Gist Guangdong’s skies delivered the region’s heaviest August deluge since 1884—Guangzhou logged its second-worst August rainfall on record, grounding hundreds of flights and prompting Beijing to release ¥1 billion ($139 m) in emergency aid. Flood-pooled water is turbo-charging China’s first major chikungunya outbreak: 7,000+ cases, concentrated in export hubs like Foshan.…
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2025-08-06 • Ukraine drones hit Rosneft; Russia exports more oil.
Evening Analysis – The Gist Good evening, 18:32. Ukraine’s AI-guided drones have knocked two of Rosneft’s refineries offline, slicing roughly 5 % of Russia’s processing capacity; Moscow’s response is to divert the crude abroad, adding an extra 200,000 bpd via its western ports and nudging total August exports to 2 mbpd. (reuters.com, dw.com, apnews.com) That…
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2025-08-06 • Israel plans to re-occupy Gaza, risking regional turmoil.
Morning Intelligence – The Gist Israel’s reported plan to re-occupy Gaza—now confirmed by Reuters, AP and Deutsche Welle—would jolt a region already reeling from nearly two years of war. Netanyahu’s security chiefs are weighing a full takeover despite 61,000 Palestinian deaths, UN-estimated famine conditions for 1.9 million civilians and a hostage crisis that still holds…
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2025-08-05 • Trade deficit falls; tariffs strain economy.
Evening Analysis – The Gist America’s trade deficit tumbled 16 % in June to $60.2 billion, its lowest level in almost two years, as consumer-goods imports collapsed under tariffs now averaging 18.3 %—the highest since 1934. The politically charged gap with China shrank to just $9.5 billion, a trough last seen in 2004. (reuters.com, bea.gov)…
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2025-08-05 • Gaza aid crisis: civilian deaths and militarized relief.
Morning Intelligence – The Gist Israeli forces again fired on crowds of hungry civilians in Gaza yesterday, killing at least 40 people and wounding scores near two aid-distribution points; five more died of starvation the same day. UN tallies now show over 1,000 Gazans have been shot while queueing for food since May, and hunger…
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2025-08-04 • Beijing issues red alert amid severe rain forecast.
Evening Analysis – The Gist Good evening, Beijing has hoisted its highest “red” rain-storm alert for six mountain-rimmed districts, ordering residents indoors as up to 200 mm of rain is forecast in just six hours tonight – one-third of the capital’s annual total. The city has already evacuated 70,000 people after last week’s deluge killed…
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2025-08-04 • US tariffs disrupt global trade; risks systemic shift.
Morning Intelligence – The Gist Washington has slammed the brakes on an already-fragile global trading system. In the last 24 hours the White House confirmed tariffs of 35 % on Canadian goods, 50 % on Brazilian exports, 25 % on India and 39 % on Switzerland—lifting the average U.S. tariff rate to a Smoot-Hawley-era 18…
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2025-08-03 • Trump’s 39% tariff on Swiss goods signals trade shift.
Evening Analysis – The Gist The shock 39 % U.S. tariff aimed at Switzerland is more than a bilateral spat—it is the clearest sign yet that President Trump’s trade strategy has pivoted from headline-grabbing skirmishes to systemic realignment. Switzerland sells $48 bn in goods to the U.S. and could see up to a 1 %…
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2025-08-03 • Nuclear signals intensify; risks rise with thin deterrence.
Morning Intelligence – The Gist Washington’s pre-dawn order to redeploy two Ohio-class subs after Dmitry Medvedev’s nuclear bluster is less about metal on the move than signals in the strategic ether. The U.S. keeps 8-10 of its 14 ballistic-missile boats continuously at sea, so “re-positioning” is largely rhetorical, yet it jolted Moscow and markets already…
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2025-08-02 • Hamas refuses disarmament without statehood; conflict persists.
Evening Analysis – The Gist Good evening. Hamas’ blunt refusal to disarm unless a “fully-sovereign Palestinian state with Jerusalem as its capital” is secured shatters the diplomatic fiction that Gaza’s guns could be bargained away first and borders drawn later. Reuters’ rapid‐fire bulletin records the statement’s timing—hours after another failed Cairo-Doha mediation round—and its immediate…
