Category: Uncategorized

Evening Analysis – The Gist Washington and Beijing have edged back from the tariff cliff. Treasury Secretary Scott Bessent says the two sides have a “substantial framework” that would shelve plans for 100% U.S. duties and pause China’s rare-earth export curbs. Brent crude firmed above $66 and the S&P 500 touched another record as risk…

Morning Intelligence – The Gist Washington and Beijing have sketched a “substantial proposal” in Kuala Lumpur, pausing 100 % U.S. tariffs and delaying China’s rare-earth export curbs for a year. Brent crude jumped 0.7 % on the news, and soybean futures rallied 3 %, proof that even a framework—not a treaty—can reprice global risk. (reuters.com)…

Evening Analysis – The Gist China and the United States emerged from Kuala Lumpur trade talks proclaiming a “preliminary consensus” on tariffs, fentanyl controls and export curbs. Beijing’s Li Chenggang confirmed progress, while Washington signaled that Presidents Xi and Trump will try to seal a pact in Seoul on 30 October. The stakes are tangible:…

Morning Intelligence – The Gist Russian missile-and-drone swarms ripped into Kyiv before dawn, killing four and wounding at least twenty across the capital and Dnipropetrovsk. Ukraine’s air-force says it downed 4 of 9 missiles and 50 of 62 Shahed drones—a 77 % intercept rate that nonetheless left a kindergarten ablaze and power facilities scarred. (reuters.com)…

Evening Analysis – The Gist Washington and Beijing just spent eight hours in a Kuala Lumpur skyscraper trying to stop the tariff spiral from snapping the $710 billion trade artery that still binds them. Treasury chief Scott Bessent called the talks “very constructive,” but the clock ticks: Trump’s threatened 100 % duties hit Nov 1,…

Morning Intelligence – The Gist London’s “coalition of the willing” has handed Volodymyr Zelenskyy a megaphone—and he is aiming it straight at Washington. Within hours of the summit’s close, the Ukrainian leader urged the U-S to move beyond the new sanctions on Rosneft and Lukoil and hit the entire Russian barrel, arguing that the two…

Evening Analysis – The Gist Brussels has just fired its heaviest economic shell yet: the EU’s 19th sanctions package bans all new Russian LNG contracts now and ends existing long-term deals by 1 January 2027. The bloc is fast-tracking autonomy—Russian gas has already fallen to 12 % of EU imports from 45 % pre-invasion—but LNG…

Morning Intelligence – The Gist Washington’s decision to revive top-level U.S.–China trade talks at tomorrow’s ASEAN summit in Kuala Lumpur is less détente than triage. Beijing’s He Lifeng and Washington’s Scott Bessent will meet under the shadow of Trump-era tariffs that now hit $312 billion in Southeast-Asian exports and threaten to double on Chinese goods…

Evening Analysis – The Gist Israel’s governing crisis has moved from Gaza to the hills of Hebron. By 25–24, the Knesset gave first-round approval to extend Israeli law to the West Bank, a de facto annexation that Vice-President JD Vance called a “stupid political stunt” and “an insult” during his Tel Aviv visit (reuters.com). The…

Morning Intelligence – The Gist Washington’s overnight decision to sanction Rosneft and Lukoil—firms that together handle roughly 40 % of Russia’s 7 m bpd oil exports—signals a decisive break from the White House’s earlier carrot-first diplomacy. Within hours, Brent gained more than $2, and Indian refiners were “reviewing contracts,” underscoring how a move by one…