Category: Uncategorized

Morning Intelligence – The Gist Israel’s U.S-brokered Gaza ceasefire (in force since 10 Oct) absorbed its first serious shock overnight: Israeli jets hit Rafah and Khan Younis after Hamas killed two soldiers, leaving at least 26 Palestinians dead and 36 more across the strip by dawn.(reuters.com) The violence exposes the deal’s structural flaw: it rests…

Evening Analysis – The Gist Just eight days after the U.S.–brokered cease-fire began on 11 October, Israel unleashed air- and tank-fire across southern Gaza, citing Hamas gunfire in Rafah. At least 18 Palestinians died, the Rafah crossing stays shut, and Israel has frozen all aid until the remaining hostage bodies are returned.(reuters.com) The flare-up exposes…

Morning Intelligence – The Gist Good morning, Torrential rains-turned-floods across five Mexican states have now killed 72 people, with 48 still missing and 100,000 homes damaged. President Claudia Sheinbaum’s overnight brief underscored a rescue operation spanning 9,000 soldiers and engineers after 21 inches of rain fell in three days – a one-in-100-year deluge, according to…

Evening Analysis – The Gist Repair crews finally reached Zaporizhzhia today after Kyiv, Moscow and the IAEA carved out twin 1.5-km “silent zones,” allowing engineers to reconnect the plant’s two severed high-voltage lines after 26 days on diesel back-ups. Europe’s largest nuclear facility, with six idle reactors, has now lost external power 42 times since…

Morning Intelligence – The Gist Good morning, The fragile Israel-Hamas cease-fire, now one week old, is already fraying. Hamas negotiators told Reuters they will not disarm and intend to retain security control during a five-year reconstruction pause, directly colliding with U.S. and Israeli demands for demilitarisation. (reuters.com) On the ground, the promised “humanitarian surge” has…

Evening Analysis – The Gist Good evening, 18:32. Dutch seizure of Chinese-owned Nexperia and Beijing’s counter-ban on its Chinese plants have halted delivery of the low-margin “jelly-bean” diodes that power everything from seat-belt sensors to EV inverters. The Alliance for Automotive Innovation warns U.S. production lines could stall within weeks, while Nexperia’s 40 % share…

Morning Intelligence – The Gist A U.S. Justice-Department watchdog has asked a bankruptcy judge to appoint an independent examiner at First Brands, the auto-parts conglomerate that imploded last month after a $2.3 billion balance-sheet hole emerged. The move, revealed in overnight court filings, follows FT data showing that some $5 billion of First Brands’ loans…

Evening Analysis – The Gist German Chancellor Friedrich Merz’s Bundestag appeal for a single European stock exchange is the boldest push yet to end the EU’s 500-venue fragmentation, where barely 30 % of share trading is transparent. Euronext and Deutsche Boerse immediately endorsed the call, framing it as Europe’s answer to the NYSE drain on…

Morning Intelligence – The Gist The overnight jolt came from Washington: President Trump says Prime Minister Modi has “committed” to end India’s Russian-oil purchases—roughly 1.7 m b/d, or 40 % of India’s crude imports. Brent jumped 1 % on the headline, signalling traders already pricing a supply squeeze and a steeper Kremlin discount. (reuters.com) If…

Evening Analysis – The Gist Israel’s fragile Gaza cease-fire is fraying. ​Hamas has returned only 8 of 28 dead hostages; one of the four bodies handed over yesterday was mis-identified, triggering Israel to slash the daily aid quota to roughly 300 trucks—half of what the deal promised—and to keep the Rafah crossing shut (reuters.com) The…