Category: Uncategorized

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…

Morning Intelligence – The Gist Israel’s war cabinet woke to a new arithmetic: two far-right ministers threaten to quit if Benjamin Netanyahu endorses President Trump’s 20-point Gaza cease-fire, yet polls show 62 % of Israelis now prioritise hostage release over “total victory.” A split would erase the coalition’s four-seat margin and trigger elections it would…

Evening Analysis – The Gist Lviv awoke to the war’s new arithmetic: 500 drones + 50 missiles = one obliterated family, a darkened grid and NATO jets scrambled over Poland. Russia’s overnight barrage—its largest against western Ukraine—killed at least five, wrecked gas lines and sliced power to 70,000 homes. The Kremlin insists it hit “military-industrial”…