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Evening Analysis – The Gist Israel’s Prime Minister Benjamin Netanyahu used his UN podium today to double-down on a Gaza offensive that has already killed more than 65,000 Palestinians and displaced 90 percent of the enclave’s 2.3 million people(reuters.com). Over 100 diplomats from 50-plus co…

Morning Intelligence – The Gist Europe’s leaders quietly crossed a monetary Rubicon overnight. Berlin signalled it could back Brussels’ proposal to leverage up to €200 billion in frozen Russian reserves to bankroll Ukraine via EU-backed bonds, while Chancellor Merz urged a parallel €140 billio…

Evening Analysis – The Gist Washington’s 21-point Gaza blueprint, floated on the UNGA sidelines, is less a peace plan than a bid to reset Middle-East leverage. It offers reconstruction funds and Arab security guarantees, yet leaves Israel’s 15-month military campaign structurally intact and sa…

Morning Intelligence – The Gist China’s new 2035 goal—cutting emissions a mere 7-10 % from peak levels—lands like a damp squib at the UN climate summit. The number sounds big until you recall that Beijing’s CO₂ output has already risen 6 % since 2020; on present trends the cut could be achieve…

Evening Analysis – The Gist Brent still sits only in the mid-$80s, yet Riyadh just signalled it may raise output from December, abandoning its informal $100-a-barrel ambition even as the current 1 mbd cut remains in place. Saudi Arabia’s rethink, confirmed by market briefings carried by Reuter…

Morning Intelligence – The Gist OpenAI’s $500 billion “Stargate” build-out—five new U.S. data-center gigahubs with Oracle and SoftBank—signals that the scramble for AI supremacy now pivots on industrial-scale infrastructure, not clever algorithms alone. A single site in Texas will draw 900 MW—…

Evening Analysis – The Gist Donald Trump’s return to the U.N. rostrum—on the organization’s 80th anniversary—was less address than indictment, branding the body “corrupt” while urging states to seal borders and expel migrants. His “America First” doctrine now coincides with a 19.5 % average U.…

Morning Intelligence – The Gist Beijing’s ice-breaking welcome for a bipartisan U.S. House delegation—its first since 2019—signals a deliberate thaw in the world’s most consequential rivalry. Defence-minister Dong Jun emphasised “dialogue over confrontation,” while Rep. Adam Smith called for r…

Evening Analysis – The Gist Britain, Canada, Australia and Portugal’s joint recognition of Palestine signals a rare fracture in the Western bloc that has long moved in lock-step with Washington and Jerusalem. Their decision aligns them with 140-plus UN members and comes after Gaza’s death toll…

Morning Intelligence – The Gist Good morning. Washington’s first House delegation to set foot in Beijing since 2019 may feel symbolic, but numbers sharpen the picture. Two-way goods trade still topped $660 billion in 2024, yet tariffs exceeding 20 % on average and a 40 % drop in bilateral FDI …