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Evening Analysis – The Gist Good evening. Armenia and Azerbaijan will sign a U.S.-brokered framework in Washington tomorrow, ending 34 years of war and opening the “Trump Route for International Peace and Prosperity” — a multimodal corridor linking Baku to Nakhchivan through southern Armenia. …

Morning Intelligence – The Gist Washington’s abrupt vow to slap a 100 % duty on imported semiconductors—an industry worth $600 bn a year—signals that U.S. trade policy is now an extension of great-power rivalry. Within hours, Intel shed 3 % of its value, while allies from Taiwan to Germany scr…

Evening Analysis – The Gist The Bank of England’s razor-thin 5-4 vote to trim Bank Rate to 4 percent—the fifth cut in a year and the lowest since March 2023—signals less a pivot than a high-wire act. Markets initially cheered, yet gilt yields and sterling firmed as traders priced in fewer futu…

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 tur…

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 tota…

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 fa…

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 …

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 que…

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…

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…