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2025-09-10 • Israel’s strike on Doha risks wider Gulf conflict.

Morning Intelligence – The Gist Israel’s overnight strike on Hamas leaders meeting in Doha cracks open a new front—literally—in the Gaza war. At least six people died, according to Hamas, yet the target cadre survived. Within minutes Brent crude jumped almost 2 percent, briefly touching $67 a …

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2025-09-09 • Israel’s strike in Doha disrupts diplomacy, rattles LNG.

Evening Analysis – The Gist Israel’s unprecedented air-strike on Hamas leaders in Doha has pierced the diplomatic firewall that long insulated Qatar. By hitting a US-allied energy giant that hosts 10,000 American troops, Jerusalem internationalised the Gaza war overnight and rattled LNG market…

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2025-09-09 • France’s political and fiscal crisis deepens.

Morning Intelligence – The Gist France’s National Assembly has ejected François Bayrou by 364-194, toppling President Macron’s fourth government in 12 months and pushing the euro-zone’s second-largest economy into uncharted territory. (reuters.com, apnews.com) Public debt sits at 114 % of GDP …

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2025-09-08 • France’s PM Bayrou faces no-confidence vote, instability looms.

Evening Analysis – The Gist France’s fourth prime minister in under two years, François Bayrou, is set to fall in tonight’s no-confidence vote—victim of a €44 billion austerity plan, 5.8 %-of-GDP deficit and public debt now at 114 % of output. All major blocs, from Marine Le Pen’s National Ral…

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2025-09-08 • France faces fifth PM shuffle in two years; crisis looms.

Morning Intelligence – The Gist France wakes today on the verge of its fifth prime-ministerial shuffle in two years. François Bayrou’s minority government is almost certain to be toppled in this afternoon’s confidence vote after proposing a €44 billion austerity budget to tame a deficit stuck …

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2025-09-07 • Russia’s largest air raid on Ukraine escalates tensions.

Evening Analysis – The Gist Good evening, Russia’s overnight launch of roughly 805–810 Shahed-type drones and a dozen missiles against Ukraine marks the largest air raid of the war, igniting Kyiv’s Cabinet building and killing at least 4 people, including an infant; Ukrainian defenses shot dow…

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2025-09-07 • Russia’s major drone barrage hits Kyiv; strains defenses.

Morning Intelligence – The Gist Russia’s largest drone-missile barrage since spring ripped through Kyiv before dawn, killing a one-year-old and wounding at least 11, while setting homes ablaze in both the Sviatoshynskyi and Darnytskyi districts and briefly igniting the roof of the Cabinet of M…

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2025-09-06 • Beirut’s tensions rise; Hezbollah resists disarmament.

Evening Analysis – The Gist Beirut’s political theatre turned combustible again today. Hezbollah ministers stormed out of cabinet as a U.S.–backed army plan to monopolise all heavy weapons resurfaced, while Israel privately notified Washington that it is “preparing a limited ground incursion” …

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2025-09-06 • U.S. jobs weak, unemployment up; economic concerns rise.

Morning Intelligence – The Gist The August U-S jobs print landed with a thud: just 22 000 payroll gains and an unemployment jump to 4.3 percent, the steepest rate since 2021. Futures cheered on the prospect of cheaper money—10-year Treasuries dived to 4.07 percent—but the “bad-news-is-good-new…

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2025-09-05 • EU fines Google €2.95B for ad-tech self-preferencing.

Evening Analysis – The Gist Europe has just dropped a €2.95 billion ($3.5 billion) antitrust hammer on Google’s ad-tech empire, accusing it of “self-preferencing” its AdX exchange and publisher server since 2014 and giving the firm 60 days to propose remedies or face structural break-up option…

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