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2025-08-26 • Beijing sends envoy to U.S. amid trade tensions.
Morning Intelligence – The Gist A pre-dawn tremor in the trade war: Beijing is dispatching vice-commerce minister Li Chenggang to Washington this week, marking the first Chinese visit since last month’s fragile 90-day tariff truce. Reuters confirms the trip—sourced to the Wall Street Journal—a…
Read More2025-08-25 • Markets recalibrate risk after Ukraine’s drone strikes.
Evening Analysis – The Gist Markets spent the day recalibrating risk after Ukraine’s latest drone salvo torched Russia’s Ust-Luga export hub and the Novoshakhtinsk refinery, temporarily sidelining roughly 100,000 bpd of capacity and pushing Brent to $68.13/bbl — a 0.6 % jump that snapped last …
Read More2025-08-25 • Fed’s dovish pivot sparks market surge; critics concerned.
Morning Intelligence – The Gist The Federal Reserve’s surprise dovish pivot has ricocheted through every time zone. Jerome Powell’s Jackson Hole remarks drove Asia-Pacific equities up 1-2 %, shaved 6 bp off 10-year Treasuries and catapulted the Dow 860 points to a record high. Options markets …
Read More2025-08-24 • Israeli strikes widen; global trade disruption escalates.
Evening Analysis – The Gist Israeli warplanes widened the Gaza offensive overnight, then stunned the region hours later with precision strikes on Yemen’s capital, Sanaa, hitting the presidential compound and power plants after Houthi forces fired a sub-munition ballistic missile toward Eilat. …
Read More2025-08-24 • Germany transits Taiwan Strait, signaling EU hard-power shift.
Morning Intelligence – The Gist Berlin just sent its message at 25 knots. Before dawn on 23 August, the frigate Baden-Württemberg and support ship Frankfurt am Main threaded the 180-km Taiwan Strait—the first German transit in 22 years—under the steady gaze of the PLA Navy. Beijing’s protest w…
Read More2025-08-23 • Syria’s instability persists; elections suspended.
Evening Analysis – The Gist Good evening, Syria’s election commission has suspended next month’s parliamentary vote in the key provinces of Sweida, Raqqa and Hasaka after fresh Druze-Bedouin clashes left hundreds dead and forced Israeli air-strikes on regime positions—proof that “post-war” Syr…
Read More2025-08-23 • Kyiv hears sirens; NATO pledges “iron-clad” support.
Morning Intelligence – The Gist Kyiv woke to air-raid sirens—but also to NATO Secretary-General Mark Rutte pledging “iron-clad” security guarantees designed to deter any future Russian assault. Negotiators are drafting a framework that could mirror Article 5 for Ukraine, with the U.S. and at l…
Read More2025-08-22 • Fed shifts to flexible-inflation targeting, markets react.
Evening Analysis – The Gist The Federal Reserve tore up its 2020 “make-up” playbook today, with Chair Jerome Powell using Jackson Hole to restore orthodox flexible-inflation targeting and delete language premised on near-zero rates. Policy is still set at 4.25-4.50 %, yet PCE inflation has ret…
Read More2025-08-22 • Everglades jail halted; wetlands prioritized over politics.
Morning Intelligence – The Gist Alligator Alcatraz was billed as a 5,000-bed, $450 million-a-year showcase of muscular border policy. A federal judge has now frozen further construction, ordered generators and sewage lines ripped out, and barred new detainees, ruling that the Everglades’ fragi…
Read More2025-08-21 • Russia’s heavy strikes signal threat to Europe, NATO’s gap.
Evening Analysis – The Gist Russian forces unleashed their heaviest aerial barrage in weeks overnight, firing 40 cruise and ballistic missiles plus 574 drones and striking a U.S-owned electronics plant near the Polish border—Kyiv’s gateway to NATO logistics.(ft.com, reuters.com, apnews.com) Mo…
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