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2025-09-22 • Britain, Canada, Australia, and Portugal recognize Palestine, breaking from the Western bloc. It’s more
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…
Read More2025-09-22 • Washington’s first House delegation to Beijing since 2019 highlights strained ties, with $660B trade
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 …
Read More2025-09-21 • London, Ottawa, and Canberra recognize Palestine, shifting Western diplomacy. This impacts leverage and investor sentiment,
Evening Analysis – The Gist London, Ottawa and Canberra’s synchronized recognition of a Palestinian state moves the question of sovereignty from the periphery of Western diplomacy to its center. Three G7 economies have now joined 140-plus nations that already extend de jure recognition, signal…
Read More2025-09-21 • Russia’s drone and missile barrage strains Ukraine’s defenses, highlighting the cost imbalance and need for accelerated Western
Morning Intelligence – The Gist Russia’s overnight salvo—40 missiles and an unprecedented 580 attack-drones—killed three Ukrainians, wounded dozens and forced Poland to scramble allied jets as debris neared NATO airspace. Kyiv says 552 drones and 31 missiles were intercepted, but key power and…
Read More2025-09-20 • EU plans to fund Kyiv up to €39B by securitizing profits from frozen Russian reserves,
Evening Analysis – The Gist Brussels has broken the funding log-jam: EU ambassadors have endorsed a plan to raise up to €39 billion for Kyiv by securitising profits from the €210 billion in frozen Russian central-bank reserves held at Euroclear, effectively replacing the stalled U.S. tranche o…
Read More2025-09-20 • Russia’s airspace violations over Estonia highlight a pattern of aggression, testing NATO’s defenses and affecting regional
Morning Intelligence – The Gist Moscow’s 12-minute trespass over Estonia’s Vaindloo Island does not sound like much—until you count the precedents. It is the fourth Russian air incursion into NATO airspace this year, forcing Italian F-35s to scramble and Tallinn to invoke Article 4 consultatio…
Read More2025-09-19 • Europe sharpens sanctions: full Russian LNG ban by 2027, blacklists 118 tankers
Evening Analysis – The Gist Europe at last sharpens the knife it had long waved. Brussels’ 19th sanctions package accelerates a full ban on Russian LNG to 1 Jan 2027 and blacklists 118 “shadow-fleet” tankers, crypto channels and new banks (reuters.com). Energy still funds roughly a third of th…
Read More2025-09-19 • US vetoes Gaza ceasefire resolution, increasing diplomatic isolation and complicating strategies, as middle powers explore
Morning Intelligence – The Gist Washington has once again stood alone: overnight the United States cast its sixth veto on a Gaza-ceasefire resolution, blocking a 14-1 Security Council vote that demanded an “immediate, unconditional and permanent” halt to fighting, the release of hostages, and …
Read More2025-09-18 • Trump urges UK to use military against Channel migrants, tying it to tech investments. Reflects deeper US
Evening Analysis – The Gist Good evening, 18:32. Donald Trump capped his second UK state visit by urging Prime Minister Keir Starmer to “deploy the army” against Channel migrants, coupling the demand with a £150 bn U.S.–UK tech-investment pledge.(ft.com) The spectacle—royal pageantry inside Wi…
Read More2025-09-18 • The Fed cut rates by 25 bps to 4-4.25%, signaling more cuts
Morning Intelligence – The Gist The Federal Reserve pivoted yesterday, trimming its policy rate by 25 bp to 4-4.25 %—its first cut of 2025—and signaling more could follow. Chair Powell framed the move as “risk-management” amid a cooling labor market, yet dissenting Governor Stephen Miran wante…
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