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Evening Analysis – The Gist Europe’s vaunted AI Act is already bending. Internal commission drafts leaked yesterday propose a one-year “grace” on high-risk systems and a delay of transparency fines to 2027, after sustained lobbying from Apple, Meta and a letter signed by 40-plus EU industrial …

Morning Intelligence – The Gist Washington’s quick waiver for Hungary—74 % dependent on Russian gas and 86 % on its oil, per IMF data—carves a $600 million LNG side-deal even as the White House tries to starve Moscow of petrodollars. By granting a one-year escape clause just weeks after unveil…

Evening Analysis – The Gist Wall Street’s sugar-high on artificial-intelligence just curdled: tech-heavy indices are staring at their steepest weekly drop in seven months as roughly $1 trillion in market value evaporated from the “Magnificent Seven.” The Nasdaq slid 2 percent today, while the …

Morning Intelligence – The Gist Brazil’s Amazon-hosted COP30 opened with an unmistakable shot across Washington’s bow. UN chief António Guterres branded the world’s drift toward 2.3 °C of warming a “moral failure,” while Colombia and Pacific leaders openly blamed US fossil-fuel lobbying for th…

Evening Analysis – The Gist Ukraine’s overnight launch of at least 75 long-range drones ignited Lukoil’s Volgograd refinery—5 % of Russia’s refining capacity—killed one civilian and forced airports from Moscow to Rostov to suspend dozens of flights. (reuters.com) I read the strike less as tact…

Morning Intelligence – The Gist The U.S. Supreme Court’s grilling of the Trump administration over its 2025 “Liberation Day” tariffs signals a potential re-balancing of power between Congress and the presidency. Justices across the spectrum questioned whether the 1977 IEEPA—written for narrow …

Evening Analysis – The Gist Washington’s quiet tabling of a UN draft to deploy a two-year international stabilisation force in Gaza is the boldest outside-intervention bid since the 1982 Lebanon mission. Reuters, AP and Al Jazeera report talks with Indonesia, Egypt and the UAE to supply troops…

Morning Intelligence – The Gist Washington has quietly circulated a draft U N Security Council resolution that would create a two-year International Stabilisation Force for Gaza, backed by a “Board of Peace” and World Bank funding. The text needs 9 affirmative votes and zero vetoes; early talk…

Evening Analysis – The Gist Berlin’s extra €3 billion for Kyiv in its 2026 budget lifts Germany’s pledged military support to €11.5 billion next year and pushes total German aid since 2022 above €40 billion, cementing its status as Europe’s paymaster for Ukraine’s defence. Chancellor Friedrich…

Morning Intelligence – The Gist Typhoon Kalmaegi (locally “Tino”) slammed into the central Philippines overnight, killing at least one person, flooding low-lying Samar and Leyte and forcing the evacuation of more than 20 000 residents. The storm packed sustained winds of 85 km/h and dumped up …