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Evening Analysis – The Gist The United States’ overnight green-light for a record $11.1 billion weapons package to Taiwan—the second mega-sale in six months—recasts the Taiwan Strait as the world’s most expensive flash-point. 82 HIMARS launchers, 420 ATACMS missiles and dozens of drones move W…

Morning Intelligence – The Gist Global equity screens glowed red overnight as the Nasdaq shed 1.8 %—its steepest one-day fall since October—dragged down by Oracle (-5.4 %) and Nvidia (-3.8 %), whose debt-fuelled datacentre spree suddenly looks less like “the new railroads” and more like 1999 w…

Evening Analysis – The Gist Gold’s overnight lurch higher­—$4,318 /oz for bullion and a record $65.9 /oz for silver—signals more than a knee-jerk flight to safety. Traders seized on a surprise rise in U.S. unemployment to 4.6 %, pricing in deeper Fed easing and knocking real yields lower, the …

Morning Intelligence – The Gist Washington’s sudden naval “ring-fence” around Venezuela jolts an oil market already tight from OPEC+ supply discipline. Trump’s order to stop all sanctioned tankers could choke roughly 650,000 b/d of Venezuelan crude—equal to 0.6 % of world supply—much of it hea…

Evening Analysis – The Gist Russia has dangled the prospect of a Christmas cease-fire in Ukraine, but only if the broader U.S.-led peace deal materialises, Kremlin spokesman Dmitry Peskov said today (reuters.com). Kyiv and Washington claim 90 % of a draft accord is already agreed (apnews.com),…

Morning Intelligence – The Gist Washington’s offer of NATO-style, legally-binding security guarantees to Kyiv—endorsed yesterday in Berlin by ten EU leaders—recasts the peace calculus. By decoupling protection from formal NATO membership, the U.S.–EU plan for a 25-nation multinational force an…

Evening Analysis – The Gist Good evening, Berlin’s “near-deal” masks a perilous gap between negotiating tables and public sentiment. While U.S. envoys say 90 % of issues in a draft peace accord are settled, Kyiv’s own poll shows 75 % of Ukrainians refuse territorial concessions and 63 % still …

Morning Intelligence – The Gist Equities opened the week on the back foot: MSCI’s Asia-Pacific index slipped 1 %, South Korea’s Kospi lost 2.7 %, while S&P 500 futures managed only a tepid 0.3 % bounce. Traders are bracing for a trifecta of policy calls—Bank of Japan (likely +25 bp), Bank …

Evening Analysis – The Gist Kyiv’s vow to abandon its NATO ambition in exchange for U.S.–EU-led security guarantees resets the strategic chessboard. The concession—announced as Berlin peace talks open—meets a core Kremlin demand yet stops short of yielding territory. Ukraine’s constitutionally…

Morning Intelligence – The Gist Russia’s overnight drone-and-missile blitz cut power to more than a million Ukrainians, while Kyiv’s drones killed two inside Russia’s Saratov region.(apnews.com) Yet on Monday Berlin will host President Zelenskyy, U.S. envoys and EU leaders to hash out the “fun…