Read a selection of past newsletters!
Subscribe to get the independent data journalism digests delivered to your mailbox.
2025-12-13 • Israel’s strike on Hamas leader Raed Saed undermines the cease-fire, reigniting conflict and
Evening Analysis – The Gist Israel’s assassination of Raed Saed—described by the IDF as the “second-in-command” of Hamas’s armed wing—signals that the October cease-fire is now little more than diplomatic fiction. Five were killed and at least 25 wounded in the Gaza City strike, and Hamas has …
Read More2025-12-13 • Ukraine’s counter-thrust in Kupiansk reversed Russian gains, impacting logistics. Despite success, Kyiv
Morning Intelligence – The Gist Ukraine’s surprise counter-thrust in Kupiansk—confirmed by Reuters, AP and Al Jazeera—reversed three months of Russian gains and reportedly trapped “hundreds” of Russian troops (reuters.com). While the frontline town is small (pre-war pop. 25,000), its rail hub …
Read More2025-12-12 • Australia’s under-16 social media ban faces a challenge from Reddit, citing free speech concerns and invasive
Evening Analysis – The Gist Australia’s under-16 social-media ban—enforced since 10 Dec and backed by fines of A $49.5 m—has now met its first Big-Tech revolt: Reddit’s High Court suit arguing the law tramples the constitutionally implied freedom of political communication and forces intrusive…
Read More2025-12-12 • Sea-borne sanctions are reshaping energy geopolitics, with U.S. seizures like the VL
Morning Intelligence – The Gist Oil’s overnight lurch tells us that sea-borne sanctions have become the new front line of energy geopolitics. After U.S. commandos seized the stateless VLCC Skipper (off-Venezuela, laden with roughly 2 million barrels of crude), Brent jumped 0.7 % to $61.71 and …
Read More2025-12-11 • Kyiv’s revised plan trims the U.S. draft, rejects land-for-peace. Key issues
Evening Analysis – The Gist Kyiv’s revised 20-point plan landed on Washington’s desk overnight, trimming the earlier U.S. draft by eight clauses and defying pressure to trade land for respite. Key flashpoints—Russian control of Siversk, a jointly run Zaporizhzhia nuclear plant, and a Donbas fr…
Read More2025-12-11 • Fed cuts rates to 3.50-3.75%, boosting equities but lowering the dollar.
Morning Intelligence – The Gist The Federal Reserve’s 9-3 vote to cut its target range to 3.50-3.75 %—its third trim since September—lifted equities worldwide while pushing the dollar and Treasury yields lower, underscoring how one domestic decision still ripples through global asset pricing. …
Read More2025-12-10 • Global markets expect a Fed rate cut to 3.50-3.75%, amid internal F
Evening Analysis – The Gist Global markets are bracing for the Federal Reserve’s third 25-bp cut of 2025, which futures put at an 89 % likelihood, dropping the policy band to 3.50-3.75 %. Ten-year Treasuries still hover near 4.19 %, and the MSCI World index slipped 0.16 % as traders stayed in …
Read More2025-12-10 • The U.S.-brokered Gaza cease-fire’s “Phase 2” faces challenges: Hamas must
Morning Intelligence – The Gist The U.S.–brokered Gaza cease-fire is poised to enter its fraught “Phase 2”: Hamas must return the last Israeli remains; Israel must lift blockades and thin its troops; and a multinational force must deploy—yet none of these pillars is locked in. Hamas is already…
Read More2025-12-09 • Europe’s new antitrust probe challenges Google’s AI practices, impacting content rights and global AI governance, with
Evening Analysis – The Gist Google’s dominance is colliding head-on with Europe’s new AI frontier. Brussels opened a fresh antitrust probe today into whether the company siphons publishers’ and YouTube creators’ material to feed “AI Overviews” without fair terms—its second EU case in a month a…
Read More2025-12-09 • Paramount’s $108B bid for Warner Bros Discovery, backed by major funds, threatens market concentration
Morning Intelligence – The Gist Paramount’s $108 billion all-cash raid on Warner Bros Discovery—$30 a share, 50 % richer in cash than Netflix’s accepted $72 billion mix—signals that global entertainment is consolidating even faster than regulators can count subscribers. Backed by Ellison money…
Read More