Newsletters

Morning Intelligence – The Gist Israel’s overnight air raids, which Gaza medics say killed 20–24 people and wounded more than 80, are the most lethal breach of October’s U.S-brokered cease-fire to date. (reuters.com) The strikes expose a grim arithmetic: despite the truce, at least 316 Palesti…

Evening Analysis – The Gist Good evening, Washington’s 28-point blueprint to end Russia’s war looks less like peacemaking than risk outsourcing. It trades Ukrainian territory, NATO ambition and force size for a promise— overseen by a “Board of Peace” chaired by Donald Trump— that Moscow will b…

Morning Intelligence – The Gist Washington’s 28-point “peace” blueprint—pressed on Kyiv with a Thursday (Nov 27) deadline—trades territory, NATO ambitions and military size for conditional U.S. guarantees while dangling Russia’s return to the G8 and a $200 bn asset-funded reconstruction pot. P…

Evening Analysis – The Gist The G20’s first-ever African summit opens in Johannesburg under a bruising sky: Washington—still 25 % of world GDP—has confirmed it will leave its chair empty after weeks of sparring with host South Africa over alleged discrimination against white farmers. Leaders f…

Morning Intelligence – The Gist Washington’s overnight courtship of Riyadh is more than pageantry. President Trump’s designation of Saudi Arabia as America’s 20th “major non-NATO ally,” paired with a promised $1 trn investment package and the first-ever F-35 sale to a state beyond Israel, redr…

Evening Analysis – The Gist Washington’s abrupt boycott of the Johannesburg G20—the forum that steers 85 % of global GDP—shatters the fiction that the rules-based order can simply muddle through on autopilot. 42 delegations will still gather, yet an empty U.S. chair looms larger than any commu…

Morning Intelligence – The Gist Nvidia’s $57 billion third-quarter revenue—up 62 % year-on-year and topping already lofty forecasts—has jolted global markets back to risk-on mode; tech-heavy bourses from Tokyo to Seoul jumped more than 3 % overnight, while U.S. equity futures erased a week-lon…

Evening Analysis – The Gist Good evening, Washington’s surprise pact with Riyadh to build the Gulf’s first full-spectrum rare-earths refinery is the day’s most consequential story. The $—undisclosed—venture gives Saudi miner Ma’aden a 51 % stake while MP Materials and the U.S. Department of Wa…

Morning Intelligence – The Gist Global markets just logged a fourth straight sell-off—S&P 500 -0.8 %, Nikkei -3 %, FTSE 100 -1.4 %—as investors brace for Nvidia’s earnings and the first post-shutdown U.S. jobs report. Safe-haven flows into Treasuries and gold belie hopes of a December Fed …

Evening Analysis – The Gist Brazil’s presidency has jolted COP-30 out of its customary late-night drift. At 18:00 today, it circulated a 21-option draft that tries to lock in decisions on finance, trade and transparency before Wednesday, instead of the usual Friday overtime. The text floats a …