Newsletters

Morning Intelligence – The Gist Good morning, The fragile Israel-Hamas cease-fire, now one week old, is already fraying. Hamas negotiators told Reuters they will not disarm and intend to retain security control during a five-year reconstruction pause, directly colliding with U.S. and Israeli d…

Evening Analysis – The Gist Good evening, 18:32. Dutch seizure of Chinese-owned Nexperia and Beijing’s counter-ban on its Chinese plants have halted delivery of the low-margin “jelly-bean” diodes that power everything from seat-belt sensors to EV inverters. The Alliance for Automotive Innovati…

Morning Intelligence – The Gist A U.S. Justice-Department watchdog has asked a bankruptcy judge to appoint an independent examiner at First Brands, the auto-parts conglomerate that imploded last month after a $2.3 billion balance-sheet hole emerged. The move, revealed in overnight court filing…

Evening Analysis – The Gist German Chancellor Friedrich Merz’s Bundestag appeal for a single European stock exchange is the boldest push yet to end the EU’s 500-venue fragmentation, where barely 30 % of share trading is transparent. Euronext and Deutsche Boerse immediately endorsed the call, f…

Morning Intelligence – The Gist The overnight jolt came from Washington: President Trump says Prime Minister Modi has “committed” to end India’s Russian-oil purchases—roughly 1.7 m b/d, or 40 % of India’s crude imports. Brent jumped 1 % on the headline, signalling traders already pricing a sup…

Evening Analysis – The Gist Israel’s fragile Gaza cease-fire is fraying. ​Hamas has returned only 8 of 28 dead hostages; one of the four bodies handed over yesterday was mis-identified, triggering Israel to slash the daily aid quota to roughly 300 trucks—half of what the deal promised—and to k…

Morning Intelligence – The Gist Beijing’s fresh squeeze on rare-earth exports has jolted Brussels into rallying the G7—and, pointedly, Washington—behind a joint response. EU trade chief Maroš Šefčovič warns that Chinese licensing delays have already idled European plants, underscoring a struct…

Evening Analysis – The Gist Belgium’s one-day general strike rippled far beyond the Grand-Place. Some 80,000 marchers clogged Brussels as security walkouts shut every departure at the nation’s two main airports and sliced metro service to a skeleton, stranding an estimated 200,000 travelers. U…

Morning Intelligence – The Gist Global markets have spent 2025 levitating on stimulus and wishful thinking; today the G-20’s Financial Stability Board warns that gravity is preparing its reply. Chair Andrew Bailey tells finance ministers that equity and housing valuations now outstrip the “unc…

Evening Analysis – The Gist Good evening, Hamas today released all 20 surviving Israeli hostages while Israel began freeing more than 1,900 Palestinian prisoners under the first phase of a Gaza cease-fire that ends two years of war which has killed an estimated 67,000 Palestinians and displace…