Read a selection of past newsletters!
Subscribe to get the independent data journalism digests delivered to your mailbox.
2026-01-28 • The S&P 500 surged past 7,000 points, driven by tech stocks. However,
Evening Analysis – The Gist The S&P 500 raced past 7,000 points for the first time today—just nine months after it cleared 6,000 and barely three years after 5,000—underscoring how liquidity-fueled tech euphoria now propels global benchmarks faster than any real‐economy metric. (ft.com) Ye…
Read More2026-01-28 • US hikes tariffs on South Korean goods, rattling markets. Seoul faces pressure to comply or risk broader
Morning Intelligence – The Gist Washington’s abrupt decision to hike tariffs on South Korean autos, lumber and pharmaceuticals from 15 % to 25 % landed after midnight Brussels time, rattling Seoul and wiping up to 5.9 % from Hyundai-Kia shares while knocking the won lower. The White House says…
Read More2026-01-27 • U.S. security guarantees for Ukraine hinge on ceding Donbas, echoing past flawed accords,
Evening Analysis – The Gist Washington’s draft security-guarantee accord for Ukraine—declared “100 percent ready” by President Zelenskyy after trilateral talks in Abu Dhabi—marks the first concrete U.S. commitment to Kiev’s post-war defense since 1994’s ill-fated Budapest Memorandum. (apnews.c…
Read More2026-01-27 • EU bans Russian LNG from 2027, aiming for energy independence with alternatives. Critics worry about potential
Morning Intelligence – The Gist Europe has finally pulled the plug on the Kremlin’s last big energy lever. Yesterday the EU Council rubber-stamped a law that outlaws all Russian LNG from 1 January 2027 and shuts pipeline flows by 30 September 2027. Russian gas already shrank from 40 % of EU su…
Read More2026-01-26 • Landslide on Java’s Mount Burangrang highlights risks from climate volatility, development, and military
Evening Analysis – The Gist Good evening, Indonesia’s pre-dawn landslide on Java’s Mount Burangrang has exposed once again the lethal geometry between climate volatility, unchecked hillside development and military encroachment. Seventeen bodies have been recovered, at least 70 people—among th…
Read More2026-01-26 • Israel’s hold on Gaza’s Rafah crossing hinges on recovering a soldier’s remains, complicating cease
Morning Intelligence – The Gist Israel’s vow to reopen Gaza’s Rafah crossing—only after it recovers the remains of its last hostage, Master Sgt. Ran Gvili—reveals how a single body can bottleneck a cease-fire meant to stabilise a region of 2 million people. AP confirms the army’s “large-scale”…
Read More2026-01-25 • Russian missiles and drones hit Ukraine’s grid, darkening 1.2 million homes. Moscow’s
Evening Analysis – The Gist Russian missiles and 375 drones shattered Ukraine’s grid overnight, plunging 1.2 million homes into sub-zero darkness and wounding dozens in Kyiv and Kharkiv.(aljazeera.com) The scale—two rare Tsirkon ballistic missiles, 25 drones on a single city, 600 buildings wit…
Read More2026-01-25 • Moscow’s strike on Ukraine cut power to 1.2M homes, impacting talks. Each
Morning Intelligence – The Gist Moscow’s overnight barrage—396 drones and missiles—plunged 1.2 million Ukrainian households, including 800 000 in Kyiv, into sub-zero darkness while peace envoys from Kyiv, Washington and Moscow were still shaking hands in Abu Dhabi. One civilian died, at least …
Read More2026-01-24 • Trump’s 100% tariff threat on Canadian imports over an EV-agro pact with China could harm
Evening Analysis – The Gist President Trump’s threat of a 100 % blanket tariff on every Canadian import—retaliation for Ottawa’s tentative EV-for-agro pact with Beijing—signals a deliberate weaponisation of North America’s US$ 795 bn annual goods trade. Canada sells 74 % of its exports southwa…
Read More2026-01-24 • Western allies at Davos faced U.S. threats on EU tariffs and Greenland, fueling strategic hedging
Morning Intelligence – The Gist Western allies spent Davos trying to quiet a geopolitical absurdity: a U.S. president who still wants to own Greenland. EU leaders now speak openly of “de-risking” from Washington after Donald Trump threatened 10 % tariffs on eight European economies, then back-…
Read More