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2026-01-23 • Washington’s retreat on Greenland tariffs highlights a shift in power dynamics. Control over supply chains trumps tariffs
Evening Analysis – The Gist Washington’s overnight retreat on Greenland tariffs is less about face-saving than power-mapping. Forty-eight hours ago the White House threatened 10 % duties on eight EU economies—rising to 25 % by 1 June—unless they stopped “blocking America’s destiny in the Arcti…
Read More2026-01-23 • Abu Dhabi hosts pivotal U.S.–Ukraine–Russia talks. Key issues: territory, NATO,
Morning Intelligence – The Gist Abu Dhabi hosts the first-ever U.S.–Ukraine–Russia trilateral since 2022, an extraordinary pivot engineered by Trump envoys after Putin’s midnight Kremlin session and Zelenskyy’s Davos plea. The 48-hour technical talks open with territory, NATO posture and froze…
Read More2026-01-22 • EU summit on Trump’s tariff threat over Greenland; EU freezes trade pact, markets react. Europe’s strategic autonomy
Evening Analysis – The Gist EU leaders called an emergency Brussels summit today after President Trump’s fleeting 10 % tariff threat on eight European nations over Greenland and his mooted “Board of Peace.” While Washington has since paused the duties, the bloc is freezing a new trade pact and…
Read More2026-01-22 • Washington’s Greenland move is a market-driven reality check. Investors disciplined geopolitical adventurism as EU troops
Morning Intelligence – The Gist Washington’s overnight volte-face on its Greenland gambit is less a diplomatic thaw than a market-driven reality check. After the S&P 500 clawed back 1.2 % when President Trump scrapped his threatened 10 % tariffs on eight EU states, investors—not ambassador…
Read More2026-01-21 • The EU’s narrow vote to send the EU-Mercosur deal to court stalls a major trade pact
Evening Analysis – The Gist The European Parliament’s razor-thin 334-324 vote to dump the freshly-signed EU-Mercosur accord into the EU Court of Justice stalls a pact that would scrap tariffs on 90 % of trade across a 700 million-person market, equal to Germany and Brazil’s combined GDP in flo…
Read More2026-01-21 • Russia’s attacks on Kyiv’s grid cut power to 5,635 buildings, escalating an “energy
Morning Intelligence – The Gist Russia’s pre-dawn launch of more than 300 drones and missiles shattered Kyiv’s grid, cutting heat to 5,635 buildings in –20 °C cold and knocking out up to 8.5 GW of national generating capacity—roughly one-third of winter demand. (apnews.com) Beyond the humanita…
Read More2026-01-20 • Trump’s Greenland demand sparks tariff tensions, impacting EU markets and gold. Risks echo past protectionism and
Evening Analysis – The Gist President Trump’s demand that Denmark “sell” Greenland—backed by escalating tariffs that rise from 10 % on 1 February to 25 % by June—has already shaved 3-4 % off EU-exposed equities, weakened the dollar and driven gold above $4,700/oz. (apnews.com) The episode repr…
Read More2026-01-20 • China’s 5% GDP growth, fueled by a $1.2T trade surplus, hides
Morning Intelligence – The Gist China’s headline 5 % GDP growth for 2025 looks impressive—until you see the scaffolding holding it up. A record-high US $1.2 trn trade surplus and a 5.5 % export surge masked a fourth-quarter slowdown to 4.5 % and the weakest retail-sales rise since COVID curbs …
Read More2026-01-19 • Spain’s AVE network suffered its first fatal crash, highlighting the fragility of high-speed rail.
Evening Analysis – The Gist Spain’s vaunted AVE network—Europe’s largest at 3,100 km—just suffered its first fatal crash in 34 years, when an Iryo train derailed near Adamuz and struck an on-coming Renfe Alvia, killing at least 39 and injuring 150+ passengers.(apnews.com) The tragedy exposes t…
Read More2026-01-19 • China’s 2025 GDP growth hit 5.0%, barely surpassing targets, but relies
Morning Intelligence – The Gist China’s 2025 GDP print landed at 5.0 %, squeaking past Beijing’s own target and soothing markets rattled by Trump-era tariff hikes. Yet the victory is pyrrhic: exports propped up half the expansion while retail sales rose a meagre 0.9 % and new construction star…
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