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2026-01-18 • Moscow and Kyiv agreed on a cease-fire around Zaporizhzhia nuclear plant after repeated strikes
Evening Analysis – The Gist Moscow and Kyiv have reluctantly carved out a one-mile cease-fire corridor around the Zaporizhzhia nuclear plant after repeated Russian strikes severed its last backup line, forcing Europe’s largest reactor onto diesel generators for 23 days and leaving 40 % of Ukra…
Read More2026-01-18 • Khamenei admits “thousands” died in protests, aligning with rights groups’ reports. Iran
Morning Intelligence – The Gist Supreme Leader Ayatollah Ali Khamenei’s televised confession that “thousands” died in the two-week uprising finally aligns official rhetoric with the grim tallies of rights groups—3,000-plus dead, 22,000 arrested—and validates protesters’ claims of state-enginee…
Read More2026-01-17 • EU and Mercosur form a free-trade zone, impacting 700M people. While geopolit
Evening Analysis – The Gist Europe and South America today finally clasped hands on the EU-Mercosur accord, birthing a free-trade zone of 700 million people and roughly a quarter of world GDP, scrapping more than 90 % of tariffs over the next decade. Brussels projects a 0.1 % lift to EU GDP by…
Read More2026-01-17 • Washington’s tariff truce with Taipei boosts Taiwanese tech investment in the U.S., sparking geopolitical tensions
Morning Intelligence – The Gist Washington’s 15 % tariff truce with Taipei in exchange for at least $250 billion of Taiwanese tech investment marks the most muscular re-shoring gambit since the 1980s U-S-Japan chip wars. TSMC alone plans to lift 2026 cap-ex by 40 % to about $56 billion and fas…
Read More2026-01-16 • China and Canada eased trade tensions: Ottawa cuts tariffs on Chinese EVs; Beijing lowers canola duties
Evening Analysis – The Gist China and Canada used Prime Minister Mark Carney’s first Beijing visit to swap pain points for possibilities: Ottawa cuts its tariff on Chinese EVs from 100 % to 6.1 % (initial quota 49 000 cars), while Beijing slashes canola-seed duties from 84 % to 15 %. The quid-…
Read More2026-01-16 • Oil drops 4.2% to $63.55 as geopolitical signals outweigh OPEC+ cuts
Morning Intelligence – The Gist Oil’s 4.2 % slide to $63.55 / bbl after Washington dialed back threats against Iran is more than a knee-jerk market retrace; it reveals how geopolitical signalling still trumps OPEC+ cuts and tepid demand in setting price floors. Brent has now erased the entire …
Read More2026-01-15 • Greenland is now central in the Arctic contest, with NATO nations responding to U.S. and Russian
Evening Analysis – The Gist Greenland has become the sharpest edge of today’s widening Arctic contest. France, Germany, Norway and Sweden flew company-sized units into Nuuk overnight, answering Denmark’s appeal after Washington revived talk of “taking” the island for U.S. security. Moscow call…
Read More2026-01-15 • The Senate’s crypto bill creates tension between banks and crypto firms. Banks fear losing deposits to stablecoins
Morning Intelligence – The Gist The Senate’s new crypto-market bill has cracked open a rift between two pillars of American finance. Traditional banks warn that 3.5 % “rewards” on dollar-pegged stablecoins could siphon as much as $6.6 trn in deposits, eclipsing their sub-0.1 % average checking…
Read More2026-01-14 • U.S. pulls back from Gulf, highlighting economic-military ties. Iran’s threats, protests,
Evening Analysis – The Gist Washington’s quiet pull-back from Al Udeid and other Gulf hubs signals more than force-protection; it exposes how economic and military deterrence are converging. Tehran’s warning that host states “will be targets” if the U.S. strikes, coupled with a death toll surp…
Read More2026-01-14 • The probe into Fed Chair Powell highlights fears of monetary policy’s legal weaponization, pushing gold prices up
Morning Intelligence – The Gist The Trump-era Justice Department’s criminal probe into Fed Chair Jerome Powell rips at a seam few markets dare contemplate: the legal weaponisation of monetary policy. Gold’s sprint to an unprecedented $4,600/oz and the dollar’s slide (–0.3%) reveal a reflex fli…
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