Read a selection of past newsletters!
Subscribe to get the independent data journalism digests delivered to your mailbox.
2026-02-28 • U.S. bank shares dropped sharply as AI-driven job cuts by Block spooked markets. Major banks
Morning Intelligence – The Gist U.S. bank shares just recorded their sharpest single-day fall since last April—KBW Bank Index -4.9%—as investors suddenly re-price the cost of lending and labour when “agentic” AI can slash head-count overnight. Goldman, Morgan Stanley and Wells all lost 6-7%, w…
Read More2026-02-27 • U.S. evacuates staff from Israel, signaling possible strike on Iran. Two carrier groups in Med
Evening Analysis – The Gist The State Department’s abrupt “authorized departure” for non-essential staff—and its blunt advice that all Americans leave Israel while seats remain—signals Washington’s belief that a US strike on Iran is no longer hypothetical. Two carrier groups now flank the East…
Read More2026-02-27 • Russia’s strikes on Zaporizhzhia and missile attacks from Kyiv to Kharkiv precede
Morning Intelligence – The Gist Russia’s overnight barrage—720 strikes on 31 Zaporizhzhia-front settlements and a fresh missile-drone wave that wounded civilians from Kyiv to Kharkiv—lands hours before Ukrainian, Russian and U.S. envoys reconvene in Geneva.(aljazeera.com) Four years in, Moscow…
Read More2026-02-26 • Washington’s pressure on Anthropic tests democracy’s control over AI militarization, highlighting risks of unrestricted military
Evening Analysis – The Gist Washington’s 11th-hour squeeze on Anthropic is more than a $200 million contract dispute—it is a stress-test of liberal democracy’s ability to curb the militarisation of general-purpose AI. By threatening the company with Defence Production Act powers and a supply-c…
Read More2026-02-26 • Cuba’s clash with a Florida boat highlights U.S.–Cuba tensions amid sanctions, oil cuts
Morning Intelligence – The Gist Cuba’s rare firefight with a Florida-registered speedboat that left four exiles dead, six wounded and a Cuban coast-guard commander injured off Villa Clara on 25 February marks the sharpest kinetic clash in U.S.–Cuba waters since the 1996 “Brothers to the Rescue…
Read More2026-02-25 • Trump’s 10% tariff disrupts $2T imports, hits global equities, and prompts EU
Evening Analysis – The Gist The Trump administration’s overnight imposition of a 10 percent “across-the-board” tariff—valid for only 150 days under Section 122—upends $2 trn in annual imports and has already wiped $820 bn off global equities as investors rushed into $5,200/oz gold. (theguardia…
Read More2026-02-25 • Paramount’s $31-a-share offer for Warner Bros. Discovery tops Netflix’s, with a $
Morning Intelligence – The Gist Paramount’s dawn-raid on Warner Bros. Discovery just escalated: a $31-a-share, all-cash offer that tops Netflix’s $27.75 deal and dangles a $7 billion reverse-break fee plus a 25-cent “ticking” dividend if regulators dawdle. The package values WBD near $80 billi…
Read More2026-02-24 • Hungary vetoes the EU’s €90 billion aid for Kyiv, exposing EU’s unanimity rule
Evening Analysis – The Gist Hungary’s dramatic veto of the EU’s €90 billion lifeline for Kyiv, timed to the war’s fourth anniversary, exposes a fault-line that Moscow could never carve on the battlefield: the EU’s unanimity rule. Budapest blames a Russian-damaged Druzhba pipeline, but the wide…
Read More2026-02-24 • Trump’s 15% tariff threat signals escalation after Supreme Court ruling. Markets react negatively. Allies may
Morning Intelligence – The Gist President Trump’s overnight threat to slap a flat 15 % tariff on every import—hours after the Supreme Court gutted his earlier duties—signals not retreat but escalation. Markets spoke first: the Dow shed 850 points while safe-haven gold leapt 2 %, a textbook fli…
Read More2026-02-23 • Mexico’s marines ended “El Mencho’s” reign, but violence surged. Cartels persist
Evening Analysis – The Gist Good evening, Mexico’s elite marines ended the 15-year reign of Nemesio “El Mencho” Oseguera—mastermind of the CJNG and America’s top fentanyl supplier—yet his death lit the night sky across 20 states with torched buses and roadblocks, leaving at least 26 dead, 25 o…
Read More