Today's essential intelligence covering international developments and European affairs. UK Pivots on Palestinian Statehood
London has announced a significant policy shift, committing to recognize a Palestinian state by September unless Israel takes substantive steps toward a two-state solution (Politico. Spain's Womb-to-Workforce Intervention
Madrid’s left-wing coalition is expanding state-funded parental leave from 16 to 19 weeks, with single-parent households eligible for up to 32 weeks (Le Monde).

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L'intelligence essenziale di oggi copre gli sviluppi internazionali e la prospettiva europea. Washington contro Duke
Il Dipartimento dell’Istruzione USA indaga su Duke University per presunte preferenze etniche nella Duke Law Journal. Eclipse economy
Il governo spagnolo ha istituito una cabina di regia che coinvolge 13 ministeri per gestire i tre rari eclissi solari totali del 2026-28.

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Today's essential intelligence covering international developments and European affairs. Monetary Squeeze Tests Powell
With the Fed’s two-day meeting opening tonight, fed-funds futures now assign a 45 % probability of a September rate cut, up from 18 % last week as markets digest weaker Q2 core-PCE (2. Spain’s Eclipse Test Run for Mass-Event Governance
Madrid will today green-light a 13-ministry task-force to manage the triple total solar eclipses of 2026-28 (El País).

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L'intelligence essenziale di oggi copre gli sviluppi internazionali e la prospettiva europea. Tagli climatici USA: il test di mercato per l’ambientalismo
Secondo Bloomberg, la Casa Bianca ha proposto tagli per US$ 18 mld ai programmi federali green 2025-26, pari al 32 % dei fondi destinati a ricerca, incentivi rinnovabili e resilience. Berlino fa i conti con il futuro
Secondo il nuovo quadro finanziario diffuso dal Tesoro tedesco, fra il 2026 e il 2029 mancheranno circa 82 miliardi di euro – in media 20 miliardi l’anno – per far quadrare il bilancio federale nonostante un ricorso record al debito.

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Today's essential intelligence covering international developments and European affairs. Trans-Atlantic Tariff Reset
Washington and Brussels stitched up a “mini-deal” that will slap a flat 15 % tariff on most EU goods entering the US—covering roughly €380 bn in annual exports and wiping out the zero-tariff lane created in 2018 (FT, Reuters). Berlin’s €92 bn Hole Tests Debt Brake
Finance Ministry tables a draft showing a €92 bn shortfall through 2029 despite record new borrowing of €44 bn in 2025; discretionary spending would have to fall 8 % to stay within the constitutional debt brake (ZDF, Finance Min.

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L'intelligence essenziale di oggi copre gli sviluppi internazionali e la prospettiva europea. Valutazioni stellari, campanelli d’allarme
Secondo il Wall Street Journal (27/07), il rapporto prezzo/vendite dell’S&P 500 ha superato 3,2x, top dal 2000, mentre il volume di opzioni “zero-day” è salito al 53 % di tutti i contratti USA. Disinflazione a basso costo, ma il conto arriva lo stesso
Il nuovo studio CEPR calcola un “sacrifice ratio” – la perdita di PIL per ogni punto di inflazione tagliato – vicino a 0,3 nelle economie avanzate post-Covid, contro l’1,0 degli anni ’80.

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Today's essential intelligence covering international developments and European affairs. Market Froth Gauge Flashes Red
Investors are tracking five bubble signals—soaring price-to-sales ratios, record margin-loan balances, and retail call-option volume up 73 % year-on-year—that rhyme uncomfortably with late-1999 peaks (WSJ, Reuters). Low-Sacrifice ≠ Low-Cost
Fresh CEPR data show euro-area prices now sit +17 % above pre-Covid trend while jobless rates hover at a 25-year low of 6.

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L'intelligence essenziale di oggi copre gli sviluppi internazionali e la prospettiva europea. Fed sotto pressione, mercati in apnea
Alla vigilia del FOMC, la Casa Bianca chiede «tassi drasticamente più bassi». Dazi e cultura digitale
Washington e Bruxelles tornano al tavolo: la Commissione propone di congelare la web tax – la sovrattassa sui ricavi dei giganti online – in cambio dello stop ai dazi su acciaio e alluminio europei.

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Today's essential intelligence covering international developments and European affairs. Washington vs Powell
With US core inflation now running at 2. Tariff Truce for Digital Peace?
Brussels meets Washington today over the dormant US-EU steel dispute.

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Today's essential intelligence covering international developments and European affairs. Today's international developments span multiple important areas. Today's european developments span multiple important areas.

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