Author: Mike Nova

As the cease-fire between Israel and Hezbollah holds, an Egyptian security team is reportedly traveling to Israel for talks over Gaza; The US FTC launches a broad investigation into Microsoft – looking into everything from cloud computing to AI and cybersecurity; Chinese stocks fall after a report the Biden administration is weighing additional curbs on sales of semiconductor equipment and AI memory chips to China; and the Mexican Peso strengthens after President-elect Donald Trump says he had a productive conversation with Mexico’s president Claudia Sheinbaum. Guests include: Omer Chowdhry, Aditum Investment Management, Head of Global Fixed Income & Multi-Asset Strategies; Simon Williams, HSBC Chief Economist: CEEMEA; Burcu Ozcelik, RUSI, Senior Research Fellow: Middle East Security; and Angelo Swartz, Spar CEO. (Source: Bloomberg)

In today’s newsletter: Behind the celebratory scenes on the streets of Beirut lies a battered, divided country teetering on the brink of becoming a failed state

Leaders differ on how they presented Sheinbaum’s plan to stop migrants entering US

Maggie Haberman seemed puzzled by his declaration about a closed border.

This week is a sobering reminder of the uncertainties of US policy to come

The account of a phone call between the pair differs between Trump and the president of Mexico’s respective camps.

Claudia Sheinbaum Pardo said she and Trump had an ‘excellent conversation’

Two days after President-elect Donald Trump threatened to impose sweeping new tariffs on Canada and Mexico as part of his effort to crack down on illegal…