The reporting behind our ratings, weighed by how much it moved our evaluation. State-self-reported sources are excluded from scoring; non-anglophone coverage is surfaced in translation so you see the stories US readers usually miss. Every card links to its source.
Washington told the UN it would support a 12-month drawdown then liquidation of the roughly $500m UN Support Office that sustains the AU mission AUSSOM, threatening the logistics the counter-al-Shabaab mission depends on.
The Federal Reserve raised rates 25bp to 3.75-4.00% on Sept 16-17, its first hike since 2023, with Chair Warsh stating inflation is too high. August CPI was 3.4% YoY and PPI 5.4% YoY.
Trump declined Saudi requests for US strikes on the Houthis twice on Sept 11, offering intelligence only while keeping forces focused on Iran and Hormuz, even as Saudi aircraft pounded Yemen in response.
Georgian Dream announced intent to ban all five major opposition parties that cleared the 2024 parliamentary threshold, adding For Georgia to the Constitutional Court lawsuit while three opposition leaders are already imprisoned.
Ghana's state-owned BOST Energies cut diesel and gasoline exports to Mali and Burkina Faso on Sept 16 to protect local supply, the sixth consecutive pass documenting AES fuel disruption.
The STF closed its Sept 15 session without deciding whether to probe Justice Moraes over Banco Master intercepts; Justice Dino took a 90-day review while Gilmar Mendes attempted to merge related probes.
Thailand and Cambodia began UN-backed compulsory conciliation under UNCLOS in Singapore on Sept 15, replacing the prior stalemate with a formal legal process.
The Thailand-Cambodia dispute showed no regression, with UNCLOS compulsory conciliation underway in Singapore and an ASEAN observer visit to a Banteay Meanchey boundary pillar on Oct 1. Carry-forward de-escalation holding.
A Russian drone struck the Kyiv-Warsaw passenger train near the Polish border on Sept 13, with David Petraeus nearly hit at a rail station and Boris Johnson on an adjacent train.
Acting Navy Secretary Hung Cao acknowledged Sept 13 that NSA Bahrain, home of the Fifth Fleet, has been damaged by Iranian strikes to the point that USS Abraham Lincoln's crew have nowhere to pull in, with a task force assessing restoration.
Drones launched from Maysan province in Iraq struck Petroline pumping stations in Riyadh and Madinah regions on Sept 11. Saudi Arabia shut the pipeline Sept 12 with no restart date, removing the bypass that had carried roughly 5M bpd while Hormuz was effectively closed.
Houthis captured Mocha, Yemen's strategic Red Sea port, then seized Perim and Mayun islands that split Bab al-Mandab into two shipping channels, deploying toward the Hanish Islands and declaring a blockade of Saudi Red Sea ports. This opens a second global chokepoint alongside Hormuz.
The IAEA board voted 23-3 with 8 abstentions on Sept 10 to refer Iran to the UN Security Council for the first time in two decades over refusal to grant inspectors access to sites where uranium traces were detected after June 2025 strikes on its nuclear program.
The ECB hiked 25bp to 2.50% on Sept 10, citing euro-area August CPI at 3.3% with energy inflation at 14.3%. Lagarde warned headline inflation will remain well above target due to Middle East conflict.
President Ruto's order closing foreign-owned small businesses hit its deadline on Sept 7, with roughly 16,000 Burundian refugees and asylum seekers affected and traders rushing to leave. Burundi has raised it diplomatically. A categorical expulsion of a livelihood class landing specifically on a refugee population, which is why Kenya's treatment of non-citizens crosses from positive to negative.
Canada's counter-tariffs on C$27.6bn of US goods took legal effect at 12:01am on Sept 8, covering steel, aluminium, dairy, appliances, agricultural equipment, pulp and paper, plastics and electronics, responding to the 50% US tariff imposed Aug 22. Used as a record of the government's own legal action, which is verifiable and against its own economic interest, not as a self-assessment. The near-term score was already at -8, so retaliation entering force completes the escalation.
Prime Minister Carney imposed $20B in retaliatory tariffs on US steel, dairy, appliances, aluminum and farm equipment at 15-50% rates effective Sept 8.
Eight states issued a joint statement condemning Israeli ministers Katz and Ben-Gvir over stated plans to remove Palestinians from Gaza, after Ben-Gvir put figures on it at 250,000 in year one and roughly 2 million over six years. The signatories include the UAE, an Abraham Accords partner. A joint condemnation naming sitting ministers and including a normalization partner is a measurable alliance cost.
Prime Minister Djuro Macut's government formally asked President Vucic to dissolve parliament and call the snap election, with an Oct 25 date requiring the call by Sept 10. Vucic, term-limited as president, intends to run for prime minister. Closes a carry-forward that two consecutive passes had missed. Genuinely two-sided: the election protesters demanded is being called, and the incumbent preserves his position through a different office.
A Quaest poll puts Flavio Bolsonaro level with Lula at 41% each for an October runoff, with the court crisis read as energizing the right. A judicial scandal converting into polling movement weeks before a national election couples the institutional problem to the electoral one.
Iranian security chief Mohsen Rezaei said Tehran will declare a restricted zone in the Gulf and Gulf of Oman within days, with ships entering without coordinating with Tehran to be placed on a sanction list. An announced legal regime over international water is an escalation of the blockade contest from interdiction to claimed jurisdiction.
The Panama Canal Authority warned that a worsening El Nino drought may force daily transits down from 36 to 32 starting Sept 15, with lake levels near record lows. The authority is describing a restriction on its own revenue-generating asset, a statement against interest. A climate-driven capacity cut to the single asset defining the country's infrastructure position.
President Aoun said Israeli strikes are undermining the US-brokered framework, after Israel declared operational control of the Ali al-Taher complex in southern Lebanon. Third chain on the same deterioration, from the host head of state.
Second chain confirming the result and its federal consequence, framing the risk to Chancellor Merz's coalition and to the economic recovery. Corroborating record.
ISIS-linked insurgents raided a hunting lodge near Marangira in Cabo Delgado, disabling communications first then hitting the lodge, the police post and a clinic. A South African mechanic and two staff were taken hostage with roughly 11 feared missing or captured; three American guests escaped. The insurgency was already priced, but deliberately hitting a tourism site and taking foreign hostages extends the threat to the commercial economy.
Rezaei said the Iran-Oman shipping corridor through Hormuz, with entry and exit points under Iranian control, is agreed and awaiting signature. This is the specific mechanism on which Iran's positive skew rests, and it is closer to signature than at any prior pass even as the near-term conflict score reaches the floor. Sourced to an Iranian official via IRIB, so it is treated as a statement of intent rather than as a concluded agreement.
A nurses' strike reached 40 days and Kenya's national human rights commission attributed 79 maternal and neonatal deaths to the resulting care gap. The attribution comes from the country's statutory rights body rather than the health ministry, so it is not the government grading itself. Held to one step because it rests on a single reporting chain.
The ruble weakened to 85.95 per dollar, down 4.17% over the trailing month. An independent market print rather than a Rosstat figure, which remains unusable under the exclusion rule. Within the range already priced, so it raises confidence rather than moving the score.
A bus carrying 32 people left a mountain road above Sao Filipe on Fogo island late on Sept 5 and fell roughly 30 metres into a ravine, killing at least 25, most of them schoolchildren returning from a volcano excursion. Proportionally severe in a country of about 525,000, but a single crash does not establish a systemic road-infrastructure finding and it rests on one chain.
China's customs agency reported August exports up 25% year over year on autos and high-tech goods. This is the state reporting on its own economy and is used for DIRECTION ONLY under the hard exclusion rule; it cannot move the score. The partner-mirror cross-check via Japan MoF, Taiwan MoF and Korea Customs stays deferred to the late-September window when the August cycle actually publishes.
The envoys went on to Kyiv on Sept 6 and called the talks substantive. Zelensky said afterwards that he expects the war to continue and is counting on US support through winter. Process without a deal, but a live channel, which is the mechanism by which Ukraine's long horizon resolves.
Kim Jong Un commissioned a second naval destroyer and called for a more reliable fleet, as the US, South Korea and Japan launched the fourth Freedom Edge trilateral exercise with six Aegis destroyers conducting integrated ballistic-missile defence. A second destroyer is an incremental capability step and the drill is an annual iteration, so both are recorded rather than scored.
The IRGC fired ballistic missiles at two US Navy warships near the Strait of Hormuz and the US struck three Iranian oil tankers in reply, at Kharg Island, Jask and in the Gulf of Oman. Direct missile fire at US capital ships is a category above the strikes on regional bases that defined the previous window, and it is the basis for taking Iran's near-term conflict score to the floor.
A NYT/WaPo joint investigation published Sept 5 documented SAF development and deployment of chlorine-gas bombs with intercepted communications implicating Gen. Burhan, building on US sanctions under the Chemical and Biological Weapons Control Act.
An IAEA-brokered localized ceasefire took effect on Sept 5 so Ukrainian technicians could repair the sole remaining external power line to the occupied Zaporizhzhia plant, which had been running on emergency diesel since Aug 20 and was approaching a station blackout. The closest this war has come to a radiological event, resolved by a negotiated local pause rather than by either side's restraint.
Second independent chain, adding that Zacatecas alone has logged 23 explosive attacks in 2026 and naming CJNG and Sinaloa as the escalating actors. Corroborates the tactical shift.
A Houthi missile strike killed at least four civilians and injured nine on a crowded road south of Taiz, amid Houthi attempts to advance through western Taiz and southern Hodeidah toward al-Makha and Bab al-Mandeb. Government forces launched fresh air strikes on Sept 7. Movement in both directions with no decisive shift, so both horizons hold.
Fed funds futures put roughly a 58% chance on a September increase, with expected tightening this year rising to nearly 40bp from under 30bp. CPI is 3.4% year over year with core at 2.5% and PCE sticky at 3.7%. WTI moved back above $90 on Hormuz tanker attacks and receding ceasefire hopes. The dollar index sat near 99 and gold fell about 2% to roughly $4,380 after strong employment data. The war is transmitting into US prices through energy, which is the channel the prior pass flagged.