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Horizon

Horizon — 5 October 2026

5 October 2026

World Geopolitics Markets

Briefing for 5 October 2026. Ebola in DRC: France supports Kinshasa · Brazil: Flavio Bolsonaro leads Lula in first round · G20 fails to agree on overcapacities

The last thirty days

World

A day without major disaster: the Ebola epidemic in DRC, preparation for COP31 and violence on Tigray's borders dominate the news.

Illustration : Kinshasa (Democratic Republic of the Congo)
Illustration : Kinshasa (Democratic Republic of the Congo)Garcia-Pavilion · CC BY-SA 4.0 · Wikimedia Commons
Top story
01

Ebola in DRC: France supports Kinshasa

French minister Jean-Noël Barrot travelled to the Democratic Republic of Congo, in Ituri province, to mark France's support in the face of the epidemic. According to Le Monde, this is the deadliest Ebola epidemic in the country's history.

Why it matters

An epidemic described as the deadliest in the country's history is now mobilizing international aid, with France positioning itself alongside Congolese authorities.

02

Pacific leaders alert ahead of COP31

Pacific leaders want to draw global attention to the reality experienced on the front lines of climate change, at a preparatory meeting for COP31. Discussions are being held in Nadi, Fiji, and on the atoll of Tuvalu; COP31 is to take place next month in Turkey.

Why it matters

Island states most exposed to climate change are attempting to influence the agenda of the major climate conference, as Australia is questioned over its expansion of coal production.

Fiji Tuvalu3 sources
03

Medical aircraft crashes off Massachusetts

An air ambulance departing from Bermuda for Boston disappeared after losing altitude and contact with air traffic control. Debris was found off Nantucket island. American coast guards suspended search operations for the six people on board, presumed dead.

Why it matters

Six people are presumed dead in the crash of this medical aircraft.

United States3 sources
04

Russian laboratory technician dies of suspected plague in Siberia

A Russian laboratory employee died of suspected plague in Siberia. A Russian agency links his death to pneumonia of unknown origin, and the United States is monitoring the case.

Why it matters

The case is being followed abroad, but its exact causes remain to be confirmed.

1 source
Russia1 source

In brief

Geopolitics

Brazil heads toward an unexpected runoff between Flavio Bolsonaro and Lula, while war intensifies in Ethiopia, Yemen and around Kiev.

Illustration : Brazil
Illustration : BrazilRafael Rabello de Barros · CC BY-SA 3.0 · Wikimedia Commons
Top story
01

Brazil: Flavio Bolsonaro leads Lula in first round

Flavio Bolsonaro, son of former president Jair Bolsonaro, leads the first round of the presidential election with 47% of votes, compared to 45% for incumbent president Lula. With neither exceeding 50%, a runoff is scheduled for October 25.

Why it matters

A far-right candidate leads the incumbent left-wing president and defies polls, opening a highly uncertain runoff.

02

Ethiopian army retakes Mekele, Tigray region ablaze

The Ethiopian federal army and an allied Tigrayan militia control Tigray's capital, Mekele, after fighting resumed in late September. The presidents of Egypt, Somalia, Sudan and Eritrea met in Alamein and issued a joint statement.

Why it matters

The capture of Mekele revives fears of regional conflict in the Horn of Africa and a new cycle of population displacement.

Ethiopia4 sources
03

Russian strike on Kiev bridge during Merz visit

A Russian drone again struck a Kiev bridge on the day of a surprise visit by German Chancellor Friedrich Merz. Merz announced new weapons contracts and a new promise of financial aid. Moscow had advised Europeans against travelling to Kiev.

Why it matters

German support is displayed as the Ukrainian capital undergoes daily strikes, and Russia promises to intensify its own.

Ukraine Germany4 sources
04

Yemen: government launches offensive against Houthis

The Yemeni government announced a large-scale operation to retake territories still held by the Houthis. The announcement comes as strikes are being exchanged between the Houthis and the coalition led by Saudi Arabia.

Why it matters

This offensive announced as total relaunches an already long-standing conflict.

Yemen4 sources
05

United States withdraws bombers from Fairford

The Pentagon announced the withdrawal of all American bombers deployed at the British Fairford base, used to strike Iran. This withdrawal follows an incident near the base, where gasoline was found in vehicles and six men are under judicial supervision.

Why it matters

An investigation into a suspected terrorist attack plot against this base is leading the United States to withdraw its aircraft.

United Kingdom4 sources
06

Bosnia: Serbian and Croat nationalists advance

In general elections in Bosnia and Herzegovina, Serbian and Croat nationalist parties gained ground. Milorad Dodik claimed victory for his party.

Why it matters

This ballot confirms the country's ethnic and religious divisions.

Bosnia and Herzegovina3 sources
07

British Greens classify Zionism as a form of racism

The British Green Party voted a motion describing Zionism as a form of racism. The party, which obtained 6% of votes in the 2024 national elections, describes Zionism as an ethnonationalist political project.

Why it matters

This position by a British party relaunches the debate on Zionism and British politics.

United Kingdom2 sources

In brief

  • IsraelIsraeli Prime Minister Benyamin Netanyahu orders a review of international flight security to Israel following the Flydubai flight incident.Le Monde ↗
  • IcelandMarco Rubio travels to Iceland on Monday to continue the American offensive in the Arctic following the Greenland agreement.France 24 ↗
  • PalestineIsrael says it killed Saqr Nabil Musa Qaisi in Gaza, a Hamas member and leader of a Turkish NGO.Le Monde ↗
  • United StatesTaiwanIn the United States, the FBI arrests a woman accused of spying for China on the son of the Taiwanese president.Al Jazeera ↗
  • IndiaIndia discusses agreements on cereals and maritime security with Moscow and Kiev, according to minister Jaishankar.South China Morning Post ↗
  • PhilippinesChinaThe Philippines accuse Chinese coast guards of blocking a mission by their forces near Thitu island.The Straits Times ↗
  • IranIranian Oil Minister Mohsen Paknejad resigns without any reason being given.The Hindu ↗

Markets

Markets are calm and trending upward: the Nikkei surges 2.41%, the Nasdaq gains 1.19%, the VIX falls to 15.31 and Brent remains at 101.39 dollars.

Illustration : People's Republic of China
Illustration : People's Republic of ChinaCEphoto, Uwe Aranas · CC BY-SA 3.0 · Wikimedia Commons
Top story
01

G20 fails to agree on overcapacities

China prevented the G20 from reaching agreement on industrial overcapacities, a subject pushed by Washington. Beijing invokes "divergent opinions". The draft text called on all countries to eliminate structural overcapacities in their economies.

Why it matters

This blockade reveals a fracture between Washington and Beijing over industrial policy and trade.

02

2027 Budget: government targets 5% deficit

The government presented its 2027 budget proposal, targeting a 5% deficit of GDP. Bercy says it is "negotiable", but nothing suggests a compromise in Parliament. Laurent Wauquiez rules out a censure strategy, which offers support to the government.

Why it matters

This budget, under strong financial constraint, conditions the trajectory of French public finances.

France2 sources
03

Nikkei crosses 70,000 mark again

The Nikkei index crossed the 70,000 mark again with the return of optimism on AI, and closes at 69,955.26 points, up 2.41%.

Why it matters

The Nikkei rise reflects investor appetite for artificial intelligence-related stocks.

1 source
Japan1 source
04

Middle East oil exports exceed pre-war levels

Middle East oil exports have exceeded their pre-war level, according to published data. They averaged 18 million barrels per day between March 2025 and February. Attacks on tankers have however increased.

Why it matters

Oil flows are recovering despite tensions, which weighs on the energy market.

2 sources

In brief

Closing prices on 5 October 2026

Last close recorded for the briefing of 5 October 2026 (crypto: price at publication time, in US dollars). Information only, not financial advice. All markets and charts →

Today's indicators

Deterministic data, calculated by threshold or taken as-is from official sources — never judged by the model.

Markets

Closing prices and changes
ValueCloseChange
CAC 40 7,897.19 ↑ +0.79 %
DAX 25,231.2 ↑ +1.17 %
FTSE 100 10,461.95 ↑ +0.32 %
S&P 500 7,722.72 ↑ +0.73 %
Nasdaq 27,190.86 ↑ +1.19 %
Nikkei 225 69,955.26 ↑ +2.41 %
Hang Seng 23,993.85 ↑ +0.09 %
VIX 15.31 ↓ -6.59 %
Petrole Brent 101.39 ↓ -0.84 %
Gaz naturel 3.02 ↓ -0.36 %
Or 4,180.2 ↑ +0.43 %
EUR/USD 1.12 ↓ -0.56 %

General, non-personalized information. Does not constitute investment advice, a recommendation, or a solicitation to buy or sell.

Crypto

Prices and changes of major cryptocurrencies
ValuePrice24h change
Bitcoin 85,876 USD ↑ +1.13 %
Ethereum 2,712.22 USD ↑ +0.77 %
BNB 791.77 USD ↑ +0.53 %
Solana 120.88 USD ↑ +0.16 %
XRP 1.51 USD ↑ +1.38 %

aucun seuil franchi, marches crypto calmes

General, non-personalized information. Does not constitute investment advice, a recommendation, or a solicitation to buy or sell.

Supply chain

A combined reading of traffic through strategic straits and energy prices: two signals of the same possible tension on global supply chains. The more severe of the two prevails.

Energy prices and changes
ValuePriceChange
Petrole Brent 101.39 USD ↓ -0.84 %
Gaz naturel 3.02 USD ↓ -0.36 %
  • Bab el-Mandeb — traffic at 90% of normal levels data from 27 September
  • Ormuz — traffic at 50% of normal levels data from 27 September
  • Malacca — traffic at 100% of normal levels data from 27 September
  • Suez — traffic at 93% of normal levels data from 27 September
  • Panama — traffic at 87% of normal levels data from 27 September
  • Bosphore — traffic at 77% of normal levels data from 27 September
  • Gibraltar — traffic at 100% of normal levels data from 27 September
  • Douvres — traffic at 110% of normal levels data from 27 September
  • Taïwan — traffic at 94% of normal levels data from 27 September
  • Cap de Bonne-Espérance — traffic at 102% of normal levels data from 27 September

Ormuz — trafic a 50% de la normale (donnee du 2026-09-27)

International sanctions

Daily movement on the consolidated lists of OFAC (US Treasury) and the UN Security Council: the total almost never moves from one day to the next — the signal is the new entries since the last reading.

No new entries since the last reading.

19,488 entries tracked at OFAC (US Treasury) · 1,011 entries tracked at the UN

Cyber

21 ransomware claim(s) recorded worldwide over the last 48 hours (source: RansomLook). These are claims made by criminal groups on their own leak sites, never independently verified.

lockbit5

capitalbankhaiti.biz

lockbit5 claims to have compromised this organization.

play

Bold Spring Nursery

play claims to have compromised this organization.

play

Silicon Valley Glass

play claims to have compromised this organization.

qilin

Unident Group

qilin claims to have compromised this organization.

qilin

Chadwick Switchboards

qilin claims to have compromised this organization.

qilin

Emser

qilin claims to have compromised this organization.

Connectivity

Significant internet outages detected by IODA (Georgia Tech) over the last 48h.

  • Iraq — traffic at 38% of normal levels