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Horizon — 1 November 2026

Sunday 1 November 2026

World Geopolitics Markets

Briefing for 1 November 2026. Ebola: over 5,000 deaths in DRC. Markets: Bitcoin $77,795 · VIX 19.42 · CAC 40 7,969 · Brent $113.43 · S&P 500 7,580 · Hang Seng 23,294

The last thirty days

World

A deadly Ebola epidemic in DRC, a record cryptocurrency theft attributed to North Korea and the evacuation of civilians from Oleshky dominate the news, while young people protest in Europe against the cost of living.

Illustration : Ebolavirus
Illustration : EbolavirusCDC/Cynthia Goldsmith · Public domain · Wikimedia Commons
Top story
01

Ebola: over 5,000 deaths in DRC

Democratic Republic of the Congo · 1 source

According to government data, over 5,000 people have died from Ebola in DRC, in the country's deadliest epidemic. Over 10,000 people have contracted the virus.

Why it matters

This is the worst Ebola epidemic DRC has ever experienced, with a very heavy human toll.

1 source
Illustration : Oleshky (Ukraine)
Illustration : Oleshky (Ukraine)ru:user:Gottinight · CC BY-SA 3.0 · Wikimedia Commons
Ukraine · 4 sources
02

Evacuation of civilians from Oleshky, occupied Ukrainian city

Residents of Oleshky, a city in southern Ukraine occupied by Russia, have been reunited with their relatives following their evacuation, carried out by bus or plane via Russia and then Belarus. At least 700 people were evacuated following a humanitarian aid operation. These residents had been deprived of food, water and electricity.

Why it matters

This evacuation ends years of isolation for civilians trapped on the front line.

Ukraine
France, Germany · 4 sources
03

Hundreds of thousands of young people protest in France and Germany

Over 320,000 people marched on Saturday in France for a third day of mobilization against the cost of living and lack of public services, with clashes with police. In Germany, tens of thousands of young people protested in around thirty cities at the call of the 'Gen Z regelt' movement, with violence and looting reported.

Why it matters

The protest led by young people is spreading to several European countries around the cost of living and education.

France Germany
4 sources
04

FBI accuses North Korea of Binance hack

The FBI claims that the North Korean hacker group TraderTraitor is behind the largest cryptocurrency theft ever recorded, valued at 6.3 billion dollars, targeting the Binance platform. Binance says it has covered 90% of the losses.

Why it matters

This is the largest cryptocurrency theft ever recorded, attributed to a state.

Bolivia · 1 source
05

Bolivia declares state of emergency due to El Niño

Bolivia has declared a state of emergency due to the El Niño weather phenomenon. The drought is affecting 78,000 families and has caused the loss of over 75,000 head of livestock. El Niño is expected to peak in late 2026.

Why it matters

The drought is hitting families and livestock hard, and the phenomenon has not yet reached its peak.

1 source
Bolivia
Somalia · 1 source
06

End of UN political mission in Somalia after three decades

The UN is ending its political mission in Somalia, UNSOM, established by the Security Council in 2013 to accompany the transition to democracy and the rule of law after more than two decades of conflict.

Why it matters

The end of this mission marks a turning point in the UN's political presence in Somalia.

1 source
Somalia
2 sources
07

UN biodiversity negotiations end without agreement on financing

UN discussions on biodiversity concluded with new promises to accelerate nature protection, but without clarity on how to finance it.

Why it matters

Without clear financing, nature protection objectives remain difficult to achieve.

In brief

  • SenegalThe 2026 Youth Olympic Games were opened in Dakar, the first time an Olympic event has been held on the African continent.France 24 ↗
  • United KingdomBritish Prime Minister Andy Burnham says he is ready to offer an official apology for the UK's role in the transatlantic slave trade, but refuses financial reparations.France 24 ↗
  • United StatesThe states of Washington and Virginia have filed a lawsuit against Donald Trump's triumphal arch project in Washington.Courrier international ↗
  • PortugalLisbon police forcibly evacuated protest camps against housing set up on Rossio square.Al Jazeera ↗
  • BangladeshAccording to Bangladesh Press Agency, the dengue death toll is rising and is not expected to decline before December, as the country faces a severe measles epidemic.The Straits Times ↗
  • FranceFive far-right British nationals were arrested near Dunkirk for intimidation actions against migrants and are to be expelled.Le Monde ↗

Geopolitics

American threats of new strikes on Iran, the constitutional court crisis in Poland and the end of the UN mission in Western Sahara mark the day.

Illustration : Natanz
Illustration : NatanzBernard Gagnon · CC BY-SA 4.0 · Wikimedia Commons
Top story
01

Trump threatens Iran with new strikes, Tehran promises to retaliate

Iran, United States · 4 sources

Donald Trump stated that the United States could strike 'one or two sites' in Iran, including Mount Kolang near the Natanz nuclear complex, 'in ten minutes'. Supreme Leader Mojtaba Khamenei threatened an immediate and geographically unlimited retaliation. Marco Rubio stated that the United States had not yet decided on new strikes, and the two foreign policy chiefs continue to discuss a diplomatic solution.

Why it matters

The risk of a resumption of war between the United States and Iran remains open despite diplomatic discussions.

Illustration : Constitutional Tribunal of the Republic of Poland
Illustration : Constitutional Tribunal of the Republic of PolandAdrian Grycuk · CC BY-SA 3.0 pl · Wikimedia Commons
Poland · 4 sources
02

Poland: crisis over the Constitutional Court

Clashes broke out overnight around the Polish Constitutional Court. President Karol Nawrocki refuses to validate the appointment of new judges and went to the institution, in conflict with Prime Minister Donald Tusk. Brussels is calling on him to validate these appointments.

Why it matters

The conflict between the president and the Polish government puts the rule of law at stake in an EU member state.

Poland
Western Sahara · 2 sources
03

Western Sahara: UN mission not renewed

American and Russian vetoes at the Security Council prevented the renewal of the UN mission in Western Sahara, Minurso, whose mandate ends on October 31 after 35 years on the ground. It was tasked with monitoring the ceasefire between Morocco and the Polisario Front.

Why it matters

No UN force will any longer monitor the ceasefire in this disputed territory.

Western Sahara
India · 3 sources
04

India: opposition protests demanding resignation of election commission chief

A large demonstration by opposition parties, student organizations and the 'cockroach' movement is taking place in Delhi, under riot control measures. It follows a revision of electoral rolls which, according to the opposition, could exclude 130 million voters.

Why it matters

The protest concerns the reliability of the electoral rolls of the world's most populous country.

India
United States · 4 sources
05

US midterms: Republicans in difficulty two days before the vote

Two days before the midterm elections on November 3, over 52 million Americans have already voted early. Republicans are in a more difficult situation than expected, and the defeat could be heavier than announced.

Why it matters

The result could change the balance of power in Washington.

United States
Taiwan, China · 4 sources
06

Taiwan denounces Chinese patrols east of the island

The Chinese coast guard conducted patrols in waters east of Taiwan, which it describes as routine. Taiwan denounces harassment of ships by radio and reports Chinese activities near the Pratas Islands.

Why it matters

Beijing is increasing its maritime presence around Taiwan, which fuels tensions in the strait.

Taiwan China
Israel · 3 sources
07

Israel: thousands of protesters demand Jewish-Arab coalition against Netanyahu

Thousands of people protested in Israel calling on the opposition to ally with Arab parties to oust Benjamin Netanyahu. Supporters of the Prime Minister organized a counter-demonstration. Arab parties made major gains in the elections.

Why it matters

The future of Israel's political majority depends on a possible alliance between the opposition and Arab parties.

Israel

In brief

  • BrazilUnited StatesDonald Trump states that Flavio Bolsonaro, defeated in the Brazilian presidential election, can remain in the United States as long as he wishes.The Hindu ↗
  • United StatesAmerican justice rejected Donald Trump's defamation lawsuit against the Wall Street Journal over a letter addressed to Jeffrey Epstein.Le Monde ↗
  • Federica Mogherini is not mentioned: EU High Representative Kaja Kallas believes that a return of Vladimir Putin to the G20 risks normalizing Russian war crimes.Politico Europe ↗
  • TurkeyTurkey presents Feridun Sinirlioglu, 70, as a candidate for the position of UN Secretary-General.France 24 ↗
  • UkraineUnited StatesVolodymyr Zelensky is asking the United States to accelerate the delivery of Patriot missiles, as Washington has approved the sale of 500 interceptors.Politico Europe ↗
  • RussiaA massive drone attack targeted the Kstovo oil site, one of Russia's largest refineries, according to the governor of Nizhny Novgorod.Le Monde ↗
  • United KingdomLondon police arrested 139 people outside the US embassy in support of Palestine Action, a banned group.The Hindu ↗
  • YemenThe UN is calling for an investigation following the death of an employee in detention by the Houthis in Yemen, held since June 2024.Al Jazeera ↗

Markets

Wall Street fell sharply in the last session (S&P 500 -1.82%, Nasdaq -2.86%), as did the Nikkei (-2.12%), while Brent remains at 113.43 dollars and gold loses 3.29%.

Theme illustration : Trading floor
Theme illustration : Trading floorAnk Kumar · CC BY-SA 4.0 · Wikimedia Commons
Top story
01

Fitch downgrades France's outlook to negative

France · 1 source

Fitch has changed France's sovereign rating outlook from stable to negative, after maintaining the rating at A+ in late August. It cites a deterioration in debt dynamics.

Why it matters

This warning comes as the budget debate is open in France.

1 source
Illustration : France — Lyon
Illustration : France — LyonOtourly · CC BY-SA 3.0 · Wikimedia Commons
France · 1 source
02

American investors worried about France's political stability

The American Chamber of Commerce in France indicates that France no longer appears as a stable country in the eyes of American investors, bewildered by political and social tensions. This is reflected in increased caution from parent companies in the United States.

Why it matters

This loss of confidence could weigh on foreign investment in France.

1 source
France
France · 1 source
03

Government releases 10 million barrels of diesel to lower prices

The executive assured that the drop in pump prices, expected after the release of 10 million barrels of diesel, would occur next week.

Why it matters

Fuel prices weigh on the purchasing power of the French, at the heart of current protests.

1 source
France
Pakistan · 1 source
04

Pakistani refineries show a 1,860% jump in profits

Pakistani refineries announce a 1,860% increase in profits, described as a windfall linked to the war.

Why it matters

Energy tensions benefit some refiners while weighing on consumers.

1 source
Pakistan
Japan · 1 source
05

Yen bond issuances hit a record 16 billion dollars

Yen bond issuances reach a record 16 billion dollars, as the race to finance artificial intelligence reaches Japan.

Why it matters

AI financing is moving to new debt markets.

1 source
Japan
1 source
06

Data center debt raises concerns

Little-known companies specializing in data centers are fueling fears of an AI bubble bursting. Debt held by these centers amounts to tens of billions of pounds.

Why it matters

A reversal in the sector could affect financial markets.

1 source

In brief

  • MalaysiaMalaysia Airlines indicates that customers could be affected by a security flaw at Amadeus, which it is investigating with the service provider.The Straits Times ↗
  • BangladeshBangladesh creates a commission on wages following violent protests in clothing.The Straits Times ↗
  • Foxconn unveils three electric vehicles to develop its contract manufacturing business.Nikkei Asia ↗
  • ChinaChinese households are reducing discretionary spending amid the real estate crisis and wage pressures.Le Monde ↗
  • AustraliaThe Australian government does not promise net savings in its December budget update, despite pressure from inflation.ABC News (Australie) ↗

Closing prices on 1 November 2026

Last close recorded for the briefing of 1 November 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 7,969.42 ↓ -0.01 %
DAX 25,818.21 ↓ -0.85 %
FTSE 100 10,729.78 ↑ +0.07 %
S&P 500 7,580.07 ↓ -1.82 %
Nasdaq 25,437 ↓ -2.86 %
Nikkei 225 63,290.11 ↓ -2.12 %
Hang Seng 23,294.42 ↑ +1.46 %
VIX 19.42 ↑ +12.91 %
Petrole Brent 113.43 ↓ -1.26 %
Gaz naturel 2.9 ↓ -1.83 %
Or 3,898.9 ↓ -3.29 %
EUR/USD 1.12 ↑ +0.09 %

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 77,795 USD ↑ +0.59 %
Ethereum 2,265.7 USD ↑ +1.08 %
BNB 704.71 USD ↑ +0.68 %
Solana 95.35 USD ↓ -0.29 %
XRP 1.25 USD ↑ +0.61 %

aucun seuil franchi, marchés 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 113.43 USD ↓ -1.26 %
Gaz naturel 2.9 USD ↓ -1.83 %
  • Malacca — traffic at 105% of normal levels data from 25 October
  • Suez — traffic at 100% of normal levels data from 25 October
  • Panama — traffic at 97% of normal levels data from 25 October
  • Bosphore — traffic at 93% of normal levels data from 25 October
  • Gibraltar — traffic at 93% of normal levels data from 25 October
  • Douvres — traffic at 84% of normal levels data from 25 October
  • Taïwan — traffic at 101% of normal levels data from 25 October
  • Cap de Bonne-Espérance — traffic at 102% of normal levels data from 25 October

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.

19,484 entries tracked at OFAC (US Treasury) · 1,007 entries tracked at the UN

Cyber

64 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.

qilin

Danser

qilin claims to have compromised this organization.

vexy

System Soft

vexy claims to have compromised this organization.

vexy

JHAMF Group

vexy claims to have compromised this organization.

qilin

Community Medical Center, Falls City Nebraska

qilin claims to have compromised this organization.

emperador

Punta Shopping

emperador claims to have compromised this organization.

payload

Kraft Lernen

payload claims to have compromised this organization.

Connectivity

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

  • Norfolk Island — traffic at 49% of normal levels

The world in figures

The background to that day's news: public data (conflicts, earthquakes, commodities, agenda). They are not part of the colours or the risk index.

Coming up

as of 1 November 2026

Major central bank decisions and national elections in the following weeks, as known that day.

  • 1 Novembersame day Bulgaria · President (2nd round)
  • 3 NovemberD+2 United States · Senate and House of Representatives
  • 5 NovemberD+4 Grenada · Parliament
  • 7 NovemberD+6 New Zealand · Parliament
  • 15 NovemberD+14 Cape Verde · President
  • 29 NovemberD+28 Spain · Senate and Congress of Deputies
  • 29 NovemberD+28 Switzerland · Referendums
  • 5 DecemberD+34 Gambia · President
  • 5 DecemberD+34 6 December Northern Cyprus · Assembly of the Republic

Source : Fed, ECB, Wikipedia (electoral calendar)

Armed conflict

September 2026

13,286 estimated deaths · 43 countries

  • Ukraine 6,202
  • Yemen 2,924
  • Pakistan 667
  • Ethiopia 609
  • Nigeria 451
  • Sudan 277
  • Mexico 262

Central estimate, provisional monthly data; change versus the previous month.

Source : UCDP, Uppsala University (CC BY 4.0) ↗

Earthquakes

previous 7 days

139 of magnitude 4.5+ · 4 of 6+

  • 6.4 southeast of Easter Island 29 October
  • 6.2 Vanuatu 29 October
  • 6.0 Japan 31 October
  • 6.0 Vanuatu 28 October
  • 5.9 China 25 October

Source : USGS (public domain) ↗

Commodities

September 2026

Monthly average world prices in US dollars; indices 2010 = 100.

Level1 month1 year
Energy149+25.7 %+70.0 %
Food124+3.8 %+15.8 %
Fertilizers147+0.4 %−1.7 %
Base metals166+0.8 %+35.1 %
Precious metals339−1.9 %+22.6 %
Detailed prices
Level1 month1 year
Brent crude117 $/bbl+28.5 %+71.8 %
Natural gas (Europe)25.42 $/MMBtu+20.4 %+128.6 %
Wheat347 $/t+5.2 %+48.4 %
Maize240 $/t+7.0 %+21.4 %
Rice482 $/t+2.3 %+28.9 %
Cocoa5.92 $/kg−0.5 %−15.8 %
Arabica coffee7.26 $/kg−8.9 %−17.8 %
Copper14,474 $/t+1.0 %+45.0 %
Gold4,319 $/oz−2.1 %+17.7 %

Source : World Bank, Pink Sheet (CC BY 4.0) ↗

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