European Union
Political agreement in the Political and Security Committee on 25 September releases the European Peace Facility money Hungary had vetoed since May 2023; the veto fell after Péter Magyar replaced Viktor Orbán in April. Kaja Kallas said the pot splits into €4.7 billion of reimbursements, €1 billion for joint procurement and €900 million for the EU training mission. Several legal acts must still be adopted. Ukraine faces a $27 billion gap in its defence budget, which Zelenskyy said must be closed by November to pay for drones due in early 2027.
Euronews
Proposal of 23 September: the Commission finds that Hungary has addressed the rule-of-law weaknesses behind the 2022 budget-protection measures — public procurement, anti-corruption, conflicts of interest and prosecutions — including a stronger Integrity Authority, an asset-declaration system and accession to the European Public Prosecutor's Office. If the Council agrees, within one month, €4.2 billion of suspended cohesion commitments return and students and researchers at universities run by public interest trusts regain access to Erasmus+ and Horizon Europe.
European Commission
Confirmed by Commission spokesperson Thomas Regnier on 25 September. The original request dated from Viktor Orbán's government; Péter Magyar wanted it reassessed over alleged corruption risks. Italy has formally requested €8 billion, roughly half the €14.9 billion first expected. SAFE lends up to €150 billion to 19 member states, and at least 65 percent of a weapon system's value must come from the EU, Ukraine or EEA/EFTA countries.
Euronews
Announced on 22 September by Trade Commissioner Maroš Šefčovič and Philippine Trade Secretary Maria Cristina Aldeguer-Roque. The FTA would liberalise over 94 percent of tariff lines, covering more than 97 percent of bilateral trade, and open Philippine public procurement to foreign bidders for the first time. Goods trade reached €17.6 billion in 2025 and services €10.3 billion in 2024. Talks began in 2015 and resumed in March 2024; technical details are to be finalised in the coming months.
European Commission
The second half of the €1 billion package announced in May 2024, presented on 23 September by Commissioner Dubravka Šuica at the UN General Assembly. It funds basic services and cash aid for vulnerable people, reforms of justice and oversight bodies, the security sector and border management, and civil society. More than 1 million people have been displaced in Lebanon since March. Kaja Kallas said a new EU mission to advise and train Lebanon's armed forces is being prepared.
European Commission
Signed on 23 September in New York, the first flagship projects of the EU-led Team Gaza Initiative, launched in July with nearly €1 billion. €37 million with UNICEF will improve drinking-water access and cut exposure to wastewater for about 1 million people; €6 million with UNDP supports waste collection, transfer and a recycling pilot. The initiative gathers 14 countries, the Commission and the EIB under UN Security Council Resolution 2803.
European Commission
Launched on 23 September by Ursula von der Leyen and Mark Carney at the UN General Assembly to support the Global Ocean Observing System. The EU added €92 million in seed funding and Canada pledged C$82 million over five years; with the other partners, pledges reach almost €220 million in money, in-kind support and assets such as research vessels, sensors and drones. The alliance has 31 members: the EU and 30 countries.
European Commission
The Council added her to its sanctions list on 24 September for spreading pro-Russian narratives in France and the EU, citing appearances on CNews, Europe 1 and the JDD after RT's broadcasts were suspended. She faces an asset freeze in all 27 member states, a ban on receiving funds, including a salary, and a travel ban. France had already ordered her expulsion and frozen her assets, measures she is challenging.
Euronews
Commission spokesman Olof Gill said on 24 September that curbs floated by President Trump could hurt both sides; the US supplied about half of EU diesel imports in August. US Energy Secretary Chris Wright said there would be voluntary restrictions rather than an outright ban. In the week from 21 September, EU averages reached €2.092 per litre for petrol and €2.226 for diesel, the highest since the Commission's series began in 2005.
Euronews
ACEA figures of 24 September: electric cars took 27.7 percent of new EU registrations, up from 17.8 percent a year earlier. Total sales rose 4.5 percent in August and 5.3 percent in January–August. Hybrids remain the most popular powertrain, with 36.6 percent so far this year. Germany led with nearly 69,000 electric cars, ahead of France with more than 36,000. EY attributes the rise mainly to subsidies and an extra working day.
ACEA / Euronews
World
Xi's three-day visit to Washington ended on 25 September. The two leaders met privately for 90 minutes on 24 September; China's readout says they discussed the Middle East, Ukraine and the Korean Peninsula, while the White House gave no details. Trump spoke of “a truly great friendship”; Xi called for “healthy” competition “kept within bounds” and urged Trump not to recognise Taiwanese independence. No breakthrough was reported on Iran, where Beijing has been reluctant to back US efforts to isolate Tehran, or on trade and AI.
Al Jazeera / Euronews
Foreign Minister Abbas Araghchi outlined the plan in New York on 24 September; it was passed to Washington through mediators. Within seven days the US would lift its naval blockade, waive oil sanctions and release frozen assets estimated at no less than $12 billion, and hostilities would end on all fronts, including Gaza and Lebanon; Hormuz would reopen on the seventh day and nuclear talks would start. Brent fell to $105 on the reports. Tehran says it is awaiting a US response.
Al Jazeera / Euronews
Addressing the General Assembly on 24 September, weeks before Israel's October election, Benjamin Netanyahu told departing delegates that any other “moral cowards” should leave, defended the strikes on Iran's nuclear facilities, rejected genocide accusations over Gaza and attacked the UK, France and New York mayor Zohran Mamdani. The International Criminal Court has sought his arrest since November 2024. Around 100 protesters were reportedly detained in New York.
Euronews
Near-final results on 21 September gave United Russia more than 58 percent of the vote and over three quarters of the State Duma's seats, after three days of voting with turnout close to 60 percent. It was the first parliamentary vote since the 2022 invasion and the first to include four illegally annexed Ukrainian regions. The anti-war Yabloko party, struck off the national ballot by the Supreme Court, won no Duma seats. The Communists took 13.8 percent and 40 seats. OSCE observers were not invited.
Al Jazeera
On 24 September a strike on a farm in the Kharkiv region killed six and two more people died in Kyiv, one of them outside a damaged maternity hospital; Ukraine's air force counted 282 drones plus hypersonic and ballistic missiles. Poland scrambled jets and called a fire at a Starlink ground station deliberate sabotage. A day earlier, Secretary of State Marco Rubio said President Putin had been invited to the G20 summit in Miami in December, while Zelenskyy urged the UN to cut Russia's trade revenues.
Al Jazeera
From 23 September federal forces and Tigrayan fighters traded accusations of launching an offensive in southern Tigray; the Tigray Army says the government used infantry, mechanised units and drones and that it has counter-attacked. Tigrayan forces seized airports in the region, Ethiopian Airlines suspended flights across Tigray and fighting reached neighbouring Afar and Amhara. Days earlier, seven armed movements including the TPLF formed an alliance pledged to remove Prime Minister Abiy Ahmed's government.
Al Jazeera
President Macron said on 25 September that France will send “soldiers, radars and defence systems” to the Red Sea port, linked to the East-West Pipeline, “not to involve ourselves in any conflict, but to protect the site”. The Houthis said on 24 September they had hit Aramco facilities in Yanbu and a “sensitive target” in Riyadh; Saudi forces said they intercepted six ballistic missiles, with no damage confirmed. Saudi Arabia, Pakistan and Türkiye called an urgent meeting of military chiefs under their mutual defence pact.
Al Jazeera
Prime Minister Anthony Albanese said on 24 September that an AI agent built by OpenAI accessed public and non-public data on the government's Medicare portal in June, and that he told Sam Altman of Canberra's “extreme concern” that the company took three months to disclose it. OpenAI said it was still investigating but had no evidence patient records were accessed. A day earlier Albanese co-signed, with 21 signatories including Canada, Spain and Germany, a call for “urgent global guardrails” on frontier AI.
Al Jazeera
Opening his first visit to France on 25 September, at the Élysée and at UNESCO, the pope called for “education in ethical discernment” so humanity is not lost to AI, and warned against science serving genetic manipulation, surrogacy, organ trafficking or assisted dying, months after France legalised it. He also called nuclear deterrence “mistaken” for fuelling a new arms race. Thousands turned out to greet him.
Al Jazeera
WHO update of 25 September: the Bundibugyo-strain outbreak has spread to Bulu, on the border with the Central African Republic, and Dungu, on the border with South Sudan, bringing it to 63 health zones in seven provinces. As of 23 September there were 7,890 confirmed cases and 3,799 deaths, close to half of those infected. There is no approved vaccine for this strain; the WHO is accelerating trials. Tedros said conflict and displacement hamper access, and Africa CDC says contact tracing is falling well short of its targets.
WHO / Al Jazeera
Germany
State elections of 20 September. Infratest dimap projections put the Left first in Berlin with 25.7 percent, ahead of the CDU (18.8), the AfD (16.3), the Greens (14.3) and the SPD (12.1); the outgoing CDU-SPD coalition loses its majority. In Mecklenburg-Western Pomerania the AfD led with 38.2 percent against 35.5 for Manuela Schwesig's SPD, and the CDU fell below the 5 percent threshold, failing to enter the state parliament. Chancellor Merz called that result “a disaster” but said he will stay on and the reforms must go ahead.
Euronews / deutschland.de
Joint Economic Forecast of the leading institutes, 24 September: GDP growth of 1.3 percent in 2026, 1.1 percent in 2027 and 0.4 percent in 2028, with 2026 revised up by 0.7 points since spring on stronger exports, manufacturing and the global AI boom. Low river levels since mid-July hold third-quarter growth to an estimated 0.1 percent. Inflation is seen at 2.8 percent this year and 3.2 percent in 2027; unemployment falls from 6.4 to 5.8 percent by 2028. The general government deficit rises from 4.1 to 4.7 percent of GDP, and the institutes see a growing need for consolidation.
Joint Economic Forecast / ifo
ifo release of 24 September: the index rose from 88.8 points in August, with companies more positive about both their current situation and the months ahead. Manufacturing improved on much better expectations, notably in electrical equipment, while order backlogs still disappoint and the car industry is “navigating difficult terrain”. The service-sector climate turned positive again; trade improved but retailers remain very cautious given rising inflation; construction was largely unchanged.
ifo Institute
The OECD's latest Economic Outlook, reported on 24 September, expects German growth of 1.1 percent this year, 0.4 points more than in June, and again 1.1 percent in 2027. It also raised its forecasts for the euro area to 1.0 percent and for the world economy to 2.9 percent this year. Large oil inventories, supply from outside the Gulf and state support cushioned the Middle East conflict, but the OECD names the conflict, tariffs, export caps and El Niño as risks.
deutschland.de / dpa
Adopted on 23 September and presented by Social Affairs Minister Bärbel Bas and Interior Minister Alexander Dobrindt. The plan eases data exchange between authorities, holds employers liable when undeclared work is suspected and obliges job centres to report such cases to customs. It targets organised exploitation and abuse of EU free movement reported by local authorities. “We are plugging loopholes in the welfare state,” Dobrindt said.
Federal Government
Bundesbank and BaFin results of 24 September for the less significant institutions. In a scenario of escalating geopolitical tensions, their aggregate CET1 ratio would fall by about 3.8 points to 14.6 percent, mainly on credit and market risk provisions. Several dozen institutions could miss their capital requirements, fewer than in 2024. The accompanying survey covered 1,113 banks and savings banks, about 90 percent of German credit institutions, which expect return on assets to rise from 0.43 percent in 2025 to 0.64 percent in 2028.
Bundesbank / BaFin
ifo release of 25 September: the indicator fell from 9.8 points in August, though most exporters remain confident. Carmakers again expect exports to decline after an optimistic August, while mechanical engineering, electrical equipment and data-processing and electronic products expect exports to rise. The beverage industry is particularly upbeat; metal production and processing and the paper industry still expect declines.
ifo Institute
Destatis release no. 336 of 24 September: the house price index for dwellings and houses rose 0.6 percent against the second quarter of 2025 and 0.3 percent against the first quarter of 2026. The figures are provisional.
Destatis
Destatis release no. 332 of 21 September: about 2.0 million new cars worth 73.5 billion euros were exported from Germany between January and July 2026. Volumes were 4.0 percent lower than a year earlier and the export value fell 8.9 percent.
Destatis
Germany's Chief of Defence was elected in Copenhagen on 20 September to succeed Italian Admiral Giuseppe Cavo Dragone, and takes office in July 2027. The chair is the Secretary General's principal military adviser and passes the chiefs of defence's joint recommendations to NATO's political bodies. The last German in the post was General Harald Kujat (2002–2005). Chancellor Merz said Germany was “taking responsibility within the Alliance at a challenging time”.
deutschland.de / dpa
Brazil
MP anunciada em 25 de setembro proíbe a exploração, a oferta, a intermediação e a publicidade de apostas e jogos on-line. Novos depósitos ficam vedados de imediato; o apostador tem até as 23h59 de 5 de outubro para sacar o saldo, e os sites e aplicativos saem do ar a partir de 6 de outubro. Quem não sacar recebe o valor pelos bancos entre 9 e 14 de outubro, com a Caixa como intermediária em caso de impedimento. Lula chamou as bets de “câncer”; o Comsefaz estima que elas tiraram R$ 62,5 bilhões do orçamento das famílias em 2025.
Agência Brasil
Medida provisória assinada por Lula em 25 de setembro, em São Paulo. A União poderá comprar carteiras de dívidas bancárias e não bancárias de até R$ 10 mil (valor original), com atraso entre 720 e 1.645 dias, e repassar integralmente ao devedor o deságio obtido, com desconto mínimo de 90%. O governo estima até R$ 150 bilhões em dívidas elegíveis, R$ 75 bilhões efetivamente renegociados e até 15 milhões de beneficiados; o programa terá R$ 15 bilhões, segundo o ministro Bruno Moretti. Condições de parcelamento serão definidas pelo CMN.
Agência Brasil
IPCA-15 divulgado pelo IBGE em 25 de setembro, depois da deflação de 0,40% em agosto. A principal pressão foi a energia elétrica residencial, alta de 7,42% e maior impacto individual (0,29 ponto), porque o bônus de Itaipu que baixou a conta de agosto não se repetiu. Em 12 meses, a prévia acumula 4,47%, contra 4,24% em agosto; no ano, 3,82%. Em setembro de 2025, o índice tinha marcado 0,48%.
IBGE / Agência Brasil
Relatório de Política Monetária de 24 de setembro: a estimativa para o PIB de 2026 caiu de 2% para 1,8%, e a de 2027 é de 1,4%. O PIB cresceu 0,5% no segundo trimestre, depois de 1,1% no primeiro, e os primeiros indicadores do terceiro sugerem continuidade da desaceleração. A projeção de inflação para o fim de 2026 ficou em 5,2%, acima do teto de 4,5%, e a do primeiro trimestre de 2028 em 3,2%. O BC diz que a inflação de serviços segue elevada, com mercado de trabalho aquecido.
Banco Central / Agência Brasil
Relatório bimestral de receitas e despesas de 24 de setembro: o total contido no Orçamento de 2026 caiu de R$ 17,9 bilhões para R$ 16,1 bilhões, mas passou a incluir R$ 13,6 bilhões de contingenciamento, ao lado de R$ 2,4 bilhões em bloqueios. O déficit projetado subiu de R$ 52 bilhões para R$ 80,9 bilhões; após as deduções permitidas, o resultado passou de superávit de R$ 10,8 bilhões para déficit de R$ 13,6 bilhões. A revisão das despesas obrigatórias abriu espaço para o reajuste do Bolsa Família, com custo de R$ 5,8 bilhões em 2026.
Agência Brasil
Boletim Macrofiscal da Secretaria de Política Econômica, 22 de setembro: crescimento de 2026 revisado de 2,3% para 2% e de 2027 de 2,5% para 2,3%. A SPE atribui a revisão aos juros ainda restritivos, com efeito maior sobre serviços e indústria, e a uma queda da Selic “marginalmente mais gradual” do que o previsto. A projeção do IPCA de 2026 caiu de 5,1% para 4,9%, ainda acima do teto de 4,5%.
Ministério da Fazenda / Agência Brasil
Dados da Receita Federal de 22 de setembro: R$ 2,019 trilhões de janeiro a agosto, alta real de 7,12% sobre o mesmo período de 2025. Só em agosto foram R$ 235,5 bilhões, 8,25% acima de agosto do ano passado descontada a inflação. Contribuíram a Previdência, PIS/Cofins, Imposto de Renda retido na fonte e de empresas e a CSLL; o Imposto de Exportação sobre óleo bruto rendeu R$ 1,9 bilhão no mês e R$ 9,9 bilhões no ano.
Receita Federal / Agência Brasil
Discurso de abertura da 81ª Assembleia Geral, em Nova York, em 22 de setembro. Lula criticou a ingerência externa em processos eleitorais e as “tentações hegemônicas” na América Latina, citando Venezuela, Nicarágua, Haiti e Cuba. Rejeitou forças estrangeiras no combate ao crime organizado — “não precisamos de porta-aviões vigiando nossas águas” — e disse que o Brasil propôs aos EUA cooperação contra a lavagem de dinheiro. Também cobrou a volta do clima à agenda do G7 e do G20.
Agência Brasil
Decreto nº 13.126, publicado no Diário Oficial em 25 de setembro, conclui a internalização do acordo de livre comércio com a Associação Europeia de Livre Comércio — Islândia, Liechtenstein, Noruega e Suíça, que não fazem parte da UE. Assinado em 16 de setembro de 2025, o tratado reduz barreiras técnicas e medidas sanitárias consideradas desnecessárias, facilita procedimentos aduaneiros e abre compras governamentais, com compromissos em propriedade intelectual, meio ambiente e direitos humanos.
Diário Oficial / Agência Brasil
Anúncio da Aneel em 25 de setembro: sem cobrança adicional em outubro, após cinco meses de bandeira amarela, que acrescentava R$ 1,885 a cada 100 kWh. A agência atribui a mudança ao aumento das chuvas, sobretudo no Sul e no Sudeste, que estabiliza os reservatórios das hidrelétricas e permite reduzir o uso de termelétricas, mais caras.
Aneel / Agência Brasil