Geopolitical Dispatch

Geopolitical Dispatch

The party's over it

The US, Brazil, Peru, Mexico, Thailand, Cambodia, and the UK.

Michael Feller's avatar
Michael Feller
Nov 04, 2025
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Au Revoir, George Barbier, 1924, detail from Le Bonheur du Jour; ou, Les Graces à la Mode, Beinecke Rare Book & Manuscript Library, Yale University, New Haven.

Hello,

Here are the five things you need to know today:

  • UNITED STATES. Congressional panic may lead to a compromise.

  • BRAZIL. Belem hosts a meeting as Rio responds to a massacre.

  • PERU. MEXICO. Natural allies break off relations.

  • THAILAND. CAMBODIA. Militaries withdraw, but tensions remain.

  • BRITAIN. In rectitude, Labour plots a path to renewal.

And don’t forget to connect with me on LinkedIn.

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UNITED STATES. Shutdown to earth

Congressional panic may lead to a compromise.

Senators, including Majority Leader John Thune, expressed hope Monday a deal would soon be reached to end the shutdown. Democrats slammed Donald Trump’s ‘Great Gatsby’ Mar-a-Lago Halloween party as food stamps expired.

INTELLIGENCE. Ahead of today’s local and state elections, many voters are in a revolutionary mood, particularly in New York, where Zohran Mamdani, whom Donald Trump called a Communist, is poised to become mayor. Moderate Democrats and Republicans want to staunch the socialist tilt. But they’ll need to quickly find a compromise before the shutdown starts impacting the economy and, in turn, the more important midterm elections this time next year.

FOR BUSINESS. Democrats are up 8 points in generic polls, NBC says, but a year’s a long time in politics. By then, voters may have forgotten the degeneracies of 2025, such as a White House ballroom funded by tech sector donors, or the swirling claims around Jeffrey Epstein. But they won’t forget a steep rise in health insurance costs should Obamacare expire, nor will they forget the shock of losing their food stamps, which Trump can only partially fund.

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BRAZIL. Good COP, bad cops

Belem hosts a meeting as Rio responds to a massacre.

Pre-summit meetings of the 30th Conference of the Parties of the UN Climate Change Conference (COP30) began Monday, with business events. Polls showed 55% of Brazilians approved of police raids that killed around 120 last week.

INTELLIGENCE. The bloody raids on Rio de Janeiro’s Comando Vermelho gang drew

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