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Edition of Friday, 25 September 2026English edition
The Geopolitician

Country risk, from the local press

United States · Country watch

Pentagon Blacklists Anthropic, Treasury Yields Rise

Pentagon's blacklisting of Anthropic upheld; U.S. Treasury yields continue to rise, affecting financial conditions.

The picture Deteriorating How this is judged →

Business conditions in the U.S. are deteriorating due to the Pentagon's blacklisting of Anthropic and rising Treasury yields. Security concerns at the southern border add to the challenges.

In this briefing Anthropic · United States Department of Defense · United States Department of Homeland Security · U.S. Department of the Treasury

Regulation

  • Technology
  • Defence

Pentagon's blacklisting of Anthropic upheld by court

Offices of Slack Technologies at 500 Howard Street in San Francisco (at the center with neighboring buildings, seen from the back across How
Offices of Slack Technologies at 500 Howard Street in San Francisco (at the center with neighboring buildings, seen from the back across How — HaeB, CC BY-SA 4.0 via Wikimedia Commons

A federal appeals court has declined to block the Pentagon's decision to blacklist Anthropic, a company identified as a national security supply chain risk, according to ABCNews.com. Anthropic is challenging this designation, arguing it poses a risk to its business operations. The court's ruling allows the Pentagon's blacklisting to remain in effect while the legal challenge continues.

Impact Technology and defence sectors face increased scrutiny as Anthropic remains blacklisted by the Pentagon.

Sources: ABCNews.com ↗, New York Post ↗

Safety & health

  • Public sector
  • Logistics

DHS warns of cartel drone activity at southern border

The Department of Homeland Security has issued a warning after detecting 378 'hostile' cartel drones at the U.S. southern border in just over a month, according to Fox News. The DHS emphasized the failure of these drones in their intended operations. This development highlights ongoing security challenges at the border, impacting logistics and public safety.

Impact Logistics operators and public-sector agencies face heightened security concerns at the U.S. southern border.

Sources: Fox News ↗

Markets

  • Finance

U.S. Treasury yields rise amid global bond market shifts

Part of: U.S. Treasury yields fluctuate amid economic data →

U.S. Treasury yields have continued to rise, driven by a global bond selloff and stronger-than-expected U.S. economic data, CNBC reports. This increase in yields reflects ongoing adjustments in the bond market as investors react to changing economic conditions. The rise in yields is part of a broader trend affecting financial markets globally.

Impact Lenders and borrowers in the finance sector face higher costs as U.S. Treasury yields rise.

Sources: CNBC ↗

Nothing significant reported today in Disruption · Internal tension · Companies · Trade · Politics.

Also today in the local press

Sources in this briefing

Sources: each headline links to the original article on the publisher's site.

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