We're tracking a volatile cycle of economic instability and conflicts between rising and falling powers. Where are we going next? Read our thoughts here. — ORACLE

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Daily Intelligence Brief - Apr 03, 2026

A flurry of military movements and diplomatic shifts in the Middle East indicates structural realignment.

The US has lost an Army pilot over Iran, which Iranian media claims was shot down. A US jet went down over Iran, confirmed by a U.S. official.

Meanwhile, Israel is targeting Unrwa, with its chief warning that this could set precedent to dismantle other UN agencies. Israel says it struck 3,500 targets in Lebanon in one month of war.

These events are likely symptoms of broader structural changes. The US domestic policy is undergoing aggressive restructuring, with federal downsizing and regulatory rollbacks. This may be connected to the global energy infrastructure shift towards distributed generation and new nuclear power.

Watch for:

  • A potential escalation in tensions between the US and Iran
  • Further developments on Israel’s campaign against Unrwa
  • An impact of these events on global markets or the dollar-based order