On The Deals Shaping Our Economy

πŸ‡ΊπŸ‡¦ Kyiv's Two-Front War

1 big thing: President Volodymyr Zelenskyy is battling Russia on the front lines and a flaring corruption crisis at home.

Why it matters: The internal shakeupβ€”including the firing of senior officials accused of taking kickbacks for reconstruction dealsβ€”comes as Kyiv desperately needs tens of billions in sustained Western aid.

  • The scandals risk undermining allied confidence and fueling arguments for cutting off support.

On the other front: Ukraine’s state energy firm, Naftogaz, secured a new gas deal with Greece’s DEPA to bolster its energy security following Russian strikes on its infrastructure.

  • By the numbers: The Greek deal, combined with another recent agreement, could cover up to 10% of Ukraine’s gas needs.

πŸ“‰ U.S. Foreign Student Numbers Drop

Total international student enrollment in the U.S. dipped by 1% for the 2024/25 academic year, marking the first decline since the pandemic.

The real story is in the pipeline: the number of new international students fell 7%, according to the Fall 2025 Snapshot on International Student Enrollment.

Zoom in: The drop is driven by a 6% decline in graduate students, which offset a small 2% gain in undergraduates.

  • Why it's happening: University officials overwhelmingly blame visa issues.

    • 71% cite visa processing delays and wait times.

    • 54% cite an increase in visa denials.

  • The bottom line: Key markets are shifting. Institutions report strong recruitment from India (55%) and Vietnam (49%), but sharp declines from China (32%), Canada (18%), and Bangladesh (28%).

πŸ”„ Trump's 180 on Epstein Files

What's new: In a "startling reversal," President Donald Trump on Sunday urged House Republicans to vote to release the Justice Department files related to Jeffrey Epstein.

The backdrop: Trump had previously fought the proposal, pressuring GOP lawmakers to block a bipartisan measure that would force the files' release.

Why the flip?

  • He lost the numbers: The bill had already secured enough support from Democrats and a "deluge" of defecting Republicans to pass the House.

  • Base pressure: Trump faced "fervent suspicion" from his own Maga base that the administration was hiding damaging information.

  • Damage control: The U-turn follows the recent release of select Epstein emails in which the financier alleged Trump "knew about the girls."

What he's saying: Trump framed the reversal as a move of transparency, while simultaneously dismissing the scandal as a "hoax."

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"House Republicans should vote to release the Epstein files, because we have nothing to hide."

β€” President Donald Trump, on Truth Social

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