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Washington's Unusual Morning: Two Elections, One Administration, Zero Diplomatic Norms

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Two elections on opposite sides of the world are pulling Washington into their gravitational fields simultaneously, and the Trump administration's fingerprints are visible in both situations. In Israel, partial ballot counts show Benjamin Netanyahu's Likud-led bloc well short of the majority needed to form a government. In Brazil, a narrow presidential runoff has ended with the sitting U.S. president branding the result fraudulent — without offering any evidence — even as the candidate he reportedly preferred appears to have won.

The convergence of these stories on Thursday, October 29, 2026, is more than coincidence. Together, they illuminate a reorientation in how the United States exercises diplomatic influence: publicly, bluntly, and with diminishing regard for the conventions that once separated Washington's private preferences from its public posture. Markets are taking note — S&P futures are down roughly 18 points at 7,765, with Brazilian equity funds registering sharp overnight declines in Tokyo trading. Meanwhile, a vessel reported on fire in the Strait of Hormuz adds yet another layer of uncertainty to an already fraught global picture.

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