Editorial briefings
Four scheduled briefings per week — pre-Europe and pre-US session opens on weekdays, plus weekend catch-up and weekly wrap. Curated from public filings and verified news sources.
Pre-Europe Brief archive
KOSPI falls 10.2% and Nikkei drops 4.2% as semiconductor stocks lead regional losses
A volatile overnight session dominated by a sharp Asian equity selloff in semiconductors and easing oil prices amid US-Iran diplomatic progress.
Oil falls sharply as US and Iran halt military strikes; tariffs announced on 60 partners
A materially active overnight session dominated by US-Iran de-escalation driving crude lower, with Trump tariff announcements and the Bank Indonesia governor's resignation adding complexity.
Brent approaches $96 after Houthi tanker attacks and 12th consecutive US strike on Iran
A geopolitically active overnight session dominated by Middle East escalation, driving oil to six-week highs while Asian chip stocks rose on Alphabet's $200bn AI capex announcement.
Brent surges past $100 as Iran rejects ceasefire and Hormuz remains closed
A heavily event-driven overnight session dominated by energy price surge, geopolitical escalation in the Middle East, and broad equity and bond market declines across Asia.
US-Iran ceasefire ends; Brent retreats to $88.77 on renewed diplomacy reports
A volatile overnight session dominated by US-Iran escalation and fresh US tariffs on Canada, with oil swinging on conflicting diplomatic signals.
Brent climbs to $90.33 as tanker attacks and US strikes intensify
An active overnight session dominated by US-Iran military escalation, surging oil prices, and semiconductor sector weakness across Asia.
Oil surges 12% on the week as Iran blockade threat grips markets
A risk-averse overnight session dominated by US-Iran military escalation, a broad AI and semiconductor selloff, and a sharp weekly gain in crude.
U.S. forces strike Iran-linked tanker near Kharg Island, Hormuz tensions deepen
An active overnight session dominated by Hormuz escalation, a new U.S.-Brazil tariff action, and energy supply disruptions across multiple fronts.
US strikes Tehran, reinstates Hormuz blockade; oil rises sharply
A consequential overnight session dominated by US military action against Iran, a weak China GDP print, and a major fintech acquisition offer.
Brent tops $85 as Trump reinstates Hormuz blockade and proposes 20% shipping toll
An active overnight session dominated by fresh US-Iran military escalation and a significant surge in crude oil prices, partially offset by strong China trade data.
US and Iran exchange fresh strikes; Hormuz tanker traffic near standstill
Overnight session dominated by renewed US-Iran military escalation, a 4% oil surge, and broad Asian equity declines on Strait of Hormuz supply fears.
Hormuz traffic halted as US-Iran ceasefire collapses; SK Hynix raises $26.5bn
An active overnight session dominated by US-Iran military escalation, record SK Hynix US listing, and a Japan PPI beat reinforcing BOJ rate-hike expectations.