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.
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Brent crude surges toward $110 as Hormuz attacks intensify and AI stocks rout deepens
A turbulent week dominated by Middle East energy supply disruptions, a tech sector selloff, and hotter-than-expected US inflation data reigniting rate hike concerns.
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Binance to cease EU services after failing to secure MiCA licence
Binance announced on 26 June 2026 that it will stop providing services to European clients after failing to obtain a licence required under the EU's Markets in Crypto-Assets Regulation (MiCA), according to Cnbc TOP. All cryptocurrency compa…
SpaceX $25bn bond deal spreads widen sharply in secondary market
SpaceX bonds issued as part of a $25 billion deal have experienced significant widening in the secondary market, with traders noting the deterioration as unusually sharp compared to recent comparable debt offerings, according to Bloomberg M…
US strikes Iran after Hormuz ceasefire violation as global markets convulse
A turbulent five-session week dominated by Strait of Hormuz whipsaw, a sharp global tech selloff, UK political upheaval, and surging US inflation data.
OpenAI delays GPT-5.6 launch after White House request
OpenAI will release its next major artificial intelligence model, GPT-5.6, in limited preview form after the Trump administration asked the company to stagger its rollout on national security grounds, according to people familiar with the m…
Ex-NY Fed President Dudley publicly criticised Warsh's FOMC statement reform plans
Former New York Federal Reserve President Bill Dudley issued a public warning on 25 June 2026 that Federal Reserve Chairman Kevin Warsh's proposed reforms to the FOMC policy statement carry risks of confusing both markets and the central ba…
Google, Microsoft, Amazon compete for grid capacity amid AI data centre expansion
Major technology companies including Google, Microsoft, and Amazon are engaged in a global competition for electrical grid capacity to power large-scale AI data centres, according to Oilprice reporting on 26 June 2026. Infrastructure costs …
ECB May 2026 survey: short-term inflation expectations fell to 3.5%
The European Central Bank's May 2026 Consumer Expectations Survey, published 26 June 2026, recorded a decline in short-term inflation expectations to 3.5% from 4.0%, with medium-term expectations remaining in the 2.4–2.9% range [Cluster: Fi…
Qatar force majeure expected to lapse mid-July; eight tankers queue at Ras Laffan
Asian LNG buyers anticipate that Qatar will allow its force majeure declaration to lapse in mid-July 2026, as regional tensions in the Persian Gulf ease and Qatar moves to increase export capacity, according to Bloomberg Markets. The force …
Volkswagen plans 100,000 job cuts as tech selloff and oil decline weigh on European session
A broad European session decline driven by Volkswagen restructuring news, continued oil weakness, a technology-led selloff, and sharp cryptocurrency outflows ahead of the US open.
Asian equities sold off sharply as Apple price hikes and Micron concerns hit chipmakers
A sharply negative overnight session dominated by a broad Asian tech selloff, a vessel strike in the Strait of Hormuz, and renewed AI spending doubts.
GS Q2 2026: filings, holdings, and macro context
Goldman Sachs featured in several market-moving research developments in the past 30 days. On 19 June 2026, the firm revised its year-end gold price forecast downward by $500 per ounce, setting the new figure at $4,900/oz, citing Federal Re…
US PCE inflation rose 4.1% year-on-year in May 2026, largest since April 2023
The Personal Consumption Expenditures price index, the Federal Reserve's preferred inflation measure, rose 4.1% year-on-year in May 2026, the largest annual increase since April 2023, according to Guardian Business. On a monthly basis, infl…