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
Iran floats Hormuz conditions as Trump backs diesel export ban at UN
A moderately active overnight session dominated by Middle East energy diplomacy, US-China summit preparations, and equity momentum from Monday's Nasdaq record close.
Iran airline sanctions and diesel records dominate overnight energy session
A busy overnight session dominated by escalating Iran-US tensions, record diesel prices, a copper rally, and AI-driven gains in Asian equities.
US-China talks described as 'very successful' ahead of Washington summit
An active overnight session dominated by US-China trade diplomacy, with oil declining for a fourth consecutive day and grain markets reacting to Black Sea shipping disruption.
Bank of Japan raises rate to 1.25% at fastest pace since 1990
An active overnight session dominated by the Bank of Japan's rate decision, easing oil prices, and continued Middle East geopolitical strain.
Fed hikes 25bp unanimously; Dow falls 600 points as dollar surges
A busy overnight session dominated by the Fed's first rate hike since 2023, a weaker dollar-driven sell-off in Asian assets, and easing oil prices as Saudi Arabia moves to restore pipeline capacity.
Fed rate hike anticipated Wednesday as 10-year yield nears 5%
A risk-off overnight session dominated by Fed hike positioning, multi-decade Treasury yield highs, and continued Middle East supply disruption in oil markets.
Houthis capture Hanish islands as Brent rises to $107.45 and 10-year yields hit 5.02%
An active overnight session dominated by escalating Red Sea geopolitics, surging crude prices, and US Treasury yields reaching multi-year highs above 5%.
Brent crude hits $108 on Saudi pipeline shutdown and Houthi attacks
An active overnight session dominated by escalating Middle East supply disruptions, rising crude prices, AI safety concerns weighing on technology stocks, and US Treasury yields approaching 5%.
Brent crude hits $107 as Houthi-Saudi fighting drives weekly surge
A risk-off overnight session dominated by surging oil prices, global bond selloffs pushing 10-year Treasury yields toward 5%, and escalating Middle East hostilities.
Vessel struck in Hormuz Strait as crude rallies and bond yields hit multi-decade highs
A risk-negative overnight session dominated by Hormuz shipping incident, surging oil prices, record diesel margins, and a deepening global bond market selloff.
Hormuz tanker traffic near zero as Brent rises to $88.62
An active overnight session dominated by Middle East supply disruption, a Japan GDP undershoot, and a delayed Chinese data release clouding the Asian open.
Brent holds above $87 as US-Iran deadlock enters fifth week
A moderately active overnight session dominated by US-Iran geopolitical developments, a record S&P 500 close, and corporate news including Reddit's S&P 500 addition.