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
Hormuz shipping near-halted as US strikes Iran for second consecutive day
A volatile overnight session dominated by US-Iran military escalation, Hormuz shipping disruption, and sharp oil price moves with equity futures under pressure.
US strikes 80+ Iranian targets; Brent surges 3% to $76.58
An active overnight session dominated by US military strikes on Iran and a sharp crude oil rally, with Asian equities broadly under pressure.
LNG carrier struck in Strait of Hormuz as Iran warns talks may stall
A volatile overnight session shaped by renewed Hormuz tensions, a sharp Korean equity decline, and conflicting oil price signals from Saudi pricing and Hormuz incidents.
EasyJet accepts £5 billion Castlelake bid; oil falls on OPEC+ supply increase
An active overnight session dominated by the EasyJet takeover, OPEC+ output decision, China's missile test, and broad yen weakness.
Dollar slides, metals gain as weak US jobs data trims Fed rate-hike expectations
A mixed overnight session shaped by Friday's below-forecast US payrolls, Strait of Hormuz energy supply shifts, a 5% South Korean equity rebound, and thin US holiday trading conditions.
Russia launches large-scale Ukraine strike as Asian chip stocks fall 6%
A busy overnight session marked by Russia's major Ukraine strike, a sharp Asia tech selloff, and oil slipping for a third session amid Iran talks progress.
KOSPI doubles in H1 2026 as yen hits 40-year low and Goldman flags oil surplus
A busy session closing out H1 2026, dominated by Asian market performance reviews, yen weakness, oil supply dynamics, and AI-related policy and investment news.
Japanese yen falls to weakest since 1986 amid intervention concerns
An active overnight session dominated by yen weakness to 40-year lows, mixed China PMI data, and continued Hormuz geopolitical tension weighing on oil.
US and Iran agree to halt attacks ahead of Doha peace talks
A volatile overnight session dominated by US-Iran de-escalation in the Strait of Hormuz and a broad first-half rally in semiconductor shares.
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.
Oil retreats to pre-conflict levels as Hormuz tanker traffic resumes
An active overnight session dominated by easing Persian Gulf supply fears, the Venezuela earthquake emergency, and a blockbuster SK Hynix Nasdaq listing announcement.
Kospi rebounds after 10% rout; UK PM Starmer resigns, Burnham tipped as successor
A busy overnight session dominated by tech selloff aftershocks, a dramatic UK political development, and acute oil freight disruption in the Persian Gulf.