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-US Brief archive
Brent falls toward $99 as Iran signals Hormuz reopening and Saudi exports resume
European session dominated by oil price declines on dual supply relief signals from Iran and Saudi Arabia, with US futures drifting after recent AI-driven gains.
Eurozone PMI surges to 3.5-year high as oil extends losing streak
A busy European session marked by strong eurozone PMI data, a sixth consecutive oil decline on US-Iran progress, dollar strength, and a Nasdaq 100 record in US pre-market.
US futures rise on Trump-Xi summit hopes; Brent crude extends four-day decline
A mixed European session dominated by US-China summit optimism lifting equities, a fourth consecutive crude oil decline, and record US diesel prices compounding energy inflationary pressures.
Saudi Aramco halts European crude allocations after Red Sea pipeline attack
A geopolitically driven European session dominated by Middle East supply disruptions, a dovish BOJ hike, French bond stress, and Russian asset seizures.
Fed's first rate hike in three years reshapes equities, bonds, and dollar
European session dominated by Fed hike aftermath, Middle East energy supply disruptions, and BoE hold at 3.75%, with US futures recovering from Wednesday's losses.
Fed expected to raise rates 25bp as Hormuz disruptions and 5% yields weigh
A cautious European session dominated by Fed anticipation, persistent Middle East supply disruptions, and elevated Treasury yields near 5%.
10-year Treasury yield tops 5% as Saudi pipeline stays offline and Russian refineries shut
A volatile European session defined by dual energy supply disruptions and a 10-year Treasury yield breach of 5% for the first time in nearly three years, with US futures declining into the open.
Brent crude reaches $108 as Saudi pipeline drone attack halts East-West exports
A risk-negative European session dominated by Middle East supply disruptions, rising energy prices, and strengthening Federal Reserve rate hike expectations weighing on equities.
WTI tops $101 and diesel hits $6 record as Houthis seize Bab al-Mandeb
A volatile European session dominated by Middle East supply disruption fears, record fuel prices, and a hotter-than-expected US core CPI print.
US-Iran ceasefire expires without deal as Trump threatens Oman
A geopolitically charged European session dominated by Hormuz truce expiry, a weaker dollar, and broad China data disappointment.
Hormuz tanker traffic slumps to half normal rate as US-Iran standoff persists
A busy European session dominated by Middle East energy disruptions, a drone strike on a Russian Baltic port, and copper supply tightening, with US equity futures near record highs.
US wholesale prices flat in July as Russian diesel exports hit multiyear low
A moderately active session marked by cooling US inflation prints, Russian energy supply disruptions, and UK retail consolidation, with European equities finishing mixed.