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
Samsung earnings miss triggers chip sell-off; Hormuz tanker attacks lift crude
A volatile European session dominated by Samsung's earnings disappointment, renewed Strait of Hormuz shipping incidents, and Ukrainian drone strikes on Russian oil infrastructure.
Saudi Arabia cuts crude prices for Asia by most in 26 years
A busy European session dominated by a historic Saudi crude price cut, Ukraine-Russia diplomatic activity, and technology sector positioning ahead of the US open.
Oil slides toward $60 target as Hormuz traffic normalises and supply builds
A session dominated by oil supply normalisation and divergent European PMI data, with Japanese wages and ECB commentary adding secondary colour.
US June payrolls miss at 57,000 as yen surges on suspected BOJ intervention
A data-heavy European session defined by a sharp US payrolls miss, suspected Japanese intervention in the yen, and continued crude supply recovery through the Strait of Hormuz.
Oil declines as Iran snubs Qatar talks; dollar strengthens before Warsh speech
A moderately active European session dominated by oil pressure, dollar strength, softer eurozone inflation, and UK defence spending confirmation.
US stocks on track for best quarter in six years as SCOTUS reshapes tariff and Fed landscape
A busy quarter-end European session shaped by yen weakness at 40-year lows, oil's largest quarterly drop since 2020, easing eurozone inflation, and major US Supreme Court rulings on tariffs and Fed independence.
US-Iran agree to halt attacks ahead of Doha talks as Hormuz traffic recovers
A busy European session shaped by geopolitical de-escalation in the Gulf, a sharp Microsoft-led tech decline, and several major corporate announcements including Comcast's spin-off and Rocket Lab's Iridium deal.
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.
Micron beats earnings, lifts tech futures; Iraq threatens OPEC exit
A busy European session dominated by Micron's earnings beat lifting tech futures, oil declining on Middle East de-escalation and OPEC fractures, and fresh drone strikes on Russian refineries.
Crude falls further as Goldman cuts Q4 forecast to $80 and Iran talks resume next week
A busy European session dominated by oil price weakness on US-Iran de-escalation, a sharp drop in Rheinmetall shares, and stabilising equity futures ahead of Micron earnings.
Global tech selloff deepens as Hormuz reopens and Iran deal details remain contested
A volatile European session dominated by a sharp global technology selloff, conflicting US-Iran nuclear signals, and a UK political leadership change.
Pound rises despite Starmer exit as Iran talks advance and oil slips
A busy European session driven by UK political upheaval, US-Iran nuclear talk progress, and energy market volatility ahead of the US cash open.