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.
Good afternoon. Today's Pre-US brief is ready for subscribers.
Houthi strikes on Riyadh airport drive energy security concerns through European session
A volatile European session dominated by Middle East geopolitical escalation, a US-brokered Russia-Ukraine energy truce, and an EU-China hybrid vehicle import cap.
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New York sues Polymarket for illegal gambling
New York Attorney General Letitia James, acting alongside Governor Kathy Hochul, filed a lawsuit on Thursday against QCX LLC, doing business as Polymarket US, accusing the prediction market platform of operating an illegal gambling business…
Oracle cites force majeure on $165bn Project Jupiter data centre
Oracle Corp. has issued a force majeure notice to Stack Infrastructure, a unit of Blue Owl Capital Inc. (OWL) that is developing the $165 billion Project Jupiter data centre campus in New Mexico, according to people familiar with the situat…
Nanexa shares surge 150% after $1bn Novo Nordisk licensing deal
Swedish drug-delivery company Nanexa announced a licensing agreement with Novo Nordisk on 25 September 2026 covering injectable formulations and delivery systems. The deal was reported by Cnbc TOP, Finnhub, and Marketwatch TOP. Marketwatch …
Tesla opens Nevada Semi truck plant; TSLA stock falls on announcement
Tesla opened its first dedicated heavy-duty truck manufacturing facility in Sparks, Nevada on 24 September 2026, marking the company's first purpose-built plant for its commercial Semi truck line. The facility is intended to scale productio…
US-Iran phased Hormuz deal talks cool oil rally as yields pull back
A volatile European session dominated by Hormuz shipping disruption, a partial Treasury yield retreat from multi-decade highs, and yen strength following Japanese Finance Minister jawboning.
Brent holds above $105 as Iran diplomacy weighs against supply fears
A busy overnight session shaped by Iran diplomatic signals, surging Treasury yields, a major cryptocurrency exchange breach, and a US-China trade truce extension with limited resolution.
US Senate rejects Iran war powers resolution 49-50
The US Senate on Thursday rejected a war powers resolution that would have directed President Donald Trump to remove US forces from hostilities with Iran, with the measure failing 49 votes to 50. Four Republicans — Susan Collins of Maine, L…
Federal Reserve releases stablecoin regulatory proposals on 24 September 2026
The Federal Reserve released new regulatory proposals for stablecoin issuers on 24 September 2026, according to Bloomberg Markets. The proposals represent a formal regulatory engagement with cryptocurrency markets and form part of an ongoin…
Board of Peace unveils $2.45bn Gaza reconstruction blueprint
The U.S.-backed Board of Peace unveiled a $2.45 billion, six-month blueprint to begin reconstruction and governance in Gaza at a board meeting on the sidelines of the UN General Assembly in New York on Wednesday. The plan encompasses 66 pro…
Australia unemployment rose to 4.6% in August 2026; AUD affected
Australia's unemployment rate rose to 4.6% in August 2026, its highest level since late 2021, even as the economy added 39,500 jobs — more than double the consensus expectation. The Australian Bureau of Statistics data, reported by Finnhub …
US-China trade truce extended two months to 10 January 2026
The United States and China agreed on 24 September 2026 to extend their existing trade truce by two months, pushing the expiry date from November to 10 January 2026. Treasury Secretary Scott Bessent announced the extension during Chinese Pr…
US 30-year Treasury yield hits 5.44%, highest since 2004
US 30-year Treasury yields rose to 5.44% on 24 September 2026, the highest level since 2004, according to Bloomberg Markets. The move is part of a broader bond market selloff attributed to persistent inflation concerns and fiscal sustainabi…