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 sanctions waiver granted; Brent slides to $77.51 as peace talks progress
A moderately active overnight session dominated by US-Iran diplomacy, oil price declines, and deteriorating Hong Kong equity sentiment.
US-Iran roadmap agreed; Qatar Ras Laffan explosion disrupts LNG flows
An active overnight session dominated by Middle East diplomacy, a Qatar LNG facility explosion, and fresh China-US trade restrictions on rare earths.
US and Iran sign interim MOU; 80 million barrels queue for Hormuz transit
An active overnight session dominated by the US-Iran interim deal, Hormuz shipping resumption, dollar strength after a hawkish Fed, and a sharp fall in Indian IT shares following Accenture's guidance cut.
US-Iran peace deal signed; Brent falls as Iranian oil supply returns
A session dominated by the formalisation of a US-Iran peace agreement, driving oil lower, lifting Japanese trade data, and prompting repositioning across shipping and currency markets.
Bank of Japan lifts benchmark rate to highest since 1995
An active overnight session dominated by the BoJ's historic rate hike to 1% and continued repricing of oil markets following the US-Iran Hormuz ceasefire.
US and Iran reach interim deal to reopen Strait of Hormuz
A highly active overnight session dominated by a US-Iran interim peace agreement, with oil declining sharply and Asian equities rallying on reduced geopolitical risk.
Kospi jumps 8%, oil falls as Trump signals imminent Iran deal
An active overnight session dominated by US-Iran diplomatic signals, driving sharp Asian equity gains, oil price declines, and post-ECB rate-hike commentary from council members.
Iran-Israel hostilities halt; KOSPI surges 8% on semiconductor rebound
A volatile overnight session dominated by Middle East de-escalation, a sharp Korean equity rebound, and a wave of major corporate announcements including the OpenAI IPO filing and GSK's $9bn-plus Nuvalent approach.
Iran and Israel exchange direct missile strikes, Brent crude surges to $95.43
A highly active overnight session dominated by Iran-Israel military escalation, a sharp Asian equity selloff led by Korean chipmakers, and renewed oil price gains.
Drone strike on Oman oil terminal pushes Brent to $95.37 as regional tensions escalate
An active overnight session dominated by a drone strike on Oman's main crude terminal and continued fallout from Broadcom's AI guidance disappointment, lifting oil prices and pressuring Asian equities.
SpaceX files $75bn IPO as US-Iran tensions keep oil elevated
A moderately active overnight session dominated by SpaceX IPO news, US-Iran geopolitical tension sustaining crude gains, and broad Asian equity weakness.
SpaceX targets $75bn record IPO as US proposes 10% tariffs on 60 nations
An active overnight session dominated by the SpaceX IPO announcement, sweeping new US tariffs, and continued Middle East-driven oil price pressure.