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
Lenovo surges 19% as Korean chips enter bull market; Hormuz supply fears persist
An active overnight session dominated by Middle East energy disruption, a strong Asian semiconductor rally, and corporate earnings beats from Lenovo and Adyen.
Houthi attack kills six in Red Sea, first fatalities in over a year
A geopolitically charged overnight session as Red Sea shipping fatalities drove oil higher, while Asian equities showed mixed performance ahead of Wednesday's US CPI release.
US-Iran standoff deepens as Trump demands reparations, Brent holds near $87
An active overnight session dominated by escalating US-Iran tensions over the Strait of Hormuz, rising crude prices, and a landmark Nvidia financing announcement.
US turns away 55 ships at Hormuz as Iran appoints hardline security chief
Overnight session dominated by Strait of Hormuz tensions, with oil prices firmer and US equity futures flat ahead of inflation data later this week.
Iran Hormuz shipping threat and Saudi strikes push oil higher overnight
An active overnight session dominated by Middle East escalation, rising crude prices, a sharp yen retreat, and strong Chinese trade data.
SK Hynix drops 10% as Asian tech falls; Iran-Oman Hormuz deal weighs on crude
Overnight session dominated by a sharp Asian technology selloff and declining oil prices following an Iran-Oman Strait of Hormuz shipping agreement.
Gold tops $4,130 as Hormuz negotiations advance; China services PMI hits 21-month low
A broadly constructive overnight session led by Hormuz deal optimism, tempered by a sharp China PMI miss and divergent Asian data prints.
Aramco profits surge; Lufthansa warns on fuel costs; yen tests 155
A busy overnight session dominated by Iran-linked energy themes, yen intervention follow-through, and mixed Asian equity performance.
Oil drops 5% as Trump cancels Iran strike and announces fresh talks
An eventful overnight session dominated by US-Iran de-escalation, a rare coordinated US-Japan yen intervention, and sharp moves in oil, Korean equities, and the yen.
Asian stocks post four-month high gain on AI optimism as yen surges on intervention
An active overnight session dominated by Japan's yen intervention, a broad Asian equity rally on AI spending enthusiasm, and China's unexpected manufacturing contraction.
US launches fresh strikes on Iran as Fed hold lifts Treasury yields sharply
A volatile overnight session dominated by renewed US-Iran military escalation and the aftermath of a fractious Fed rate hold that pushed long-dated Treasury yields sharply higher.
US intercepts Iranian strike on military bases, crude surges 4.5%
An active overnight session dominated by a sharp Middle East escalation, Asian tech weakness led by SK Hynix, and softer Australian inflation.