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 evening. Today's Pre-US brief is ready for subscribers.
Global chip stocks slide as China DUV reports compound AI spending concerns
A risk-off European session dominated by semiconductor selling and AI capex scrutiny, with oil declining on US-Iran diplomatic signals and Treasuries extending gains.
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IMAX CEO signals ticket price rise on The Odyssey demand; resale tickets hit $1,000
IMAX's CEO indicated plans to raise ticket prices on 23 July 2026, citing exceptional consumer demand for Christopher Nolan's The Odyssey, according to Marketwatch TOP. The Odyssey is the first full-length feature film shot exclusively on I…
Goldman Sachs and JPMorgan launch tech-sector corporate debt trading products
Goldman Sachs and JPMorgan Chase launched new trading products this week designed to allow investors to adjust exposure to technology sector corporate debt, according to Bloomberg Markets. The products were developed in direct response to g…
Japan national CPI for July 2026 scheduled for 24 July release
Japan's national consumer price index data for July 2026 is scheduled for release on Friday, 24 July 2026, according to Finnhub. The release follows Tokyo area CPI data for June, which recorded core-core inflation (excluding food and energy…
UK retail sales rose 1.0% in June 2026, beating forecasts of -0.3%
UK retail sales volumes grew 1.0% month-on-month in June 2026, sharply outpacing analyst expectations of a 0.3% decline, according to data reported on 24 July 2026. On an annual basis, sales rose 4.2% year-on-year against a consensus estima…
TikTok faces 6% turnover fine in EU minor safety probe
The European Commission on Friday issued preliminary findings that ByteDance-owned TikTok violates the Digital Services Act by failing to adequately protect the privacy and safety of users under 18, exposing the platform to a potential fine…
Alphabet Q2 2026 beats estimates; $200bn capex guidance raised, Gemini Pro delayed
Alphabet reported second-quarter 2026 earnings results on 22 July 2026, exceeding analyst expectations with double-digit revenue growth, marking its 12th consecutive quarter of strong gains. The company simultaneously raised its annual capi…
Equinor Q2 2026 adjusted operating income rises 76% to $11.482bn
Norway's state-owned energy company Equinor reported Q2 2026 adjusted operating income of $11.482bn, up 76% on a year-over-year basis, alongside adjusted operating income after tax of $3.225bn, a 93% increase from $1.670bn in the same quart…
UK headline CPI fell to 2.6% in June 2026; core rose to 2.6%
UK headline inflation cooled to 2.6% in June 2026, down from 2.8% in May and below the consensus estimate of 2.7%, according to data reported by Guardian Business and Finnhub on 22 July 2026. The decline was driven by falling food prices — …
EIA reports 2.01 million barrel crude build; WTI at $87.07
The US Energy Information Administration reported a 2.01 million barrel increase in crude oil inventories for the week ending 17 July 2026, against analyst expectations for a draw of 1.052 million barrels, according to Finnhub. Gasoline inv…
Chronometer Partners warns AI energy demand risks natural gas shortage
Chronometer Partners' Matthew Smith issued a warning on 22 July 2026 that accelerating AI energy consumption will produce an unprecedented natural gas shortage, which markets are currently unprepared to handle. The caution centres on the sc…
US-Saudi 123 nuclear cooperation deal signed, opens conditional enrichment path
The United States and Saudi Arabia signed a civilian nuclear cooperation agreement on Wednesday, July 22, 2026, with US Energy Secretary Chris Wright and Saudi Energy Minister Prince Abdulaziz bin Salman putting their signatures to both a p…
Global crop prices hit three-year highs amid heatwave and Black Sea disruptions
Global crop prices reached three-year highs on 23 July 2026, driven by a combination of heat waves, Black Sea shipping attacks, and broader geopolitical tensions affecting grain trade routes, according to Bloomberg Markets. The disruptions …