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
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.
US-Iran deal uncertainty keeps oil elevated; Trump proposes 25% Brazil tariff
A moderately active overnight session dominated by Hormuz supply concerns, a new US-Brazil tariff proposal, and commodity moves in aluminum and LNG.
Israel expands Lebanon ground offensive; oil rises above $93 on ceasefire uncertainty
An active overnight session dominated by Middle East escalation, with oil prices rising sharply, yen weakness persisting, and emerging Asian equities reaching record highs on AI demand.
Oil falls as US-Iran agree tentative 60-day ceasefire extension
Overnight session dominated by US-Iran ceasefire optimism lifting Asian equities and industrial metals; oil declined; Blue Origin rocket explosion added aerospace uncertainty.
US military strikes on Iran push crude prices sharply higher overnight
A geopolitically-driven overnight session dominated by fresh US strikes on Iran, oil price gains, and renewed Strait of Hormuz concerns weighing on Asian equities and industrial metals.
SK Hynix joins $1 trillion club as Korean equities double in 2026
An active overnight session dominated by Korean semiconductor milestones, US-Iran diplomatic developments, and UAE's departure from OPEC.
US military strikes Iranian targets; Brent surges 2.34% to $98.39
A volatile overnight session dominated by conflicting US-Iran signals, lifting crude and complicating European open sentiment.