Market Briefings
Morning briefings, evening recaps, and the Sunday week-ahead. Ten reads a week written by the team. Public archive runs on a 48-hour delay; subscribers see them on the day.
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Friday, 26 June 2026
Thursday, 25 June 2026
Evening Market Recap: 25 Jun 2026
Thursday delivered the week's pivotal data point, and the outcome was neither the validation nor the contradiction...
Morning Market Briefing: 25 Jun 2026
Thursday's session opens with two competing forces that rarely arrive simultaneously. Micron's blowout quarter...
Wednesday, 24 June 2026
Morning Market Briefing: 24 Jun 2026
Wednesday's session arrives with the dust from Tuesday's global technology rout still settling. The Kospi has...
Evening Market Recap: 24 Jun 2026
Wednesday's session in markets was dominated by oil, and the move was significant. WTI crude broke below $70 for th...
Tuesday, 23 June 2026
Morning Market Briefing: 23 Jun 2026
Markets enter Tuesday with the macro picture shifting quickly. Keir Starmer confirmed his resignation as UK Prime Minist...
Evening Market Recap: 23 Jun 2026
Tuesday's session opened with the question of whether Monday's Iran-US peace progress would hold under scrutin...
Monday, 22 June 2026
Morning Market Briefing: 22 Jun 2026
Markets open Monday facing a weekend of escalation in the Middle East, with Iran re-closing the Strait of Hormuz on Sund...
Evening Market Recap: 22 Jun 2026
Monday's session delivered one of the sharpest single-day reversals in the geopolitical narrative that has driven m...
Sunday, 21 June 2026
Friday, 19 June 2026
Morning Market Briefing: 19 Jun 2026
The peace deal that defined this week's market narrative has hit a wall. Iran has frozen its MOU commitments and ca...
Evening Market Recap: 19 Jun 2026
Friday's session was a study in how quickly geopolitical narratives can produce self-cancelling signals. The Swiss...
Thursday, 18 June 2026
Morning Market Briefing: 18 Jun 2026
Markets this morning are navigating a genuine two-sided conflict between a hawkish Fed and a formally signed peace deal....
Evening Market Recap: 18 Jun 2026
Thursday's session belonged to oil and the carry trade. The US-Iran memorandum was signed at Versailles overnight,...
Friday, 12 June 2026
Thursday, 11 June 2026
Evening Market Recap: 11 Jun 2026
Thursday delivered everything the morning briefing warned about and then some. The ECB hiked as expected but Lagarde...
Morning Market Briefing: 11 Jun 2026
Global markets are entering Thursday's London session under heavy geopolitical and central bank pressure. The US mi...
Wednesday, 10 June 2026
Morning Market Briefing: 10 Jun 2026
Global markets enter Wednesday's London session in an acutely risk-off posture after US forces launched overnight s...
Evening Market Recap: 10 Jun 2026
Wednesday delivered the inflation print the market had spent a week building toward, and it landed in line with consensu...
Tuesday, 9 June 2026
Monday, 8 June 2026
Morning Market Briefing: 8 Jun 2026
Markets open Monday in a distinctly hostile tone. Two shocks hit simultaneously over the weekend: Israel struck military...
Evening Market Recap: 8 Jun 2026
Monday's session opened with maximum geopolitical risk premium and closed with most of it unwound. Iran's decl...
Sunday, 7 June 2026
Friday, 5 June 2026
Morning Market Briefing: 5 Jun 2026
Friday's session is defined by a single number. May US nonfarm payrolls land at 13:30 UK time against a consensus e...
Evening Market Recap: 5 Jun 2026
Friday delivered the exact scenario that every instrument in the portfolio feared. May nonfarm payrolls came in at 172,0...
Thursday, 4 June 2026
Morning Market Briefing: 4 Jun 2026
US equity futures are pointing sharply lower this morning after Broadcom reported a fiscal second-quarter revenue miss t...
Evening Market Recap: 4 Jun 2026
Thursday produced a session defined by sharp internal divergence. The Dow rallied to a fresh record as money rotated vio...
Wednesday, 3 June 2026
Morning Market Briefing: 3 Jun 2026
Markets enter Wednesday 3 June 2026 facing a tension that will not resolve neatly. Secretary of State Rubio confirmed to...
Evening Market Recap: 3 Jun 2026
Wednesday delivered the escalation that this week's briefings warned was a genuine tail risk. Iranian drone and mis...
Tuesday, 2 June 2026
Evening Market Recap: 2 Jun 2026
Tuesday's session was largely defined by two forces pulling in opposite directions: a relief bid from Trump's...
Morning Market Briefing: 2 Jun 2026
Global markets are entering Tuesday's London session in a split-screen environment: Wall Street closed at fresh all...
Monday, 1 June 2026
Evening Market Recap: 1 Jun 2026
June 1 began with cautious Iran deal optimism and ended very differently. Iran's semi-official Tasnim news agency r...
Morning Market Briefing: 1 Jun 2026
Global markets enter June at all-time highs, but the rally rests on increasingly fragile foundations. US and Iranian neg...
Sunday, 31 May 2026
Friday, 29 May 2026
Evening Market Recap: 29 May 2026
Friday's session delivered the PCE print markets had been waiting for all week - core inflation at 3.3% year-on-yea...
Morning Market Briefing: 29 May 2026
Global markets are entering Friday 29 May in a state of controlled uncertainty. The dominant theme is the US-Iran ceasef...
Thursday, 28 May 2026
Evening Market Recap: 28 May 2026
Thursday's session was defined by a sharp reversal in Middle East sentiment. Oil had been grinding lower all week o...
Morning Market Briefing: 28 May 2026
Global markets are entering Thursday's session with a cautious, mixed tone driven entirely by the ongoing US-Iran c...
Wednesday, 27 May 2026
Evening Market Recap: 27 May 2026
Wednesday 27 May delivered one dominant theme: a sharp de-escalation trade in energy markets after Iranian state media r...
Morning Market Briefing: 27 May 2026
Global markets on 27 May 2026 are caught between competing forces. Optimism over a potential US-Iran deal to reopen the...
Tuesday, 26 May 2026
Evening Market Recap: 26 May 2026
Tuesday's session was defined by a single development: U.S. forces carried out fresh strikes in southern Iran overn...
Morning Market Briefing: 26 May 2026
Markets are entering Tuesday in a cautious risk-on posture, defined almost entirely by one variable: whether the United...
Monday, 25 May 2026
Evening Market Recap: 25 May 2026
Monday's session was shaped by two things: the Iran deal optimism that broke over the weekend, and the absence of t...
Morning Market Briefing: 25 May 2026
Markets open this Monday with a cautiously optimistic tone following a weekend development that has dominated overnight...
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