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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Tuesday, 9 June 2026
Monday, 8 June 2026
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...
Morning Market Briefing: 8 Jun 2026
Markets open Monday in a distinctly hostile tone. Two shocks hit simultaneously over the weekend: Israel struck military...
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
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...
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...
Tuesday, 2 June 2026
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...
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...
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
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...
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...
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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