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Historic disruption

Mar 10, 2026

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11 min read

Historic disruption

The biggest oil disruption in history, Trump signals possible end to war, G7 ‘stands ready’ to release emergency oil reserves, Netflix goes from M&A loser to market winner, and JPMorgan sees 10% correction in S&P 500...

Market Briefing
Market Briefing
Oil soars

Mar 9, 2026

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11 min read

Oil soars

War sparks global economic and energy disruption, Oil prices soar near $120 a barrel, Gulf’s image as financial hub threatened, labor market weakness puts Fed in tough spot, and OpenAI leader resigns after deal with Pentagon...

Market Briefing
Market Briefing
'Big disaster'

Mar 6, 2026

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11 min read

'Big disaster'

Trump admin eyes all options to tame oil prices, Iran warns US invasion would be ‘big disaster for them’, Oracle plans thousands of job cuts, Berkshire begins repurchasing shares, Robinhood launches Platinum Card with premium benefits...

Market Briefing
Market Briefing
Refunds

Mar 5, 2026

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11 min read

Refunds

Stocks rebound amid fresh Iran hopes, judge orders US Customs to process refunds on illegal Trump tariffs, Trump officially nominates Kevin Warsh to replace Jerome Powell, Nvidia CEO hints at end of investments in OpenAI and Anthropic, and Bessent says global 15% tariff starts this week...

Market Briefing
Market Briefing
Flow of energy

Mar 4, 2026

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11 min read

Flow of energy

Trump: US will escort oil tankers, gas prices see biggest single-day spike in 3 years, defense stocks soar, Wall Street bulls stick to calls for 2026 rally, and this is how oil, gold and stocks have responded when the world shakes...

Market Briefing
Market Briefing
Economic shock

Mar 3, 2026

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11 min read

Economic shock

Trump's war adds potential shock for US economy, gold touches $5,400, Apple debuts new products, Nvidia invests $4 billion into photonics companies, and Musk’s X, xAI to repay $17.5B debt as SpaceX IPO nears...

Market Briefing
Market Briefing
Bracing for impact

Mar 2, 2026

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10 min read

Bracing for impact

Energy in focus as traders brace for Iran impact, investors seek harbour in gold, oil jumps 10% and could spike to $100 a barrel, UAE stock markets closes for two days, and Wall Street notches monthly declines on combined AI, tariff, geopolitical uncertainty...

Market Briefing
Market Briefing
Surrender

Feb 27, 2026

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11 min read

Surrender

Nvidia sinks as earnings fail to quench investor thirst, Netflix drops Warner Bros. bid, Block shares soar 24% after company slashes workforce in half, Apple CEO teases new product unveil next week, and World Economic Forum head resigns over Epstein ties...

Market Briefing
Market Briefing
Markets 'got it wrong'

Feb 26, 2026

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10 min read

Markets 'got it wrong'

Nvidia investors give tepid reaction to upbeat forecast, Huang: Markets ‘got it wrong’ on AI threat to software, Wall St traders pounce on the tariff-refund chaos, Salesforce commits $50B for new buybacks, and Ellison’s WBD tantrum is the best thing to happen to Netflix stock...

Market Briefing
Market Briefing
About last night

Feb 25, 2026

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11 min read

About last night

Trump slams Supreme Court tariff ruling in SOTU, Wall Street braces for Nvidia earnings, Meta and AMD agree to multibillion-dollar chip deal, Citrini founder shocked his AI prediction sparked selloff, and Stripe expresses acquisition interest in PayPal...

Market Briefing
Market Briefing
Winners and losers

Feb 24, 2026

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11 min read

Winners and losers

Stocks hit by AI-disruption fears, IBM is the latest AI casualty, winners and losers emerge as Trump revamps tariffs, Amazon to spend $12B in Louisiana on data centers, and FedEx sues for refund of Trump tariffs...

Market Briefing
Market Briefing
Tariff fallout

Feb 23, 2026

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10 min read

Tariff fallout

Nvidia earnings, SCOTUS tariff fallout: What to watch this week, Trump hikes global tariffs to 15% from 10%, tariff ruling clouds Fed's rate path, Wall Street weighs market winners amid the AI scare trade, and traders’ latest bet is on ‘HALO’ companies with AI immunity...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

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