Daily Brief Archive

Explore our complete collection of market insights and commentary.

Wednesday, 11 November 2026 ∙ 9 min read

Hot core inflation put a half-point Fed hike on the table, and the dollar took back Monday's losses

In today's daily market brief, the US inflation report did what Monday's oil slide could not: it handed the dollar back its rate edge. Core prices rose 0.3% in October for a third straight month, one Fed governor had alr

Tuesday, 10 November 2026 ∙ 9 min read

Oil's war premium is draining fast, and today's US inflation print decides who keeps the relief

In today's daily market brief, the oil market's war premium is draining faster than the rate market can respond: Brent fell more than 5% on Monday and is trading below $92 this morning, its lowest since late August, afte

Monday, 09 November 2026 ∙ 8 min read

Payrolls more than doubled forecasts, and the dollar reclaimed the rate edge sterling and the rand relied on

In today's daily market brief, Friday's US jobs report has reset the rate conversation: payrolls rose by 165,000, more than double expectations, and markets now price roughly an 81% chance of a December Fed hike. That ha

Friday, 06 November 2026 ∙ 11 min read

Wall Street's AI rout recast the Democratic sweep as a risk event, and payrolls now decide the dollar

In today's daily market brief, the US election result has been read twice in two days, and the second reading is the one markets are trading. On Wednesday a Democratic sweep of Congress meant cheaper oil and a softer dol

Thursday, 05 November 2026 ∙ 10 min read

Oil’s 17% slide hands the Bank of England a cheaper inflation story on the day it hikes

In today’s daily market brief, the Bank of England is set to raise rates for the first time since 2023 at noon, on a day when the energy shock behind that decision is visibly unwinding. A Democratic sweep of both houses

Tuesday, 03 November 2026 ∙ 9 min read

Oil's steepest fall since July trimmed the war premium, and today's midterms test how much stays off

In today's daily market brief, Brent's 7.6% fall on Monday, its steepest since July, has taken a large slice of the war premium out of oil just as Americans vote in the midterm elections. Limited US strikes on Iranian mi

Monday, 02 November 2026 ∙ 9 min read

Doha talks knocked Brent back to $110, but tomorrow's midterms decide whether the discount lasts

In today's daily market brief, oil is pricing a deal the diplomats have not yet finished: Brent has fallen nearly 3% to around $110 as Iran and Qatar hold a third day of talks on a plan Tehran says could reopen the Strai

Friday, 30 October 2026 ∙ 9 min read

Big Tech's earnings stumble pulled Treasury yields to a seven-week low, and the dollar followed

In today's daily market brief, the strongest US growth print in a year lost the argument to Big Tech: Alphabet's 12.6% fall and after-hours misses from Amazon and Intel sent investors into Treasuries, pulling the ten-yea

Thursday, 29 October 2026 ∙ 10 min read

The Fed held with two hawks dissenting, and today's PCE print now carries December's decision

In today's daily market brief, the Fed held at 3.75% to 4.00% with two officials voting for a hike, and the market's reaction ran the other way from the vote: December hike odds rose to around 85%, yet the Dollar Index s

Wednesday, 28 October 2026 ∙ 9 min read

Healey speaks at lunchtime and Warsh by evening, while oil quietly raises the stakes for both

In today's daily market brief, the UK Budget at 12:30 GMT and the Fed decision at 18:00 GMT land five and a half hours apart, and Brent has used the morning in between to climb 1.5% back to $115.59. GBP/USD sits near 1.3