The Daily Brief

Brief Archive

Every weekday at 6:30 AM CET — European market intelligence in plain English. 6 editions published.

#030
AEX·Macro

European Equities Post Split Session as CAC 40 Leads Continental Gains

European equities posted a split session on Thursday, with the CAC 40 leading continental gains at +0.88% to close at 8,222.5, while London'…

Thu 4 Jun 2026
4 min
#029
AEX·Energy·ECB Watch·Macro

Oil Near $104, Eurozone Equities Hold Gains Ahead of June ECB Decision

Middle East supply risk lifts Brent to $104 as the Iran-Hormuz premium reasserts itself. AEX outperforms on ASML strength. Markets digest a …

Mon 2 Jun 2026
4 min
#028
EUR/USD·Fed·CAC 40

Post-Fed Relief: Euro Holds 1.17 as Rate Anxiety Clears

Fed uncertainty that paralysed markets through May has resolved into a directional relief trade, lifting gold while crude and copper stay un…

Fri 29 May 2026
4 min
#027
Energy·DAX·Commodities

Venezuela Shock Reverses — European Equities Recover on Risk Appetite

As geopolitical supply-shock panic recedes, a coordinated risk-recovery bid is lifting European equities while crude drifts sideways. DAX le…

Thu 28 May 2026
3 min
#026
AEX·Earnings·Tech

Adyen Q1 Beat Supports Payments Sector; ASML Buyback Confirmed

Adyen reported Q1 revenue marginally ahead of forecasts, maintaining 20–22% full-year growth guidance. ASML confirmed €79.4M in buybacks und…

Wed 27 May 2026
5 min
#025
EUR/USD·ECB·Macro

Dollar Weakness Lifts Euro Exporters; ECB June Meeting in Focus

A weakening dollar and fading rate-fear are driving a unified European equity rally. EUR/USD holds above 1.165. All eyes turn to ECB June 11…

Tue 26 May 2026
4 min