While You Slept

Free overnight market briefs · Paul Hague Creations

What moved overnight and why it matters, published before each market opens. Regional briefs cover the markets, sectors and movers for each exchange; theme trackers follow one structural story across every market.

Every report is free. Read them here, or get the ones you want in your inbox before each market opens.

Regional briefs

Australia

ASX morning brief · overnight global markets, commodities, RBA watch
Latest · Friday 6 November 2026
The Bank of England delivered its first rate hike in more than three years on November 5, lifting its policy rate to 4.0% with a unanimous MPC vote, citing Middle East conflict risks and a forecast for UK inflation approaching 5% by…
Full archive (115 reports) →

Americas

Wall Street preview · delivered before the NYSE open
Latest · Thursday 5 November 2026
The dominant macro driver overnight was the US midterm election result, which delivered a Democratic sweep of both the House and Senate, reducing the most extreme policy tail-risks while introducing new regulatory headwinds for AI and…
Full archive (112 reports) →

Europe

European markets preview · delivered before the LSE open
Latest · Thursday 5 November 2026
The dominant macro driver overnight is the sharp fall in crude oil — Brent down 8.67% to $94.62/bbl and WTI down 8.29% to $88.12/bbl — following the US midterm elections in which Democrats secured control of both the House and Senate…
Full archive (116 reports) →

Asia

Asian markets preview · delivered before the Tokyo open
Latest · Friday 6 November 2026
The dominant macro driver overnight is the US midterm election result — a Democratic sweep of both the House and Senate on November 4 — which catalysed a sharp rotation out of AI and semiconductor names on November 5, even as broader…
Full archive (114 reports) →

Theme trackers

Critical Minerals

Lithium, rare earths, uranium, copper · the materials behind the energy transition and AI
Latest · Friday 6 November 2026
USD Index at 101.58 and S&P 500 at 7689 masked sharp copper price weakness, with LME copper falling 2.85% to 6.2205 USD/lb as multiple supply shocks hit overnight. Battery metals showed lithium carbonate at 91700 CNY/t down 1.24% while…
Full archive (110 reports) →