Plus: Oil plunges and stocks surge on Trump’s Iran walkback; Australia and EU hours away from historic trade deal; Albanese’s dark warning on Australia’s economic future.
Paulina Durán
Overnight editor
Paulina Durán is Overnight Editor for Capital Brief, based in Mexico City, where she oversees late-cycle news coverage and writes and edits the publication’s morning newsletters. Previously based in Sydney, Paulina has over 15 years of experience in corporate finance, debt markets and banking. Her work has appeared in The Australian, Reuters, Debtwire, Bloomberg and The Australian Financial Review.
Contact Paulina via email.
Plus: Iran war hits Australia’s fuel supply; Canva investors unfazed by AI-powered software sell-off, says co-founder; Australian tech hits $248b GDP contribution, second to mining.
Plus: One Nation set to become official Opposition in new Capital Brief/Demos AU polling; Iran knocks out 17% of Qatar’s LNG capacity; Pentagon seeks USD200b top-up as Trump flip-flops on South Pars.
Plus: Powell vows to stay put until DOJ probe ‘well and truly over’; Chalmers warns war could cut Australian growth, push inflation past 5%; Oil prices spike as Israel hits Iran gas field.
Plus: Wall St rises for a second day as war rages on; Government’s NRF backs GPS alternative maker Advanced Navigation in $158m raise; Future Fund’s Combet flags geopolitics as biggest risk.
Plus: Oil retreats, Wall Street rallies as tankers trickle through Hormuz; Denholm calls for Australian R&D overhaul; Nvidia’s Huang sees USD1 trillion 2027 AI chip revenue.
Plus: RBA seen lifting rates Tuesday, markets bet on more; Koala snuggles up to investors with trimmed float; Atlassian staff reel as high performers find themselves among the axed.
Plus: Australia orders officials out of Israel and UAE; Global stocks slide as oil holds near USD100, private credit stress deepens; Traders price out Fed cuts as Aussie banks tip back-to-back RBA hike.
Wall St falls shrugging off record oil release plan, tame inflation; JPMorgan marks down private credit loans, restricts lending as stress spreads; Australia’s Big Four banks tighten risk controls.
Plus: Surging oil prices threaten to become the new normal; Ackman in new IPO attempt; Leigh says government must referee Big Tech to give Aussie startups a fair go.
Plus: Trump says Iran soccer players taken care of by Albanese; Wall Street fights back after oil’s historic swing; Anthropic sues Pentagon claiming unconstitutional retaliation over AI limits.
Plus: Oil prices surge towards USD100 as Hormuz crisis deepens; OpenAI hardware boss quits over Pentagon AI deal; Trump blasts Starmer, says US does not need UK carriers.
Plus: Wall Street tumbles as Hormuz near-closure sends oil above USD80; US states take Trump back to court over his 10% global tariff; Trump ousts homeland security chief Kristi Noem in first second-term cabinet casualty.
Plus: US stocks climb, oil retreats after Trump’s Hormuz pledge; Trump likely to raise tariff rate to 15% this week, Bessent says; Marbruck: the VC fund nobody was supposed to find.
Plus: Trump threatens to cut all trade with Spain, attacks UK’s Starmer as “not Winston Churchill”; Global stocks slide and oil soars; Albanese defends $90b-plus Sydney-Newcastle high-speed rail cost.
Plus: Oil posts biggest surge in four years; Markets in worst global market shock since Covid; NATO will not join US-Israel strikes on Iran, backs the campaign, says Rutte.
Plus: US confirms three troops killed as death toll rises; Oil markets brace for spike as Strait of Hormuz tanker traffic halts; Russia, China condemn US-Israeli strikes as global reactions intensify.
Plus: Nvidia results fail to steady AI nerves; Hillary Clinton tells GOP-led House panel she has no info on Epstein; BlueScope fires public shot at bidders.
Plus: Cuba coastguard kills four on US-registered boat in shootout; Australia urges diplomat’s families to leave Israel and Lebanon; Nvidia faces earnings test, bull market momentum at stake.
Plus: Prime Minister evacuated after bomb threat at The Lodge; Poll finds 40% support cutting CGT discount to 25%; Anthropic’s new Claude plug-ins automate IB, legal and HR workflows.
Plus: AI doomsday thought bubble hammers software, private capital stocks; Wall Street rattled by tariff chaos; The EU suspends ratification of its trade deal with US.
Plus: Australia looking at ‘all options’, says trade minister Farrell; Iran-US nuclear talks head to Geneva amid reports of secret Russian deal; Australia has a new weapons fund its biggest VC investors can’t touch.