Iran proposes seven-day Hormuz reopening if US meets terms, oil dips
Iran offers to reopen Strait of Hormuz within seven days if US meets terms including lifting blockade and ending Israel's Lebanon war. Oil edges lower.
25/09/2026 03:5117 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Oxford Economics Gauge Enters Recession Zone, Consumer Spending Unfazed
Oxford Economics' US business-cycle indicator sounds recession alarm, but consumer spending and AI investment remain strong.
25/09/2026 02:3213 min read
Daiwa forecasts December BOJ rate increase after Ueda's policy pivot
Daiwa Securities predicts the Bank of Japan will raise rates again in December 2026, followed by a hike in April 2027, as the BOJ shifts to maintaining…
25/09/2026 00:2218 min read
Tom Lee Says Surging Treasury Yields Separate Strong from Weak Stocks
Fundstrat's Tom Lee argues that rising Treasury yields are not a threat but a filter that favors strong companies. He also expects inflation to decline in the…
25/09/2026 00:129 min read
Kiyosaki: Three Common Phrases That Signal a Poverty Mindset
Robert Kiyosaki says phrases like "I can't afford it" reveal a scarcity mindset that keeps people poor.
24/09/2026 23:128 min read
China's Mid-Autumn closure tests markets ahead of National Day
China's Mid-Autumn and National Day holidays thin Asian markets, heightening volatility risks.
24/09/2026 22:2115 min read
UBS sees Fed hike fears as excessive with 10-year yield above 5.1%
UBS says October Fed hike odds are overdone; 10-year yield above 5.1% for first time since 2007.
24/09/2026 22:0116 min read
US-China trade truce extended two months, key disputes deferred
The US-China trade truce was extended by two months to January 10, but tariffs, farm purchases, rare earths, and Taiwan remain unresolved.
24/09/2026 21:0215 min read
Strong inflation data pushes RBA toward 4.60% rate, highest since 2011
Almost all economists expect the RBA to raise rates to 4.60% on Tuesday, the highest since 2011.
24/09/2026 20:3116 min read
US 7-year note auction yields 5.085%, demand softer than average
The US 7-year note auction saw a high yield of 5.085% with demand softer than average, earning a C− grade.
24/09/2026 17:113 min read
Trump, Xi meet at White House; trade extension, tech, Taiwan in focus
President Trump hosts Chinese President Xi at White House; discussions cover trade, tech, Taiwan, Iran with no firm outcomes.
24/09/2026 14:429 min read
Paulson sees possible need for another Fed rate hike to curb inflation
Fed's Paulson signals another rate hike may be needed; other officials echo hawkish stance.
24/09/2026 14:318 min read
Sharplink CEO: AI Agents to Cut $1.4 Trillion in Finance Fees by 2035
AI agents could save investors $1.4 trillion a year by 2035, Sharplink CEO says, as financial firms compete for $4 trillion in revenue.
24/09/2026 14:279 min read
August new-home sales hit 684,000, beating 615,000 estimate
August new-home sales beat estimates at 684,000, with July revised up to 643,000.
24/09/2026 14:127 min read
BOE's Breeden casts doubt on path to lower energy prices
BOE Deputy Governor Breeden says energy prices may stay elevated, potentially forcing policy response despite limited pass-through.
24/09/2026 14:018 min read