US Stocks Face a Week of Bond Yields, Oil, and Summit Risks
US stocks enter a week dominated by a 5% Treasury yield, a missile strike on Riyadh, Fed commentary, and a key Trump-Xi meeting.
20/09/2026 18:2813 min read
Oil
Crypto's Weekend Slide Sets Up Monday's Test
Crypto markets fell over the weekend as Houthi attacks on Saudi Arabia raised tensions, with Bitcoin dropping 0.9% and the total market cap down 4%.
20/09/2026 09:1112 min read
WTI crude falls $1.64 on optimism over Saudi supply bypasses
WTI crude oil settled lower at $95.60 as reports of Saudi bypass restoration and Hormuz transit ease supply fears.
18/09/2026 19:127 min read
Yen Weakens, European Stocks Decline After BOJ Raises Rates
The BOJ hiked rates 25 bps to 1.25%, but dovish dissents disappointed markets. The yen weakened, stocks fell, and oil and bond yields remained elevated.
18/09/2026 12:228 min read
JPMorgan drops Iran war endgame forecast as economic thresholds breached
JPMorgan has abandoned its baseline view of the Iran war, saying it can no longer model the endgame after key economic thresholds were breached.
18/09/2026 12:118 min read
WTI oil's $5 gap explained by futures contract rollover
A $5 overnight drop in WTI crude oil was due to futures contract rollover, not a selloff. The price difference reflects separate delivery months.
18/09/2026 07:4111 min read
European equities edge lower in cautious open following Fed-driven gains
European stocks opened slightly lower Friday as profit-taking set in after a post-Fed rally; BOJ raised rates to 1.25%.
18/09/2026 07:335 min read
UK's BoE Holds at 3.75% as Fed Lifts to 4% β Comparing the Rationales
The Bank of England kept its rate at 3.75% as the Fed raised to 4%, with the BoE arguing that energy-led inflation requires different tools.
18/09/2026 05:287 min read
BoJ raises rate to 1.25%; RBA flags inflation risks
BoJ hikes rate to 1.25% as expected; RBA warns of inflation risks. Iran attacks tanker, US sanctions crypto exchange.
18/09/2026 03:4217 min read
iCapital Sees 10-Year Yield Hitting 5.3% If Oil Keeps Rising
iCapital raised its 10-year yield forecast to 4.5%-5.3%. A strategist said oil prices, not the Fed dot plot, will decide the outcome.
18/09/2026 02:129 min read
Bullock flags RBA policy tightening doubts as oil price risks mount
RBA's Bullock signals policy may not be tight enough as oil price risks build, hinting at a possible rate hike.
18/09/2026 01:2116 min read
Trump nears major decision on Iran war, tells Axios
Trump tells Axios he is nearing a decision on resuming large-scale attacks on Iran, ahead of a meeting with Gulf leaders.
17/09/2026 22:1317 min read
JP Morgan: Six Months In, Oil Market Endgame Still Unclear
JP Morgan's own calculations indicate that the market is pricing in considerably more risk than the bank's fair value model can account for, with Brentβ¦
17/09/2026 22:0119 min read
Iran hits oil tanker under US Navy escort in Strait of Hormuz
Iran struck an oil tanker under US Navy escort in the Strait of Hormuz after anti-ship missile launches, escalating the war that has choked key oil routes.
17/09/2026 21:3112 min read
Gold up $81, S&P 500 gains 1.1% as dollar slides
Gold rose $81, S&P 500 gained 1.1%, and the dollar lagged as Treasury yields dropped, with mixed economic data.
17/09/2026 20:417 min read