Newsquawk Rundown, Daily Podcast

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  US Market Open: Dust settles following UST moves on Wednesday; Action quiet elsewhere despite firm Oil benchmarks 20.08.2026 1мин

  US President Trump announced sweeping economic measures against Iran and threatened consequences for countries or entities supporting Tehran.US President Trump reportedly told his negotiating team that the chances of an agreement with Iran have become slim, according to Al Arabiya, citing sources.US equity futures are muted; focus to be on Walmart earnings.DXY extends on Wednesday's losses; NZD outperforms while AUD completely pares the...
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  EU Market Open: Europe set for a lacklustre open despite strong APAC lead; SEK flat ahead of Riksbank 20.08.2026 1мин

  US President Trump announced sweeping economic measures against Iran and threatened consequences for countries or entities supporting Tehran.US President Trump said Iran negotiations may be at some point, while he reiterated Iran cannot have a nuclear weapon and said oil prices will be a lot lower when this is over.10yr UST futures marginally extended on the prior day's gains after long-end yields fell in response to the US Treasury announcement...
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  US Market Open: Stocks flat with quiet action elsewhere; USD moves lower into FOMC minutes 19.08.2026 2мин

  US President Trump is waiting for Iran to cave to his economic pressure, but Tehran may be willing to wait even longer, according to POLITICO.A source close to Iran's negotiating team said there had been no direct Iran-US negotiations and that talks with Oman concerned sovereignty over the Strait of Hormuz, according to Fars News.US President Trump announced that the US is to pause the 50% tariffs on Canada.US equity futures muted; SK...
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  EU Market Open: Europe primed for a flat open as Oil and Yields take a breather 19.08.2026 1мин

  US President Trump is waiting for Iran to cave to his economic pressure, but Tehran may be willing to wait even longer, according to POLITICO.Iranian Foreign Minister Araghchi said Tehran rejected ceasefire proposals and said that the war must end, not pause.US President Trump posted that he has paused the 50% tariffs on Canada, due to kick in on August 19th, for a three-day period; Canadian PM Carney confirmed the pause until the end of August...
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  US Market Open: Stocks hit with NQ -1.3% as Oil and Yields weigh on the risk tone 18.08.2026 2мин

  Iranian Parliamentary Speaker Ghalibaf said the Strait of Hormuz will not open until the blockade and oil embargo are lifted.Global equities trade on the softer side, driven by the upside in bond yields (US 30yr 5.32%).DXY continues to rebound, GBP lower despite mixed jobs/wages data.Energy benchmarks rangebound; record copper prices boost BHP earnings.Looking ahead, highlights include US ADP Employment Change...
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  EU Market Open: Europe primed for a lower open amid weak APAC lead and continued Oil strength 18.08.2026 2мин

  US President Trump reiterated US control of the Strait of Hormuz, and that Iran wants to make a deal, but also stated that Iran won't make the deal he thinks is necessary and he is not seeking an extension of the Iran MoU.An understanding to extend the ceasefire between the US and Iran under the Islamabad MoU has been reached and agreed in principle, according to Pakistani journalist Anas Malick.US President Trump said he doesn't think Oman behaves very well,...
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  US Market Open: Stocks primed for a firmer open in quiet newsflow, while Dollar weakens on easing Fed tightening bets 17.08.2026 2мин

  The Iranian Foreign Ministry said that the MoU signed with the US does not stipulate a 60-day deadline and that no talks have begun with the US due to violations.Furthermore, the Iranian Foreign Ministry said talks with Oman are ongoing.US equity futures are mixed, with the NQ outperforming but in light volume.DXY softens; CHF benefits as carry USD positions unwind, Antipodeans outperform on easing Fed...
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  EU Market Open: Europe set to build on gains after a quiet weekend and similar APAC lead 17.08.2026 2мин

  Iranian Foreign Minister Araghchi said Iran had not decided to resume talks with the US, and that Washington must meet conditions on the strait in order for shipping to resume in the waterway.APAC stocks began the week mixed, albeit with a mostly positive bias, following a quiet weekend of macro newsflow and amid geopolitical uncertainty as the 60-day US-Iran ceasefire is set to expire.Crude futures were indecisive as participants continue to await a Strait of...
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  US Market Open: Equities lacklustre with catalysts light, USD weakens despite firmer Oil prices 14.08.2026 2мин

  US Treasury Secretary Bessent said they will implement unprecedented measures on Iran and are conducting a maximum pressure campaign against Iran.UKMTO said a tanker was struck by a drone while transiting outbound through the Strait of Hormuz. This comes following comments by UAE's ADNOC saying two of its vessels were attacked on Thursday.US equity futures are muted amid light volume in the summer period.DXY weakens despite firmer energy...
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  EU Market Open: Europe primed for a firm after strong US lead; NZD rebounds, USD weaker 14.08.2026 3мин

  US Treasury Secretary Bessent said they will implement unprecedented measures on Iran and are conducting a maximum pressure campaign against Iran.Crude futures struggled for direction following the prior day's choppy performance amid light headline newsflow and a lack of major geopolitical developments.APAC stocks traded mixed as the region only partially sustained the positive handover from Wall Street, where the S&P 500 hit a fresh record...
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  US Market Open: US equity futures firm with geopolitical newsflow light; Fixed Income and USD flat into PPI 13.08.2026 2мин

  The Strait of Hormuz authority rejected US claims and said the waterway remains blocked until Iran's conditions are met, according to Press TV.USD/JPY saw a bout of mild pressure late in the session after Bloomberg sources said that the Takaichi government is said to support a faster BoJ rate hike.US equity futures mixed, with the NQ giving back some of Wednesday's gains.DXY flat; NOK softens as the Norges Bank leaves rates unchanged but...
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  EU Market Open: Europe primed for firm open after APAC strength; DXY attempts to build on gains into PPI 13.08.2026 2мин

  Pakistan's key mediator has held a second meeting with Iran's Foreign Minister Araghchi and is seeking to extend the 60-day truce, according to an informed source cited by Al Arabiya.Strait of Hormuz authority rejected US claims and said the waterway remains blocked until Iran's conditions are met, according to Press TV.Crude futures initially declined but clambered off worst levels, with price action indecisive amid the absence of any major geopolitical updates...
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  US Market Open: NQ outperforms into CPI after strong SMCI, CRWV results 12.08.2026 2мин

  Pakistan's Foreign Ministry said it continues to activate direct and indirect diplomatic channels between the US and Iran and that they are working to bring both sides to the negotiating table in Islamabad.US equity futures gain, with outperformance in NQ futures following stellar SMCI and CRWV earnings.DXY muted; low-yielding funders modestly weaker as JPY shorts are relocated.Fixed income benchmarks slightly firmer on light volume ahead...
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  EU Market Open: Europe set for flat open despite still-elevated energy benchmarks; US CPI ahead 12.08.2026 2мин

  Iran’s Secretary of the Supreme National Security Council said the Strait of Hormuz would not open until the US accepts Iran's conditions.Crude futures edged higher amid the ongoing geopolitical uncertainty; spot gold reclaimed USD 4,400/oz to the upside.APAC stocks traded mixed amid geopolitical uncertainty, earnings releases and as participants await US CPI data; Europe is set for a flat open.DXY traded little changed as markets await...
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  US Market Open: ES/NQ primed for flat open despite energy strength; Fixed income bearish, FX quiet 11.08.2026 2мин

  There was a maritime incident reported in Bab al-Mandab, with Fars reporting that a Saudi ship was reportedly targeted by the Yemeni army.Separately, the UKMTO has received a report of an incident involving a tanker and military forces in the Gulf of Oman.RBA maintained rates as expected and kept a hawkish tone, but trimmed its CPI forecasts; AUD saw mild pressure.US equity futures are muted while European bourses fall on higher energy...
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  EU Market Open: Europe set for quiet open despite firmer energy prices; AUD lags after less-hawkish RBA 11.08.2026 2мин

  US President Trump said, regarding potential escalation with Iran, that it is certainly possible and still has the ability to escalate.US President Trump, responding to Iran's requests for compensation during the conflict, said he was demanding compensation from Iran.RBA maintained rates as expected and kept a hawkish tone, but trimmed its CPI forecasts; AUD saw mild pressure. APAC stocks traded mixed following a lacklustre lead from...
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  US Market Open: NQ outperforms after strong TSMC earnings; USD flat while JPY lags 10.08.2026 2мин

  US President Trump told Axios that they are only semi-negotiating with Iran but said it will work out and that it always works out.Iran’s Supreme National Security Council issued six demands to the US, including total force withdrawal, end to proxy warfare.Iran's Foreign Ministry Spokesperson said Iran is currently focused on the Strait of Hormuz rather than resuming negotiations with the US, while adding that talks with Oman are constructive and...
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  EU Market Open: Europe primed for quiet open ahead of light calendar 10.08.2026 2мин

  US President Trump told Axios that they are only semi-negotiating with Iran but said it will work out and that it always works out.Iran’s Supreme National Security Council issued six demands to the US, including total force withdrawal, end to proxy warfare.Saudi Arabia put out a fire at its Jazan plant early on Sunday, while Yemen’s Houthis claimed responsibility for the attack on the refinery.APAC stocks were somewhat mixed, but with...
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  US Market Open: Quiet action ahead of NFP; DXY and USTs flat, stocks firmer 07.08.2026 2мин

  US President Trump thinks the war with Iran will end pretty soon and said the Strait of Hormuz is sort of open right now.US equity futures mixed, with NQ futures outperforming following strong MCHP earnings.DXY muted; EUR unreactive following German trade data.USTs flat ahead of the US jobs report, NFP expected at 85K.Energy benchmarks rangebound as markets await official details on the Hormuz...
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  EU Market Open: Europe primed for flat open following indecisive APAC lead into NFP 07.08.2026 2мин

  US President Trump thinks the war with Iran will end pretty soon and said the Strait of Hormuz is sort of open right now; Trump conducted a phone call with the Saudi Crown Prince.Oman and Iran reached an agreement over the Strait of Hormuz, according to MS Now citing two Middle East diplomats, although the diplomats declined to describe the details of the temporary agreement or what issues remain unresolved.A strategic plan for managing the Strait of Hormuz would...