Newsquawk Rundown, Daily Podcast

Osad

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  US Market Open: Risk on action with crude benchmarks lower amidst hope of a Hormuz deal 25.09.2026 2min

  Iranian Foreign Minister Araghchi said Iran presented a proposal to the US through mediators this week to reopen the Strait of Hormuz and restart negotiations towards a final deal; Brent -1.6%.Chinese President Xi said China and the US reached a common understanding on many issues.European bourses gain as Iran offers hope of the reopening of the Strait of Hormuz; US equity futures follow suit, NQ +0.6%.DXY is slightly lower, whilst the...
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  EU Market Open: Iran's FM said that Iran presented a proposal to the US this week, weighing on the crude complex; central bank speak ahead 25.09.2026 2min

  Iranian Foreign Minister Araghchi said Iran presented a proposal to the US through mediators this week to reopen the Strait of Hormuz and restart negotiations towards a final deal.Chinese President Xi urged the US and Iran to return to resolving issues through negotiation as soon as possible, according to Xinhua.Chinese President Xi said China and the US reached a common understanding on many issues.Crude futures pulled back overnight...
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  US Market Open: Crude benchmarks gain on punchy IRGC rhetoric, which lifts yields to multi-year highs; US-China meeting ahead 24.09.2026 2min

  Senior adviser to Iran’s Supreme Leader Major General Safavi said the scope of the war may expand to the Indian Ocean and other regions, if the US starts a new war.US Treasury Secretary Bessent announced a two-month extension to the trade truce with China, extending to January 10th.A flurry of Central Bank announcements; SNB and Riksbank hold while the Norges Bank hiked by 25bps to 4.50%.Global equities are under pressure amid the hawkish...
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  EU Market Open: DXY strength pauses for breath ahead of US-China talks; SNB, Riksbank and Norges Bank all due 24.09.2026 2min

  US Treasury Secretary Bessent said the US-China trade truce was extended to January 10th, while he doesn't know if a bigger trade deal can be done with China and could just roll the current deal forward.US reportedly dismissed Iran's Hormuz offer during UN talks, saying Tehran does not control the Strait, the Times of Israel reported.White House official denied Politico reports that the Trump administration is preparing a plan to ban exports of diesel for 90...
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  US Market Open: US-Iran mediation efforts to continue, though US sources suggest the chance of a deal is limited; USD gains 23.09.2026 2min

  US Envoy Witkoff said mediators will continue their work, and he hopes talks will be constructive and promising.However, US sources told Al Hadath that the chance of a deal is limited and major disputes and obstacles remain.US equity futures give back earlier gains as focus turns to the Trump-Xi meeting.DXY bids higher despite lower energy prices; EUR little moved following broadly stronger PMI metrics.Fixed...
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  EU Market Open: Crude benchmarks edge lower as hopes of US-Iran diplomacy rise; European equities set to open slightly firmer 23.09.2026 1min

  US President Trump said he thinks a settlement will be reached with Iran, and noted that some US-Iran communication has taken place even today and that the relationship with Iran is developing.US President Trump said envoys Witkoff and Kushner met with Iran mediators and that there were lots of good thoughts. Trump later commented that he thinks Iran will do something good.Trump also warned that they may have to blow up Pickaxe Mountain and that they will attack...
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  US Market Open: Crude benchmarks slip on source reports that Iran could open the Strait within seven days if the US lifts its blockade 22.09.2026 2min

  Crude benchmarks have reversed earlier gains after Kyodo reported, citing an Iranian official, that Iran has suggested to the US administration that it will open the Strait of Hormuz within seven days if the US lifts its blockade on Iranian ports and stops military operations related to Hormuz.Alongside the Kyodo report were constructive comments by the IRGC, stating that if Iran’s national interests require negotiations alongside war, then it must negotiate.Brent...
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  EU Market Open: Trump suggests that Iran is not doing well, whilst Pakistan continues to mediate; European equity futures set to open slightly higher 22.09.2026 1min

  US President Trump said he had meetings regarding Iran and that Iran is not doing well; the Pakistani Interior Minister held consultations in Iran on efforts to advance the peace process.US Treasury Secretary Bessent said he will present US President Trump with a US-China AI pact, while Trump is to decide on a US-China AI deal this week.APAC stocks mostly gained following the advances on Wall Street, where the Nasdaq outperformed.DXY was...
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  US Market Open: Crude benchmarks lower despite Trump threatening to blow up all of Iran, but with optimism ahead of the UN General Assembly 21.09.2026 1min

  US President Trump reportedly said on Sunday that he is thinking of "blowing up" all of Iran as he left the Camp David retreat a day early to return to the White House.Pakistani Interior Minister travelled to Iran to discuss bilateral relations and cooperation, but it will be unrelated to Iran-US matters.German Chancellor Merz vowed to stay on despite a ‘disaster’ in regional elections, with partial results showing his CDU at just under the 5% threshold for...
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  EU Market Open: Trump threatens "blowing up" all of Iran, whilst Houthis target a Saudi oil facility; crude prices initially firmer, but have since fallen 21.09.2026 1min

  US President Trump reportedly said on Sunday that he is thinking of "blowing up" all of Iran as he left the Camp David retreat a day early to return to the White House.Crude futures initially advanced at the open following reports over the weekend that Houthis targeted a Saudi oil facility in Yanbu and with air raid alerts issued in Riyadh.Crude prices then retreated throughout the session despite the lack of fresh news behind the reversal, although Trump also...
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  US Market Open: BoJ lifts rates by 25bps, but Ueda strikes a dovish tone, leading to JPY pressure; US equity futures are firmer 18.09.2026 2min

  The BoJ hiked rates by 25bps to 1.25%, as expected, with the decision made by a 7-2 vote.In the press conference, BoJ Governor Ueda said the BoJ believes the phase of policy has changed but clarified that the objective is now to stabilise underlying inflation at around 2%.US equity futures are mixed, with outperformance in tech as gains extend following Nvidia's Huang comments of doubling chip sales in 2027.DXY is slightly firmer; JPY the...
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  EU Market Open: APAC stocks were mostly higher as the region took impetus from the gains on Wall Street; USD/JPY rises post-BoJ 18.09.2026 2min

  US President Trump told Axios he is at a "critical juncture" regarding the war in Iran, weighing whether to launch massive new attacks or pursue a different path to end the conflict.BoJ hiked rates by 25bps to 1.25%, as expected, with the decision made by a 7-2 vote; USD/JPY outperformed.Crude futures were lacklustre after declining yesterday alongside de-escalatory reports.APAC stocks were mostly higher as the region took impetus from...
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  US Market Open: DXY holds near post-FOMC highs; GBP awaits the BoE later 17.09.2026 1min

  US President Trump threatened to impose heavy tariffs on Europe if it considers Europe's decision to grant Canada observer status a hostile act.US President Trump said they are working very hard on Russia and Ukraine, while he added that the Ukraine war is the toughest war to end and is the one driving up diesel prices. On Iran, Trump said Iran wants to make a deal and hopefully we're more at the end of the Iran war.US equity futures climb and have pared entirely...
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  EU Market Open: Sentiment somewhat recovers post-FOMC, but DXY and yields hold onto gains 17.09.2026 1min

  The Fed hiked rates by 25bps as expected in a unanimous decision, while the median projection saw another hike by year-end before rates remain on hold throughout 2027.The statement reiterated the Fed's commitment to price stability, a message echoed by Chair Warsh in the press conference.US stocks were pressured and the major indices largely finished lower; APAC stocks traded mixed, DXY and yields held onto post-FOMC gains.US President...
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  US Market Open: DXY trades sideways into the Fed policy decision; Iran's FM says that Tehran wants to return to a peaceful solution 16.09.2026 1min

  Iranian FM Araghchi said the MoU with the US is in effect and that Tehran wants to return to a peaceful solution, and added that Iran is not interested in continuing the conflict and looks forward to returning to a diplomatic solution.US equity futures gain, with the NQ outperforming following reports of a potential Intel-SK Hynix deal.DXY flat; GBP saw two-way price action as headline CPI returns above 3%.Fixed income benchmarks mixed;...
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  EU Market Open: Crude pulls back while US assets tread water ahead of the FOMC 16.09.2026 2min

  US VP Vance told the NY Post that the conflict with Iran is expected to shift into a "much different phase" in the coming months.A US official said the military and Gulf countries have begun conducting daytime tanker transits through the Strait of Hormuz, rather than only at night as in recent months, according to Axios.Crude futures pulled back after rallying again yesterday as a series of geopolitical and supply headlines lifted the...
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  US Market Open: Global yields remain elevated weighing on US equity futures 15.09.2026 1min

  Iranian Parliament Speaker Ghalibaf said Iranian forces have full control of the Strait of Hormuz and will prevent enemy vessels from crossing.The Bank of England has reportedly written plans with the DMO to overhaul its money-printing programme, with plans to stop selling 20- and 30-year gilts, according to the Telegraph.Global equities continue to be weighed on by higher energy prices and bond yields.DXY edges higher; GBP unreactive...
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  EU Market Open: US yields surge as Fed hike bets build, while Middle East tensions support oil 15.09.2026 1min

  Crude futures remained firmer amid the ongoing conflict in the Middle East as Yemeni Houthis continued to target areas in Saudi Arabia, while Iran reiterated an unwillingness to negotiate an agreement with the US.IRGC Navy said the Strait of Hormuz is closed and remains under its control, according to Tasnim.APAC stocks traded mostly lower following the recent tech selling that was triggered by calls from industry CEOs for a slowdown in AI development; European...
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  US Market Open: Talks between Iran and Gulf states postponed and Saudi shuts a key oil pipeline; crude benchmarks gain 14.09.2026 1min

  Iranian Foreign Ministry Spokesperson said that Saudi Arabia insisted that the meeting between Iran and Gulf nations in Oman not to take place and it will be postponed to another date due to the Yemen situation.US President Trump said he warned Ukraine to stop targeting Russian oil refineries, as strikes have shut down diesel refining and helped lift prices of the fuel to record levels.Anthropic CEO Amodei urged a slowdown in the development of the most advanced...
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  EU Market Open: Crude rises on geopolitics whilst APAC sees AI-related selling 14.09.2026 2min

  Crude futures began the week higher, with Saudi Arabia shutting its East-West Pipeline following attacks last week.Oman postponed the Persian Gulf meeting on Monday, where Iran had planned to formally unveil a temporary shipping lane agreement for the Strait of Hormuz.US President Trump said he warned Ukraine to stop targeting Russian oil refineries, as strikes have shut down diesel refining and helped lift prices of the fuel to record...