Newsquawk Rundown, Daily Podcast

Episoade

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  US Market Open: DXY under mild pressure into NFP; focus on EU proposal to release diesel from stockpiles 02.10.2026 1min

  Energy complex falls on reports that the EU discussed a proposal to release diesel from stockpiles (Brent -3.2%, EU Gasoil -5.5%).US equity futures climb, while NKE falls on a downbeat earnings report.DXY slightly lower; JPY gains on hotter-than-expected Tokyo CPI.Fixed income benchmarks benefiting from lower energy prices as markets await the US jobs report.Looking ahead, highlights include US NFP (Sep)....
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  EU Market Open: APAC stocks traded mixed following the ultimately choppy performance stateside; Europe looks for a flat/firmer open 02.10.2026 1min

  US President Trump reportedly recently told aides he expects to resume bombing Iran in November, WSJ reported.Crude futures paused overnight after rallying yesterday in the continued absence of any progress between the US and Iran.APAC stocks traded mixed following the ultimately choppy performance stateside; European equity futures indicate a slightly higher cash market open.10yr UST futures took a breather after advancing yesterday as...
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  US Market Open: Yields surge weighing on global equities and lifting DXY; JPY lags post-data 01.10.2026 2min

  A US official said Secretary of State Rubio demanded on Monday that Iran's delegation to the UN General Assembly immediately leave the country after negotiations stalled, according to Axios.The US has reportedly told France and Germany to release emergency diesel stocks or face a possible export ban, with the US pushing for the release of 120mln barrels of diesel in the next six months, according to sources.US equity futures are mixed, with the NQ outperforming...
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  EU Market Open: Trump claims that the US has almost total control of the Strait, DXY gains whilst JPY lags post-Tankan survey 01.10.2026 2min

  US President Trump said developments regarding Iran will happen very soon, while saying the US has almost total control of the Strait of Hormuz and the war could end soon.A US official said Secretary of State Rubio demanded that Iran’s UN delegation immediately leave the US after negotiations stalled.Crude futures gradually retreated overnight amid relatively quiet geopolitical news flow; spot gold mildly rebounded.APAC stocks were mixed...
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  US Market Open: Iran receives US feedback on the seven-point proposal; AUD lags post-CPI while DXY eyes PCE 30.09.2026 1min

  US White House is reportedly tempering expectations of an imminent breakthrough between US-Iran, Semafor reported, with a source suggesting that "the bar is being raised very high."The Iranian government spokesperson said Foreign Minister Araghchi presented President Pezeshkian with a US proposal following his New York trip, which included discussions on Iran’s conditions for reopening the Strait of Hormuz, IRNA reported.UKMTO said that a crude oil tanker was...
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  EU Market Open: APAC stocks were ultimately mixed, with US-Iran showing little progress; European equity futures indicate a positive cash market open 30.09.2026 2min

  US-Iran talks and efforts by mediators this week yielded little progress, raising the odds of renewed combat, while Qatar will continue efforts despite growing frustrations with both sides, according to Axios.An Iranian diplomatic source said Iran will only be ready to discuss the nuclear issue after the Strait of Hormuz issue is resolved and Washington lifts the blockade.APAC stocks were ultimately mixed; European equity futures indicate a positive cash market...
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  US Market Open: Iranian Foreign Minister says they expect a US response today; AUD lags post-RBA 29.09.2026 1min

  Iranian Foreign Minister Araghchi said Tehran discussed proposals with Qatari mediators to present to the US, and that a response is to be relayed to Tehran through Qatari mediators. Iranian Foreign Minister said they expect a US response today; Brent -0.2%Iran was reported to have agreed to halt enrichment in exchange for easing US sanctions, although the Iranian Foreign Ministry spokesperson later denied these reports.US President Trump denied reports that he is...
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  EU Market Open: Crude edged higher; APAC stocks were mostly subdued; European equity futures indicate a flat/positive cash market open 29.09.2026 2min

  Iranian Foreign Minister Araghchi said Tehran discussed proposals with Qatari mediators to present to the US, and that a response is to be relayed to Tehran through Qatari mediators. Iranian Foreign Minister said they expect a US response today.Iran was reported to have agreed to halt enrichment in exchange for easing US sanctions, although the Iranian Foreign Ministry spokesperson later denied these reports.US President Trump denied reports that he is prepared to...
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  US Market Open: Iran's delegation reportedly has no plans for talks with the US; crude benchmarks gain, lifting yields 28.09.2026 1min

  US President Trump said he rejected a deal from Iran to open the Strait of Hormuz, while he stated Iran wants to make a deal in which they open the strait immediately. He expects talks with Iran to resume this week even though he rejected Iran’s latest proposal.Iran's delegation in New York has no plans for talks with the US, according to a source close to the delegation cited by IRNA; Brent +3.3%.European bourses were initially firmer but now off best levels; NQ...
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  EU Market Open: Trump rejects Iran deal but expects talks to resume this week; crude, yields and dollar rise 28.09.2026 2min

  US President Trump said he rejected a deal from Iran to open the Strait of Hormuz, while he stated Iran wants to make a deal in which they open the strait immediately.US President Trump said he expects talks with Iran to resume this week even though he rejected Iran’s latest proposal.Iran's delegation in New York has no plans for talks with the US, according to a source close to the delegation cited by IRNA.Crude futures were lifted at...
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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...