Newsquawk Rundown, Daily Podcast

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  EU Market Open: Crude pulls back while US assets tread water ahead of the FOMC 16.09.2026 2мин

  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 1мин

  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 1мин

  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 1мин

  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 2мин

  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...
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  US Market Open: Crude benchmarks slip on reports that Gulf Ministers plan to meet Iranian counterparts; DXY eyes US CPI 11.09.2026 1мин

  Gulf Foreign Ministers plan to meet with their Iranian counterpart in an effort by Oman and Iran to secure a deal on shipping through the Strait of Hormuz, according to FT.Saudi Crown Prince MBS called President Trump twice on Thursday, urging him to launch strikes against Houthis, but Trump declined.IEA OMR sees 2026 world oil demand falling more than prior due to the impasse in US-Iran talks.US equity futures are bid; Oracle shares gain...
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  EU Market Open: APAC stocks sold off whilst European and US futures stabilised; US CPI ahead 11.09.2026 2мин

  US President Trump told reporters that the Iran war could end before the election, and there is no chance the Iran war will last through the rest of his term.Saudi Crown Prince MBS called President Trump twice on Thursday, urging him to launch strikes against Houthis, but Trump declined.US senior official told Israel's Channel 13 that Iran is planning a "major attack" involving Israel due to the pressure it is under.Crude futures paused...
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  US Market Open: Crude benchmarks continue to rise beyond USD 100/bbl, USD eyes US PPI whilst EUR awaits the ECB 10.09.2026 2мин

  US President Trump said he thinks war with Iran will end immediately after the election and will do much more than a nuclear deal.US President Trump said he will give a 'Trump dividend' to every adult in the US of USD 5,000 if Republicans win the Midterm elections, while he added that the dividend must be spent in the US.US equity futures lack a clear direction as markets await US PPI.DXY rangebound; EUR waits for the ECB rate decision,...
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  EU Market Open: Trump suggests that the war will end immediately after the election; EUR awaits the ECB 10.09.2026 2мин

  US President Trump said he thinks war with Iran will end immediately after the election and will do much more than a nuclear deal.US President Trump said he will give a 'Trump dividend' to every adult in the US of USD 5,000 if Republicans win the Midterm elections, while he added that the dividend must be spent in the US.Crude futures took a breather after extending their gains yesterday alongside the current backdrop of escalating US/Iran and Saudi/Yemen...
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  US Market Open: US-Iran hostilities intensify, with Brent surging back above USD 100/bbl and weighing on US equity futures 09.09.2026 2мин

  US forces struck multiple Iranian tankers tied to the IRGC in response to more attempted missile attacks on a US Navy warship; Iran launched missiles at targets in response to US strikes on tankers, while it launched at least 20 missiles at bases in Jordan.IRGC had warned that oil tanker crews in Kuwaiti and Bahraini ports would be targeted in light of the US Army targeting several Iranian oil tankers.US equity futures are slightly softer; Google announces a EUR...
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  EU Market Open: Another round of hostilities between the US and Iran moves crude benchmarks higher; JPY continues to strengthen 09.09.2026 1мин

  US forces struck multiple Iranian tankers tied to the IRGC in response to more attempted missile attacks on a US Navy warship; Iran launched missiles at targets in response to US strikes on tankers, while it launched at least 20 missiles at bases in Jordan.IRGC had warned that oil tanker crews in Kuwaiti and Bahraini ports would be targeted in light of the US Army targeting several Iranian oil tankers.Crude futures extended recent gains, with upside facilitated...
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  US Market Open: Surging energy prices lift yields and weighs on US equity futures; Saudi said some energy operations were temporarily halted 08.09.2026 1мин

  Yemeni Houthis confirm that they hit a Saudi Aramco oil refinery and targeted an air base in retaliation for recent Saudi strikes.Canada’s retaliatory tariffs on US goods took effect as scheduled, while US President Trump called for a halt to US sales of Bombardier aircraft.US equity futures trade lower as participants return from holiday; Novartis suffers after key drug misses primary endpoints.USD helped by higher energy prices; JPY...
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  EU Market Open: USD/JPY briefly dipped below 153.00; European equity futures are indicative of a flat open 08.09.2026 2мин

  Iran warned that economic warfare will be met with a maritime exclusion zone from the Persian Gulf to the blockade perimeter, and said it has the ability to strike ships participating in the US blockade.Yemeni forces reportedly launched ballistic missile and drone attacks on targets in Saudi Arabia, including around Khamis Mushait, Abha airport and King Khalid Airbase.Canada’s retaliatory tariffs on US goods took effect as scheduled, while US President Trump...
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  EU Market Open: US-Iran conduct tit-for-tat strikes, lifting crude benchmarks; DXY flat in holiday-thinned conditions 07.09.2026 2мин

  US launched strikes against three Iranian crude oil tankers on Saturday, which destroyed one. A move in retaliation for the IRGC targeting US Navy warships with ballistic missiles. Iran’s navy also targeted three oil tankers that were travelling through unauthorised routes in the Strait of Hormuz.Iran's top security official Rezaei said Iran and Oman will sign agreed Strait of Hormuz passage maps in the coming days.APAC stocks traded mixed; European equity futures...
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  US Market Open: Yields muted, NQ and USD firmer into NFP report 04.09.2026 1мин

  Norway's sovereign wealth fund sent a letter to the finance ministry recommending the reduction of holdings of US Treasuries from 70% to 50%, according to FT.US equity futures mixed; Volkswagen benefits after the approval of cost-cutting plan.USD slightly firmer heading into the jobs report; JPY gives back some of Thursday's gains.Fixed income benchmarks muted; USTs unfazed following the FT report that Norway may reduce...
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  EU Market Open: USD/JPY recoups some losses and yields moderate into NFP report 04.09.2026 1мин

  Crude futures kept afloat but with gains limited following the previous day's two-way trade and with a lack of major new geopolitical developments.USD/JPY recouped some losses after sliding as the yen recently outperformed due to intervention risks and hawkish BoJ rate hike bets.Norway's USD 2.3tln sovereign wealth fund manager has proposed an overhaul of its government bond portfolio that could see it cut its holdings of US Treasuries by about USD 80bln, as it...
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  US Market Open: JPY rallies to the detriment of USD and yields a touch softer across the board into Fed's Waller 03.09.2026 1мин

  US President Trump said regarding Iran that the US is winning that one very big and controls the Hormuz Strait.Russian President Putin said that Russia and Ukraine should agree first and noted that there is an opportunity to reach a peace agreement.Global equities broadly firmer; Broadcom slips after Q4 revenue and margin outlooks missed estimates.DXY lower; JPY outperforms, CHF strengthens after hotter-than-expected...
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  EU Market Open: USD/JPY continues losses below 158 on BoJ hike bets; Fixed income continues rebound 03.09.2026 2мин

  US President Trump said the renewed campaign against Iran would not continue for too long and that oil prices would come down; Trump added the US was prepared to conduct another attack on Iran.US President Trump said he has very productive things to talk about with China President Xi, adding it "Will be very exciting and great".Crude futures lacked firm direction after marginally gaining in two-way trade yesterday amid somewhat mixed comments from US President...
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  US Market Open: Stocks primed for weaker open as Bond rout deepens; USD firms against all G10s bar JPY 02.09.2026 2мин

  US Central Command said forces successfully completed a wave of strikes against Iranian military targets on September 1st.IRGC said it targeted US bases in Iraq, with missiles and drones. Iran's army also launched drone attacks on the US base in Bahrain while the IRGC added that two tankers were blown up after striking mines in the Strait.Global equities continue to pull back, with NQ futures falling below 29k.USD firms against most...
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  EU Market Open: Bond rout continues as energy futures surge; NZD underperforms after RBNZ 02.09.2026 2мин

  US Central Command said forces successfully completed a wave of strikes against Iranian military targets on September 1st.IRGC said it targeted US bases in Iraq, with missiles and drones. Iran's army also launched drone attacks on the US base in Bahrain, while Kuwaiti air defences confronted attacks by hostile drones.Crude futures continued to rally after surging by at least 5% yesterday as the US and Iran exchanged a fresh wave of...