Newsquawk Rundown, Daily Podcast

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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 1мин

  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 1мин

  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 2мин

  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 2мин

  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 1мин

  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 1мин

  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 1мин

  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 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...