INDEX
1469 ENTRIES · UPDATED 2026.09.27
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Oil Surges as Saudi Pipeline Shutdown Brings Fresh Supply RiskOil surged as Saudi Arabia’s closure of a major crude pipeline following attacks jolted the market, with the move disrupting a route that’s been key to bypassing the Strait of Hormuz during the US-Iran war. Bloomberg's Rob Barnett joins to discuss.
2026.09.14518
Breakfast briefing: Markets demand rate rises to fight inflationIn the US a full +25 bps is now priced in for Thursday's US Fed review which would take their policy rate to 4.0%. In Japan, a full +25 bps is also priced in, taking theirs to 1.25%. If one or both don't deliver these rises where will be strong financial market reactions. And the
2026.09.14519
The Dollar into the FOMCI’m quite worried about this week. There’s all the uncertainty around oil prices after the attack on the East-West pipeline, which injects an element of unpredictability into how markets are going to move. I’m in the camp that the shock to global oil supply is small, as I outline
2026.09.14520
USD/JPY: Has Buy the Dip Turned into Sell the Rip?USD/JPY was my third top chart for this week and if we do see a continued sell-off in the pair, there could be consequences elsewhere. We caught a glimpse of this back in July of 2024, when a cascading USD/JPY with a carry trade unwinding hit many levered trades, such as tech sto
2026.09.14521
The U.S. economy faces mounting headwinds. Here are the biggest risks.The U.S. economy has remained resilient over the past two years despite a slowing labor market, trade wars and resurgent inflation, but economists are now warning that a convergence of new and lingering threats could test its strength. The "worry list is growing more worrisome,"
2026.09.14522
Carney pitches Canada to global investors amid US trade warFor decades, one of Canada’s biggest selling points to foreign investors was its access to the world’s largest economy next door. Prime Minister Mark Carney is now trying to sell something bigger — to bet on Canada itself. On Monday and Tuesday, hundreds of global investors will
2026.09.14523
Hot Core Inflation is Positioning The Bank of Canada Behind the Curve AgainCore inflation is on a tear in Canada and that continues to support a rate hike at the October meeting. These numbers are strongly suggesting that the Bank of Canada is behind the curve in fighting inflation. Again. All three of the main core inflation targets are running hotter
2026.09.14524
IRGC: Supertanker Algaya Engulfed in Flames After Reportedly Striking Naval Mine in Strait of HormuzIRGC Navy Command cited by IRNA: Supertanker Algaya Engulfed in Flames After Reportedly Striking Naval Mine South of Strait of Hormuz Algaya reportedly exploded after striking a naval mine while attempting to transit a restricted area south of the Strait of Hormuz Efforts to contain the fire were unsuccessful, leaving the tanker fully engulfed in flames.
2026.09.14525
Trump says he's lifting 10% tariff on Irish whiskey because 'everybody's been bugging me'President Donald Trump announced on Sunday at the close of a golf tournament in Ireland that he plans to remove a 10% tariff on Irish whiskey. Trump said during the trophy ceremony for the Irish Open that he had been asked about the issue by everyone, including Irish Prime Minist
2026.09.14526
US: 10-year Treasury yield climbs to 5% for the first time since 2023The 10-year Treasury yield (^TNX) climbed past the 5% threshold on Monday for the first time since October 2023. Meanwhile, the 30-year Treasury (^TYX) yield hovered at 5.38%. What's behind the move: Bond yields continued their ascent as Brent crude climbed to $108 a barrel, stok
2026.09.14527
USD/CAD Analysis: A Stronger U.S. Dollar Keeps Pressure on the CADRecent trading sessions have not been particularly favorable for the Canadian dollar. USD/CAD has now recorded four consecutive bullish sessions, accumulating gains of more than 1.00% in favor of the U.S. dollar. This move once again highlights a relevant bullish bias within the
2026.09.14528
Is the Risk-On Trade Breaking Down? w/ Andreas Steno & Mikkel RosenvoldAndreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out the Steno Nowcasting Dashboard for the latest signals on growth, inflation, ...
2026.09.14