> RUSSIAN OIL PREMIUMS SURGE AS MIDDLE EAST SUPPLY TIGHTENS
RUSSIAN URALS CRUDE PREMIUMS IN INDIA JUMPED TO $8/BARREL OVER BRENT, UP FROM AROUND $1 IN AUGUST AND THE HIGHEST SINCE MAY.
MIDDLE EAST SUPPLY DISRUPTIONS ARE PUSHING INDIAN AND CHINESE REFINERS TOWARD RUSSIAN BARRELS, WHILE NOVOROSSIYSK EXPORTS REMAIN CONSTRAINED.
MARKET ANGLE: SHRINKING ALTERNATIVE SUPPLIES ARE DRAMATICALLY STRENGTHENING RUSSIA’S PRICING POWER IN ASIA.
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RUSSIAN URALS CRUDE PREMIUMS IN INDIA JUMPED TO $8/BARREL OVER BRENT, UP FROM AROUND $1 IN AUGUST AND THE HIGHEST SINCE MAY.
MIDDLE EAST SUPPLY DISRUPTIONS ARE PUSHING INDIAN AND CHINESE REFINERS TOWARD RUSSIAN BARRELS, WHILE NOVOROSSIYSK EXPORTS REMAIN CONSTRAINED.
MARKET ANGLE: SHRINKING ALTERNATIVE SUPPLIES ARE DRAMATICALLY STRENGTHENING RUSSIA’S PRICING POWER IN ASIA.
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> BESSENT: FOR A NOMINAL AMOUNT, THE U.S. TREASURY WAS ABLE TO SIGNAL SUPPORT FOR JAPANESE POLICIES
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> U.S., GULF STATES EXPAND HORMUZ TANKER TRANSITS
THE U.S. MILITARY AND GULF COUNTRIES HAVE BEGUN CONDUCTING DAYTIME TANKER TRANSITS THROUGH THE STRAIT OF HORMUZ, ACCORDING TO A U.S. OFFICIAL CITED BY AXIOS.
PREVIOUSLY, ESCORTED TRANSITS HAD REPORTEDLY BEEN LIMITED MAINLY TO NIGHTTIME OPERATIONS.
MARKET ANGLE: EXPANDED DAYTIME CROSSINGS COULD IMPROVE SHIPPING FLOWS AND EASE SOME OF THE GEOPOLITICAL RISK PREMIUM EMBEDDED IN OIL PRICES.
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THE U.S. MILITARY AND GULF COUNTRIES HAVE BEGUN CONDUCTING DAYTIME TANKER TRANSITS THROUGH THE STRAIT OF HORMUZ, ACCORDING TO A U.S. OFFICIAL CITED BY AXIOS.
PREVIOUSLY, ESCORTED TRANSITS HAD REPORTEDLY BEEN LIMITED MAINLY TO NIGHTTIME OPERATIONS.
MARKET ANGLE: EXPANDED DAYTIME CROSSINGS COULD IMPROVE SHIPPING FLOWS AND EASE SOME OF THE GEOPOLITICAL RISK PREMIUM EMBEDDED IN OIL PRICES.
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> BESSENT: THE NEED TO ADDRESS DEFICIT IS ONE FACTOR AFFECTING 10-YEAR TREASURY BOND YIELD
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> JUST IN: 🇺🇸 SENATOR LUMMIS SAYS IF THE CRYPTO CLARITY ACT FAILS TODAY, "WE'RE DONE, IT'S OVER."
"IT'S NOW OR NEVER."
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"IT'S NOW OR NEVER."
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> U.S. CONFIRMS WEAPONS IN ORBIT
THE PENTAGON HAS MADE ITS STRONGEST ACKNOWLEDGMENT YET THAT THE U.S. POSSESSES WEAPONS IN SPACE, WITH AIR FORCE SECRETARY TROY MEINK CONFIRMING ORBITAL SYSTEMS CAPABLE OF DEFENDING U.S. FORCES.
SPACE COMMAND CALLED THE DISCLOSURE A “LANDMARK” DETERRENCE MOMENT AMID RISING TENSIONS WITH CHINA AND RUSSIA.
THE U.S. ALSO RECENTLY CONDUCTED ITS LARGEST-EVER ORBITAL MILITARY EXERCISE, INVOLVING MULTIPLE SATELLITES AND INTERNATIONAL PARTNERS.
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THE PENTAGON HAS MADE ITS STRONGEST ACKNOWLEDGMENT YET THAT THE U.S. POSSESSES WEAPONS IN SPACE, WITH AIR FORCE SECRETARY TROY MEINK CONFIRMING ORBITAL SYSTEMS CAPABLE OF DEFENDING U.S. FORCES.
SPACE COMMAND CALLED THE DISCLOSURE A “LANDMARK” DETERRENCE MOMENT AMID RISING TENSIONS WITH CHINA AND RUSSIA.
THE U.S. ALSO RECENTLY CONDUCTED ITS LARGEST-EVER ORBITAL MILITARY EXERCISE, INVOLVING MULTIPLE SATELLITES AND INTERNATIONAL PARTNERS.
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> FRANCE BACKS KNOT FOR ECB PRESIDENT
FRANCE WOULD SUPPORT FORMER DUTCH CENTRAL-BANK CHIEF KLAAS KNOT TO SUCCEED CHRISTINE LAGARDE AS ECB PRESIDENT, PROVIDED A FRENCH CANDIDATE RECEIVES THE POWERFUL CHIEF ECONOMIST ROLE, REUTERS REPORTS.
THE PROPOSAL REPORTEDLY HAS MACRON’S BACKING, WITH PABLO HERNÁNDEZ DE COS SEEN AS KNOT’S MAIN RIVAL.
MARKET ANGLE: GERMANY IS EXPECTED TO RESIST THE DEAL, SETTING UP A MAJOR BATTLE OVER THE ECB’S FUTURE POLICY DIRECTION.
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FRANCE WOULD SUPPORT FORMER DUTCH CENTRAL-BANK CHIEF KLAAS KNOT TO SUCCEED CHRISTINE LAGARDE AS ECB PRESIDENT, PROVIDED A FRENCH CANDIDATE RECEIVES THE POWERFUL CHIEF ECONOMIST ROLE, REUTERS REPORTS.
THE PROPOSAL REPORTEDLY HAS MACRON’S BACKING, WITH PABLO HERNÁNDEZ DE COS SEEN AS KNOT’S MAIN RIVAL.
MARKET ANGLE: GERMANY IS EXPECTED TO RESIST THE DEAL, SETTING UP A MAJOR BATTLE OVER THE ECB’S FUTURE POLICY DIRECTION.
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> SAUDI OIL PIPELINE COULD RESTART WITHIN DAYS
SAUDI ARABIA’S CRITICAL EAST‑WEST PIPELINE COULD RESUME CRUDE FLOWS WITHIN DAYS, ACCORDING TO U.S. ENERGY SECRETARY CHRIS WRIGHT.
THE PIPELINE HAD BEEN MOVING 4–5 MILLION BARRELS PER DAY, ROUGHLY 4–5 % OF GLOBAL SUPPLY, BEFORE ATTACKS FORCED ITS SHUTDOWN.
MARKET ANGLE: A RAPID RESTART COULD EASE SUPPLY FEARS AND REMOVE SOME OF THE GEOPOLITICAL RISK PREMIUM SUPPORTING OIL PRICES.
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SAUDI ARABIA’S CRITICAL EAST‑WEST PIPELINE COULD RESUME CRUDE FLOWS WITHIN DAYS, ACCORDING TO U.S. ENERGY SECRETARY CHRIS WRIGHT.
THE PIPELINE HAD BEEN MOVING 4–5 MILLION BARRELS PER DAY, ROUGHLY 4–5 % OF GLOBAL SUPPLY, BEFORE ATTACKS FORCED ITS SHUTDOWN.
MARKET ANGLE: A RAPID RESTART COULD EASE SUPPLY FEARS AND REMOVE SOME OF THE GEOPOLITICAL RISK PREMIUM SUPPORTING OIL PRICES.
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> IRAN CLAIMS HUNDREDS OF U.S. MILITARY SITES HIT
IRAN’S FOREIGN MINISTER REJECTED CLAIMS THAT IRAN IS DEFENSELESS, ASSERTING THAT HUNDREDS OF U.S. MILITARY SITES HAVE BEEN DESTROYED AND DOZENS OF AIRCRAFT DAMAGED.
HE CLAIMED THE FIGURES WERE BASED ON PENTAGON INFORMATION AND SAID TEHRAN WILL DISCLOSE ADDITIONAL DETAILS “IN DUE COURSE.”
THE CLAIMS WERE NOT INDEPENDENTLY VERIFIED IN THE STATEMENT PROVIDED.
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IRAN’S FOREIGN MINISTER REJECTED CLAIMS THAT IRAN IS DEFENSELESS, ASSERTING THAT HUNDREDS OF U.S. MILITARY SITES HAVE BEEN DESTROYED AND DOZENS OF AIRCRAFT DAMAGED.
HE CLAIMED THE FIGURES WERE BASED ON PENTAGON INFORMATION AND SAID TEHRAN WILL DISCLOSE ADDITIONAL DETAILS “IN DUE COURSE.”
THE CLAIMS WERE NOT INDEPENDENTLY VERIFIED IN THE STATEMENT PROVIDED.
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> COINSHARES ESTIMATES THAT AI COMPUTE GENERATES ABOUT $1.5 MILLION IN ANNUALIZED PROFIT PER MW FOR BITCOIN MINERS, ROUGHLY THREE TIMES THE $0.5 MILLION PER MW GENERATED BY TRADITIONAL MINING, HELPING DRIVE LISTED MINERS TO REDIRECT POWER AND DATA CENTER CAPACITY TOWARD AI AND HPC. COMPANIES WITH CONTRACTED AI OR HPC CAPACITY TRADE AT AN AVERAGE 12.9× EV/NTM SALES, COMPARED WITH 3.7× FOR CONTINUING MINERS WITHOUT CONTRACTS. MORE THAN 4 GW OF CAPACITY HAS BEEN CONTRACTED ACROSS THE COMPANIES COVERED, BUT ONLY ABOUT 550 MW IS CURRENTLY BILLING, LEAVING FUTURE VALUATIONS DEPENDENT ON HOW QUICKLY CONTRACTED CAPACITY CONVERTS INTO REVENUE. — LINK
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> WALL STREET NOW OVERWHELMINGLY EXPECTS THE FED TO HIKE RATES THIS WEEK, WITH MOST MAJOR BANKS FORECASTING ANOTHER INCREASE BEFORE YEAR-END
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> ROBINHOOD EMPLOYEES CHARGED WITH COMMODITIES FRAUD FOR INSIDER TRADING ON HYPERLIQUID — LINK
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> TWO ROBINHOOD ENGINEERS WERE CHARGED IN A CRYPTO INSIDER TRADING SCHEME AFTER ALLEGEDLY TRADING HYPERLIQUID PERPETUALS AHEAD OF TOKEN LISTINGS | PER DOJ
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> CRUDE OIL TOPS $106, HITS FOUR-MONTH HIGH
ACCORDING TO TRADING ECONOMICS MARKET DATA, CRUDE OIL PRICES ROSE ABOVE $106 PER BARREL ON SEPTEMBER 15, 2026, U.S. EASTERN TIME, REACHING A FOUR-MONTH HIGH. THE MOVE WAS DRIVEN BY TIGHTER MIDDLE EAST SUPPLY, WITH SAUDI ARABIA SHUTTING THE EAST-WEST PIPELINE, AFFECTING THE TRANSPORT OF 7 MILLION BARRELS OF CRUDE PER DAY, WHILE PROTESTS ALSO HALTED OPERATIONS AT SEVERAL LIBYAN OIL FIELDS. IN ADDITION, CHINA DREW DOWN OIL INVENTORIES AND INCREASED ORDERS IN AUGUST. — LINK
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ACCORDING TO TRADING ECONOMICS MARKET DATA, CRUDE OIL PRICES ROSE ABOVE $106 PER BARREL ON SEPTEMBER 15, 2026, U.S. EASTERN TIME, REACHING A FOUR-MONTH HIGH. THE MOVE WAS DRIVEN BY TIGHTER MIDDLE EAST SUPPLY, WITH SAUDI ARABIA SHUTTING THE EAST-WEST PIPELINE, AFFECTING THE TRANSPORT OF 7 MILLION BARRELS OF CRUDE PER DAY, WHILE PROTESTS ALSO HALTED OPERATIONS AT SEVERAL LIBYAN OIL FIELDS. IN ADDITION, CHINA DREW DOWN OIL INVENTORIES AND INCREASED ORDERS IN AUGUST. — LINK
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> U.S. 20-YEAR TREASURY YIELD HITS 5.42%
THE TREASURY’S $13 BILLION 20-YEAR BOND AUCTION CLEARED AT A HIGH YIELD OF 5.420%, HIGHLIGHTING ELEVATED LONG-TERM BORROWING COSTS.
DEMAND REMAINED SOLID, WITH A 2.57 BID-TO-COVER RATIO, WHILE INDIRECT BIDDERS TOOK ROUGHLY $6.8 BILLION.
MARKET ANGLE: PERSISTENTLY HIGH LONG-TERM YIELDS REMAIN A MAJOR HEADWIND FOR EQUITIES, HOUSING AND BROADER FINANCIAL CONDITIONS.
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THE TREASURY’S $13 BILLION 20-YEAR BOND AUCTION CLEARED AT A HIGH YIELD OF 5.420%, HIGHLIGHTING ELEVATED LONG-TERM BORROWING COSTS.
DEMAND REMAINED SOLID, WITH A 2.57 BID-TO-COVER RATIO, WHILE INDIRECT BIDDERS TOOK ROUGHLY $6.8 BILLION.
MARKET ANGLE: PERSISTENTLY HIGH LONG-TERM YIELDS REMAIN A MAJOR HEADWIND FOR EQUITIES, HOUSING AND BROADER FINANCIAL CONDITIONS.
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> CBO SAYS THE WAR IN IRAN COST THE U.S. $38 BLN IN THE FIRST FIVE MONTHS, ADDING THAT ITS ANNUAL PCE INFLATION PROJECTION IS NOW 0.5 PERCENTAGE POINT HIGHER FOR Q1 2027
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