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A Reuters poll of analysts has revised higher its 2026 average crude price outlook after factoring in prolonged disruption to Gulf exports, falling inventories, and anticipated stronger Chinese crude buying once domestic
Crude exports from the Gulf region recovered to 80% of pre-war levels in September. Saudi Arabia resumed East-West pipeline shipments while Hormuz transits accelerated, according to shipping data. The increase in Middle
The US Bureau of Economic Analysis reported that the core PCE price index rose 0.2% m/m in August, bringing the annual rate to 3.0%, down from prior revised levels and below consensus expectations of 3.3%. Headline PCE i
Japan’s Nikkei 225 surged nearly 2% to around 66,754, driven by strength in semiconductor stocks and reduced near-term Fed rate hike expectations following comments from New York Fed President Williams. South Korea’s KOS
OpenAI's annualized recurring revenue has approached $70 billion, marking an increase of over 70% since the beginning of Q3. Enterprise sales have more than doubled since July, while Q3 consumer revenue alone surpassed t
Micron Technology is set to release its fiscal Q4 2026 earnings after market close, with analysts anticipating continued strength in AI-driven memory demand. The print and forward guidance are seen as an important barome
Micron is set to report fiscal Q4 2026 results after market close on September 30. The company has guided for approximately $50B in revenue within a ±$1B range, an 86% gross margin, and roughly $31 non-GAAP EPS within a
US core PCE price index for August, the Fed's preferred inflation gauge, is scheduled for release on Sept 30. Consensus expects 0.3% m/m and 3.3% y/y, still well above the 2% target. Recent Fed comments including from Go
South Korea's KOSPI declined 0.48% to close at 6,838.04, marking its third straight day of losses. The drop was driven by surging US Treasury yields, with the 30-year yield climbing to 5.62%, its highest level since 2002
Key OPEC+ members led by Saudi Arabia and Russia are expected to keep crude production quotas unchanged for November at their meeting this weekend. The group is set to ratify the existing roadmap after completing the rev
Japan's Nikkei 225 climbed more than 2% to around 66,850 on Sept 30 after reduced Fed rate-hike expectations eased pressure on equities. In contrast, South Korea's KOSPI dropped 0.48% to 6,838, extending losses for a thi
The Conference Board's consumer confidence index dropped for the fifth consecutive month to 81.9 in September, down from a revised 88.6 in August and well below the expected 89. This marks the weakest reading since 2014.
Japan's Nikkei 225 gained around 1.3% to close near 66,320, outperforming regional peers. South Korea's KOSPI declined 0.27% to 6,870.81, pressured by inflation concerns, higher oil prices and rising US Treasury yields.
Copper prices steadied after a 1.4% drop on the LME, with benchmark three-month copper holding at $14,394 per tonne. A strong dollar, elevated oil prices and weak Chinese demand data weighed on sentiment, offsetting the
Gold prices steadied around $4,180 per ounce but have lost about 6% in September as expectations of higher US interest rates weighed on sentiment, with investors awaiting PCE inflation data for clues on Federal Reserve p
President Trump met with top executives from Nvidia, AMD, Meta, Microsoft, OpenAI, Amazon, Google, Palantir and other firms at the White House to discuss accelerating AI development, establishing safety standards, data c
Japan's Nikkei 225 rose about 1.8% on September 29 while South Korea's KOSPI declined 0.27% to 6,870.81. Regional markets reacted to elevated US Treasury yields, higher oil prices from Middle East tensions, and ongoing i
PulseLink Systems filed a lawsuit in Texas federal court accusing Nvidia of willfully infringing five patents related to data-center networking products and underlying technology. The complaint states that Nvidia was for
Japan's Nikkei 225 closed at 66,520.68, up 1.59% on Sep 30, while South Korea's KOSPI ended at 6,870.81, down 0.27% on Sep 29. The divergent moves occurred against a backdrop of elevated US Treasury yields, oil price swi
The IEA reported global oil supply is projected to fall by 5.7 mb/d to 100.7 mb/d in 2026, with Middle East production losses and a deferred recovery until 2027. OPEC output dropped sharply in August with Saudi productio
President Trump hosted CEOs and top executives from Nvidia, AMD, Meta, Microsoft, Amazon, Palantir, OpenAI, Anthropic, Broadcom, Alphabet, Tesla and others at a White House luncheon. The meeting focused on AI policy, sel
US Bureau of Labor Statistics data released Tuesday showed job openings fell 256,000 to 7.079 million in August, undershooting consensus forecasts of 7.225 million. Layoffs stayed contained at 1.641 million. The softer l
The US Department of Energy is offering to loan up to 40 million barrels of crude from the Strategic Petroleum Reserve. The move completes the US share of a March coordinated release agreement with roughly 30 IEA member
U.S. job openings fell 256,000 to 7.079 million in August, undershooting economist forecasts. The decline coincides with consumer confidence sliding to its weakest level since 2014. Fed officials indicated that additiona
The 10-year US Treasury yield climbed to its highest level since 2007 near 5.3%, while the 30-year yield reached levels last seen in 2002. The move is adding pressure on equities and contributing to mixed stock performan
The SEC has issued formal guidance and a five-year exemption that permits tokenized versions of U.S. equities to be traded on approved platforms. The move removes a major regulatory hurdle for on-chain equity products an
The 10-year U.S. Treasury yield climbed to around 5.24-5.25%, marking its highest level since 2007. Rising oil prices combined with stronger-than-expected economic data are driving expectations of sticky inflation, just
Bitcoin traded around $83,000 with modest daily declines as rising US Treasury yields and expectations of further Federal Reserve rate hikes pressured risk assets. Strong Bitcoin ETF inflows provided some support despite
US spot Bitcoin ETFs recorded $31 million in net inflows on the latest reported day, extending an eight-session winning streak and bringing the total inflows over the past week to more than $2.4 billion. Ether ETFs saw $
The U.S. core PCE inflation print for August lands Wednesday with consensus expecting a steady 3.3% year-over-year reading, offering limited relief from levels still well above the Fed’s 2% target. Officials have already
Bitcoin traded around $84,000 as spot Bitcoin ETFs recorded inflows for eight consecutive sessions totaling approximately $3 billion. The 10-year U.S. Treasury yield remained near multi-year highs around 5.2-5.3%, while
Goldman Sachs has made its approximately $105 billion Treasury fund available to qualified U.S. crypto firms through the Lynq settlement network. The move lets crypto participants earn yields on cash balances held betwee
Bitcoin traded around $84,000 with modest gains while U.S. 30-year Treasury yields climbed to levels not seen in nearly two decades. Persistent inflation concerns, mixed U.S.-Iran signals, and oil prices above $105 per b
Markets now price roughly a 50-51% chance of a Federal Reserve rate hike in October, down from 70-75% previously, following New York Fed President John Williams' statement of "no rush to act" on inflation. Traders still
Strategy purchased an additional 1,665 BTC at an average price of $85,681, deploying $142.7 million and bringing its total Bitcoin holdings to 847,666 BTC. The acquisition completely offsets the BTC it sold earlier in th
Bitcoin traded around $84,394, up 1% in the past 24 hours, while Ether reached $2,731, up 1.5%. The 30-year U.S. Treasury yield closed at 5.56% and the 10-year at 5.24%, their highest levels in years, pressuring risk ass
Bitcoin pulled back from recent highs near $87,000 and is now trading in the $83,000-$84,000 range. The move coincides with U.S. Treasury yields climbing to multi-year highs while markets increase bets on additional Fede
Bitcoin traded just above $83,100 as Brent crude rose over 1% toward $107 per barrel and the 10-year Treasury yield climbed to levels last seen in 2007. The moves boosted expectations for Fed rate hikes ahead of upcoming
Bitcoin climbed back above $84,000 after recording roughly $31 million in net inflows into U.S. spot Bitcoin ETFs on Monday. Ether outperformed among major assets with gains around 2%, while Treasury yields remained near
Bitcoin traded around $83,000-$84,000 as US Treasury yields remained elevated near multi-year highs, oil prices surged above $100, and cooling ETF inflows followed a strong prior week. The asset is consolidating in a nar
