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Oil drops 2.6% as Gulf exports hit a wartime high and Washington offers SPR barrels, but the 10-year Treasury yield climbs to about 5.29% while Iran waits on a formal US reply WED 30 SEP The 10-year Treasury yield hits 5.25% and stocks slide as Washington weighs its reply to Iran's revised Hormuz plan, with Brent back above $107 TUE 29 SEP Trump rejects Iran's seven-day Hormuz offer and oil jumps back above $106, but mediators line up fresh talks within days MON 28 SEP Iran's seven-day Hormuz offer knocks oil lower and lifts stocks to a weekly gain, but the 10-year Treasury yield touches 5.23% SAT 26 SEP Reports of a phased US-Iran deal to reopen Hormuz pull stocks back to flat, even as Houthi missiles send Brent toward $108 and the 10-year holds above 5.1% FRI 25 SEP The 10-year Treasury yield breaks above 5.1% for the first time since 2007 as hot PMIs, rebounding oil and a hawkish Fed governor lift October hike odds THU 24 SEP US and Iran hold mediated talks at the UN as Tehran offers to reopen Hormuz within a week, sending Brent to a two-week low WED 23 SEP US and China open pre-summit trade talks in New York as futures rise despite the first-ever Houthi missile fired at Riyadh MON 21 SEP Weekly Markets Report — 14–20 September 2026 14-20 SEP Fed delivers its first hike since 2023 as Warsh's hawkish press conference rattles stocks, with the BOJ set to follow tomorrow THU 17 SEP Fed's Kevin Warsh delivers his first rate decision this afternoon as the 10-year holds above 5% and Saudi Aramco starts cancelling European crude cargoes WED 16 SEP 10-year Treasury tops 5% for the first time since 2007 as the Fed's two-day meeting opens and the Hormuz diplomatic track collapses TUE 15 SEP Houthis seize Yemen's Red Sea coast as Saudi Arabia shuts its Hormuz-bypass pipeline, opening a second energy chokepoint MON 14 SEP Weekly Markets Report — 7–13 September 2026 7-13 SEP Kyiv ceasefire lapses on schedule as Russia strikes overnight; Iran adds an "exclusion zone" even as an Oman shipping corridor nears completion TUE 8 SEP Kyiv talks break up without a deal as fighting grinds on; Iran tightens its grip on Hormuz MON 7 SEP Weekly Markets Report — 31 August – 6 September 2026 31 AUG-6 SEP Two fronts move in opposite directions — Washington escalates against Iran's tankers while its envoys push Ukraine toward peace SUN 6 SEP Jobs blow past forecasts, killing near-term rate-cut hopes just as the ECB gets set to hike SAT 5 SEP Jobs day arrives with the Fed on a knife-edge, and the Iran war keeps widening FRI 4 SEP Oil back above $95, tanker traffic through Hormuz collapsing THU 3 SEP Bond markets, not equities, are driving the story WED 2 SEP US-Iran fighting flares again, oil and rate-hike fears back on the table TUE 1 SEP Weekly Markets Report — 24–30 August 2026 24-30 AUG