
Two World Bank numbers that have not yet been reconciled
The World Bank's 2026 outlook is circulating as a forecast of 23% commodity price growth and a 32% energy price rise, and the two figures have not been checked against the bank's own text.
Rates, commodities, and the animal spirits.

The World Bank's 2026 outlook is circulating as a forecast of 23% commodity price growth and a 32% energy price rise, and the two figures have not been checked against the bank's own text.





Talks in New York and a likely Trump-Xi meeting are set against an export surge, stable lending rates and a humanoid-robot IPO queue Beijing is now…
President Trump called President Zelensky on 20 September 2026 and, per Axios as carried by Telegram channels, urged him to halt strikes on Russian…

Captured X posts from the Polymarket account describe VP nominee odds and a Fed decision forecast, while captured Telegram posts dated 4 September…
Washington placed Golden Global Bank on the OFAC list over alleged IRGC transfers, an action the bank denies, while a Telegram channel relays a claim…
Parliament speaker Mohammad Bagher Ghalibaf said Iran's proportionate responses are over after US forces struck three Iranian crude carriers off…

Polestar cut its full-year delivery guidance on 3 September 2026 after Washington moved to bar a China-linked EV maker; the cut lands as Beijing…
The US Mint's $1 Trump coin enters circulation on 3 September 2026, the same
Treasury Secretary Scott Bessent told Fox News the world is in an "energy shock" partly driven by Ukrainian strikes on Russian refining, the same…
The Treasury Secretary says China has 30 million barrels of Iranian crude left on the water and that grounding Iranian airlines will choke off…

Oil settled more than $4 a barrel higher after renewed US-Iran fighting, sending Asian equities lower and pushing sovereign bond yields higher into…

Snowflake shares spiked about 22% in after-hours trading on 2 September 2026 after the data platform raised its full-year product revenue outlook,…
Chevron says it will spend $7bn over five years to roughly double Venezuelan crude output, on the same day a Polymarket contract put the odds of…

U.S. stock futures held steady in the small hours of 1 September 2026 as traders parsed a stack of Trump Iran headlines, including a Polymarket…
Iranian state media called it an interception. An OSINT account called it a missile strike. The available source items for the night of 31 August…
Shein priced into a Hong Kong debut on 1 September 2026, with wires reporting the opening print anywhere from flat to roughly 10% lower. The story is…

Japan's benchmark 10-year yield crossed 3% on Monday for the first time since the mid-1990s, dragging gilts and Treasuries with it as traders weighed…
Treasury Secretary Scott Bessent told reporters new US secondary sanctions

Iranian state media say the Cedar, a 2 million-barrel Saudi-flagged tanker, was disabled in Omani waters. The claim lands the same day wire reporting…
Air China, China Southern and China Eastern post heavy first-half losses on a fuel shock; BYD's share price falls even as overseas profit grows;…
Factory activity contracted for a second straight month in August while the country's three largest airlines booked heavy first-half losses, and new…
US forces struck two IRGC rocket launchers on Larak Island on 30 August 2026, the first such action in over a month. The IRGC has vowed retaliation…

Six months after US and Israeli strikes on Iran, the conflict has become a deeply unpopular stalemate. The political risk now extends beyond the…
On 27 August 2026, Anthropic shaped a listing that lets existing investors sell alongside new shares, then joined OpenAI, Google and roughly 100…

Six months into the Iran war, Reuters reports OPEC+ is ceding market sway