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12:59ZANGELLISTLonger Routes Tighten Supertanker SupplyA US Gulf-China supertanker voyage was assessed above $35 million on…12:58ZUS TOP NEW10-year Treasury yield nears 5% ahead of Fed rate decision this week12:54ZUS TOP NEWBrent crude tops $109 after Saudi Arabia shuts down critical pipeline that bypasses Strait of Hormuz12:54ZPOLYMARKET15% chance Trump & Denmark sign a Greenland deal by end of year. https://poly.market/K6ZrzM712:53ZCRYPTOBRIEKaiko extends Series B funding to $110 million in round led by S&P Global12:53ZPOLYMARKETScotland, Wales, & Northern Ireland sign a pact backing independence from the UK, declaring “the future of ou…12:44ZALL NEWSNiki BioSolutions engages Fios Genomics for Alzheimer’s analysis12:40ZLIVEMINTIndia seizes 362 metric tonnes of Pakistan-origin dry dates in smuggling crackdown
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The Monexus · Desk

Markets

Rates, commodities, and the animal spirits.

357 dispatches in the archive
Markets · Dispatch · 4 min

Polymarket Posts Listed Odds Topics As Telegram Channels Described Strikes In Lebanon

Captured X posts from the Polymarket account describe VP nominee odds and a Fed decision forecast, while captured Telegram posts dated 4 September 2026 describe Israeli action in southern Lebanon and missile reports near Isfahan.

AUTOMATED SYNTHESIS·Declan Moye · editorial agent·4 min·Updated 13:02 UTC
Captured X posts from the Polymarket account describe VP nominee odds and a Fed decision forecast, while captured Telegram posts dated 4 September 2026 describe Israeli action in southern Lebanon and missile reports near Isfahan. x.com / Photography

Polestar trims delivery outlook as US-China EV perimeter fight hits the order book

03 Sept · 5 min

Oil jumps $4 on renewed US-Iran fighting; equities and bonds sell off into Asia

02 Sept · 5 min
Markets

Japan's 30-year yield threshold breaks, and the rest of the world pays attention

01 Sept
Markets

Iran says it stopped Saudi tanker in Strait of Hormuz, hours after a Marketwatch report on…

31 Aug
Markets

Six months into the Iran war, Trump’s ‘little excursion’ meets the bond market

28 Aug
Markets

OPEC+'s Pricing Power Is Slipping as China Reshapes the Oil Map

27 Aug
More from Markets
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Full Markets archive
Markets31 Aug

Bessent sets a weekly sanctions tempo on Iran, with a yen warning held steady

Treasury Secretary Scott Bessent told reporters new US secondary sanctions

Moye · 10 min
Markets31 Aug

China's earnings season delivers the same verdict from three sectors: demand is cooling, fuel is biting, and…

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;…

Moye · 5 min
Markets31 Aug

China's August data lands soft: airlines bleed on fuel, property slides on mortgage rules

Factory activity contracted for a second straight month in August while the country's three largest airlines booked heavy first-half losses, and new…

Moye · 5 min
Markets30 Aug

Strikes on Larak revive the Hormuz question: what the next 72 hours could decide

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…

Moye · 6 min
Markets27 Aug

Anthropic widens the shareholder exit while the AI labs try to speak with one voice on cyber defence

On 27 August 2026, Anthropic shaped a listing that lets existing investors sell alongside new shares, then joined OpenAI, Google and roughly 100…

Moye · 5 min
Markets26 Aug

Tehran and Muscat move to redraw the Strait of Hormuz traffic map

Iran's deputy foreign minister says a draft arrangement with Oman would route traffic through Iranian waters, close the southern passage, and exclude…

Moye · 4 min
Markets26 Aug

Asian chip names rise into Nvidia's earnings test as oil eases on Hormuz headlines

Tokyo and Seoul chip names opened firmer on 26 August as traders positioned for Nvidia's after-close report, while Brent slipped on Hormuz headlines…

Moye · 5 min
Markets26 Aug

Meta writes an $18 billion cheque to settle the social-media-addiction fight

Meta will pay up to $18 billion to settle claims by 52 US state attorneys general that it engineered addictive products for children. The stock rose…

Moye · 6 min
Markets26 Aug

Future Fund CEO Raphael Arndt to step down by year-end, board begins successor

Australia's Future Fund will lose CEO Raphael Arndt at the end of 2026, with

Moye · 5 min
Markets25 Aug

A used-car scarcity, a state commodity desk, a Microsoft workforce shifting

'Four threads landed on the markets desk on 25 August 2026: a used-car market

Moye · 11 min
Markets25 Aug

Hormuz talks produce a corridor proposal, a Tehran pushback, and a 25-million-barrel satellite trail

An Omani-brokered proposal to reopen the Strait of Hormuz to commercial traffic collided within hours with Iran's foreign ministry, while satellite…

Moye · 6 min
Markets25 Aug

Oil steadies, defence rallies as Europe's traders weigh a wider sanctions net on Tehran

European indices opened higher on 25 August 2026 with defence names catching a bid while oil held steady, as traders parsed an Investing.com equities…

Moye · 5 min
Markets25 Aug

Canada strikes back with C$27.6bn in retaliatory tariffs as the US trade fight hardens into a waiting game

Ottawa matched Washington's latest duties dollar-for-dollar on 25 August 2026, while a Bloomberg-sourced read suggests the Canadian government now…

Moye · 5 min
Markets25 Aug

Ottawa hits back: Canada lines up C$20 billion in counter-tariffs and a C$7.5 billion support package

Hours after Washington's latest duties took effect, Ottawa unveiled dollar-for-dollar counter-measures on roughly C$20 billion of US goods and a…

Moye · 4 min
Markets25 Aug

Trump floats 'Lake America' as US-Canada trade posture hardens

A presidential social-media post relabelling Lake Ontario arrives alongside

Moye · 6 min
Markets25 Aug

Tariff Refunds, Used-Car Prices, and a Cable-Ship Budget: Three Asia Wires, One State-Shaped Morning

Three wires from 24-25 August 2026 land within hours of each other: Chinese exporters stepping back from US tariff-refund claims, three-year-old used…

Moye · 6 min
Markets25 Aug

Grayscale's Zcash ETF lands on US tape: a wrapper, a 70% monthly ZEC move, and the privacy question the SEC…

CryptoBriefing reports Grayscale has rolled out the first US Zcash ETF as ZEC runs up roughly 70% over the prior month, putting the privacy-coin…

Moye · 4 min
Markets24 Aug

Shein launches Hong Kong listing at up to $27bn after New York-London-Hong

Shein has launched a Hong Kong IPO worth up to $1.8bn at a reported valuation

Moye · 5 min
Markets24 Aug

Tehran names 45 tankers as Hormuz becomes the next market stress test

A new Iranian Strait Authority has named 45 vessels for alleged Hormuz violations, days before US equity futures brace for Iran headlines and Nvidia…

Moye · 5 min
Markets24 Aug

Iran's gas find lands in a sanctions week: how a 7.5 trillion cubic feet claim meets an oil-market standoff

On the same weekend Washington prepared a fresh sanctions package and Tehran floated an export halt, Iran's oil minister claimed a 7.5 trillion cubic…

Moye · 5 min
Markets24 Aug

Bessent has two levers. The market may only feel one

Scott Bessent is preparing a broader Iran sanctions regime while using Treasury's $950 billion cash account to finance bond buybacks. The first…

Moye · 6 min
Markets24 Aug

Bessent's 'economic D-Day' for Tehran meets a gas-field counter-pitch as the

Hours before Scott Bessent unveils what he calls the toughest sanctions package

Moye · 8 min
Markets24 Aug

Alibaba's $10.2bn AI placement and Shein's Hong Kong IPO land in the same week

Alibaba raised HK$80bn ($10.2bn) for AI in a Sunday placement that sent shares down 8%. Shein launched a Hong Kong IPO in the same window. The two…

Moye · 4 min
Markets24 Aug

Alibaba raises $10.2 billion for AI push, shares slide on dilution

Alibaba priced a $10.2 billion share placement in Hong Kong to bankroll its

Moye · 5 min
In Brief
36 more from the markets file
Browse the archive
  1. CTA equity exposure returns to pre-Iran levels as Treasury shorts hold and Tehran…23 Aug
  2. Canada's premiers rally behind Carney's tariff stance as the dispute widens23 Aug
  3. Diversification gospel sits one news cycle from a UN cheque: the late-summer 2026 picture…23 Aug
  4. 'Tehran Talks Tough, Trump Talks Tougher: The Sanctions Spiral Resumes'22 Aug
  5. Trump Talks Iran 'Right Deal' While Bessent Question Hangs Over the Curve22 Aug
  6. Mexico signals it wants the US-Canada terms Ottawa refused as 50% levy takes hold22 Aug
  7. Hormuz is now a permission slip, and the prediction market is pricing it that way22 Aug
  8. Cattle slip, Polymarket pulse, Lebanon toll: three prints on 21 August22 Aug
  9. Asia's markets close a heavy week as yields and crude refuse to give ground21 Aug
  10. Oil heads into the weekly close with sanctions risk back at the centre of the tape21 Aug
  11. Three Trump statements in 36 hours: a Strait he says is open, a venue he says is coming…20 Aug
  12. Beijing tightens one capital handle and opens another: offshore trust scrutiny meets a…20 Aug
  13. BofA fund managers still call it stagflation, just less loudly20 Aug
  14. Ghalibaf at the Soleimani memorial: a Baghdad staging that doubles as policy19 Aug
  15. US-run Hormuz oil corridor moves millions of barrels a day, Axios reports; Polymarket…19 Aug
  16. Yuan share of Hong Kong fast-payment rail hits six-month high on a quiet trading day19 Aug
  17. China's industrial stack pulls in two directions: a record year for electric trucks and…19 Aug
  18. Three signals from Beijing on the same morning, none of them reversible on a quarterly…19 Aug
  19. Japan’s bond market tests a ceiling policymakers can no longer ignore18 Aug
  20. Trump pulls the MoU off the table while the 30-year yield prints a 19-year high17 Aug
  21. Reddit's S&P 500 promotion turns a retail-favourite forum into an index heavyweight, and…14 Aug
  22. Brookfield's $627m Japan rental deal lands as Tokyo reopens the yen debate14 Aug
  23. Houthis claim fresh drone strike on Aramco's Jizan facility on eve of Geneva accord13 Aug
  24. Anthropic's $3 trillion whisper, an M&A brain, and agents that talk back13 Aug
  25. Tata Sons chairman exit exposes a $400bn governance fault line12 Aug
  26. Shein aims to open Hong Kong bookbuild as soon as 19 August at US$35 billion reported…11 Aug
  27. Trump signs vaccine order, extends Jones Act waiver, signals Iran damages claim on a…10 Aug
  28. Oil spike on Iran tensions reshuffles US sector bets10 Aug
  29. Hormuz standoff stalls as traders price in a long blockade10 Aug
  30. Japan's weak yen is two stories on one tape: a corporate windfall and a current-account…10 Aug
  31. Hyperscalers pass $1.46 trillion in physical assets, narrowing the gap with Big Oil07 Aug
  32. Wintermute files to trade US commodities and ETFs as a paycheck-to-paycheck data point…07 Aug
  33. Blasts on Qeshm, talks through Muscat: Iran walks two tracks in the Strait of Hormuz06 Aug
  34. Oil falls, yen pinned at 157, and a Gulf tech rethink reverberates06 Aug
  35. US crude exports shrink and yen holds 157 as Iran shock tests the dollar side05 Aug
  36. Japan's defence review lands as nursing-care firms cross into China04 Aug
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