Geopolitics Trump: US Will Strike Iran Deal Right After Midterm Elections Trump told the UN General Assembly he expects a US-Iran deal right after the November midterm elections, even as talks quietly resumed in New York and energy prices stay elevated.
Geopolitics Rubio: New Greenland Deal Lets US Build Unlimited Military Bases Rubio says the new US-Denmark-Greenland pact is permanent, lets Washington build unlimited military bases, adds a Golden Dome missile shield, and blocks Chinese investment in the Arctic.
energy JPMorgan Oil Team Abandons Iran War Forecast as Redlines Fall JPMorgan’s commodities team says it no longer has a baseline view for oil as the Iran war blows past its economic redlines, with Brent near $105 and diesel at record highs.
Macro Bessent Raises Treasury Buyback Size Again to Cap Long-End Yields Treasury Secretary Scott Bessent has raised the bond buyback size again, extending an unusual push to cap long-end yields. Here is what traders should watch across TLT, TLH and rate-sensitive names.
energy US Diesel Hits Record $6.50 a Gallon as Fuel Crunch Deepens US diesel prices hit an all-time high above $6.50 per gallon, per AAA, up nearly $1 in four weeks as war with Iran and Strait of Hormuz disruptions tighten global fuel supply.
energy Trump Calls Rising Gas Prices ‘Inexpensive Price to Pay’ for Iran War Trump called surging gas prices an ‘inexpensive price to pay’ for the Iran war as the national average hit $4.48. Analysts say they can’t model the endgame.
Geopolitics Bessent: All Iranian Airlines to Be Shut Down Worldwide on Sept. 23 Treasury Secretary Scott Bessent said all Iranian airlines will be shut down worldwide on Sept. 23 as US secondary sanctions target fuel, landing, and ticketing services for any foreign firm still serving Iran’s carriers.
Real Estate US Home Sellers Outnumber Buyers by Record 563,000: Redfin Redfin says US home sellers outnumbered buyers by a record 58% in August 2026, roughly 563,000 more listings than active buyers. Sun Belt metros lead the imbalance as builders keep adding supply into a stalled demand backdrop.
Macro Job Market Flips: Non-College Young Workers Beat Grads on Unemployment Per WSJ and a Burning Glass Institute analysis, unemployment for younger non-college workers is near two-decade lows, while college grads face one of their worst job markets, partly due to AI eating entry-level roles.
Tech WSJ: A computer-science degree is no longer a golden ticket The WSJ says a computer-science degree is no longer a golden ticket, as AI, tighter hiring, and a flood of new grads reshape the tech job market.
Commodities FT: Copper Facing Major Supply Shortfall Starting 2027 The FT reports a big shortfall in copper supply is expected from 2027, with Citi, Deutsche Bank and JPMorgan warning of a structural deficit. Miners like FCX, SCCO, BHP and RIO are in focus.
Real Estate US Home Sellers Hit 6-Year High as Buyer's Market Deepens: Redfin Redfin data shows US home sellers hit a 6-year high in August 2026, outnumbering buyers by 58% as concessions reach nearly half of all sales and mortgage rates push toward 7%.
Macro Households Cut Spending as Inflation Outpaces Wages: CNBC US households are cutting back on spending and shifting toward discount and warehouse retailers as August inflation ran 3.4% versus 3.1% wage growth, per CNBC.
Politics Lutnick’s Net Worth Doubles to Over $7B Since Joining Trump Cabinet Commerce Secretary Howard Lutnick’s net worth has doubled to about $7.3 billion since joining Trump’s Cabinet, per Forbes, driven mostly by Cantor Fitzgerald’s indirect Tether exposure.
Macro Social Security Trust Fund Projected to Run Dry by 2032 The Social Security OASI trust fund is now projected to be depleted in the fourth quarter of 2032, one quarter earlier than last year's estimate, setting up a 22% benefit cut unless Congress acts.
Macro Non-college workers see best job market in years as grads struggle The Wall Street Journal reports Americans without college degrees are having one of the best job markets in years, while young grads face rising unemployment as AI eats entry-level work.
Geopolitics Putin Preparing to Escalate Ukraine War, Target European Allies Western intelligence says Putin is preparing a stealth mobilisation and intensified hybrid attacks on Ukraine’s European allies, with France and Poland already sounding the alarm on sabotage and missile risk.
Geopolitics Trump Says US Reached Deal for ‘Permanent Control’ Over Greenland Security Trump says the US has reached a deal with Denmark and Greenland granting Washington permanent control over security, with plans for a large military presence on the island.
Macro BLS: Nurse Practitioners the Fastest-Growing Job Through 2035, Up 41% BLS projects nurse practitioners as the fastest-growing U.S. occupation from 2025 to 2035, up 41% or about 137,800 jobs. Healthcare and energy roles dominate the top of the 10-year outlook.
Markets United Airlines to Cancel December Flights as Fuel Costs Bite United Airlines will cancel some December flights, with CFO Michael Leskinen citing high fuel costs and thin route margins. Further cuts could extend into early 2027.
Macro Trump calls Canada joining EU as associate member a ‘hostile act’ Trump threatened heavy tariffs or a full trade cutoff with the EU if Brussels makes Canada its first associate member, escalating tension as Ottawa pivots toward Europe.
Real Estate Affordable Apartments Sit Empty as Poorest Americans Priced Out NBC News reports affordable apartments are sitting empty across U.S. cities because the poorest renters still cannot afford them, with Austin vacancies near 16%. The mismatch has implications for apartment REITs and homebuilders.
Macro Young College Grads Face Worst Job Market in 20 Years, Says WSJ College-educated workers ages 22 to 34 are in one of their worst unemployment stretches in 20 years, per WSJ, while non-degree workers see one of their best job markets in decades.
Politics Pentagon Sets Fitness, Grooming Bar for Hegseth ‘State of the Force’ Speech The Pentagon is telling commanders to nominate only troops who pass the Army fitness test, meet the waist-to-height ratio, and show ‘impeccable’ grooming for Pete Hegseth's Sept. 30 State of the Force address, per WSJ.
energy Diesel Pushes Further Above $6 Per Gallon as Iran War Squeezes Supply US diesel has pushed further above $6 per gallon, hitting a $6.31 national average as Iran war supply disruptions ripple through freight, agriculture, and consumer prices.
