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Static
Two-minute market brief
Current catalysts · observed market links · next scheduled risks Open as a page
Driving markets now
3 catalysts
-
Reported: South Korea president Lee: reviewing whether to boost involvement beyond current level over Hormuz issueObservedWTI · 96.53 → 96.51 → 96.42 · -0.11%
-
Trump informs Axios he's approaching major crossroads in Iran war
-
Reported: Stock futures are little changed after Thursday's post-Fed bounce - CNBCObservedUS100 · 29436.7 → 29438.7 → 29426.2 · -0.04%
Next major risk eventsNext 3 days
- Thu · time TBCUSHUBG earnings est $0.52
- Thu · time TBCUSDAVA earnings est $0.05
- JPBoJ Rate Decision est 1.25% · prev 1%
- GBUK Core Retail Sales MoM est -0.2% · prev -0.9%
- EUECB CPI Expectations
- CNPBoC Interest Rate 1 Yr est 3% · prev 3.00%
LIVE MARKET-MOVING NEWS
Free tape · 3 min behind
Geopolitics
High
South Korea president Lee: reviewing whether to boost involvement beyond current level over Hormuz issue
Geopolitics
High
S. Korea President Lee: Won't deploy troops to join conflict, concerns over Hormuz
Geopolitics
High
S. Korea president: Several nations moving military forces near Hormuz Strait
Geopolitics
High
Four commodity ships pass Strait of Hormuz on Thursday vs 10-day average near 16, data shows
Geopolitics
Truth Social
US President Trump Via Truth Social: Andrew Ferguson, Fraud Task Force Vice Chairman, was FANTASTIC tonight on FoxNews. He and his group, headed up by wonderful V.P., JD Vance, have got the fraudsters running for shelter. They are bringing in Billions of Dollars - LONG PRISON SENTENCES. Thank you to Charlie Hurt for a great interview! President DONALD J. TRUMP
Central Banks
CNY 463.3bln added by PBoC through 7-day reverse repos priced at 1.40%, alongside CNY 100bln via 14-day reverse repos
Central Banks
PBOC sets yuan midpoint at strongest level since Feb. 3, 2023
Central Banks
Hitting the inflation target remains a full commitment of the board, RBA Deputy Governor Hauser says
Commodities
Gold will reach USD 5,400/oz by end-2027, according to Goldman Sachs' maintained forecast
Central Banks
RBA will hike rates two additional times before reaching a terminal rate of 4.85%, UBS expects
Central Banks
RBA deputy governor Hauser: board fully committed to reaching inflation target
Central Banks
AUD 1.0bln of Australia's 1.00% November 2031 bonds sold at average yield 4.9936%, bid-to-cover 4.47
Taiwan overnight interbank rate begins at 0.805% versus previous session open at 0.805%
Central Banks
RBA Governor Bullock: broad agreement that neutral interest rate has increased
Central Banks
China PBOC seen setting yuan mid-point at 6.7065 per dollar: estimate
Market Status
High
Asia Open: Nikkei +0.0%; Taiwan +1.71%; KOSPI -0.04%; Hang Seng -0.26%; China A50 -0.45%
Nikkei 225
64,136.25
0.00%
Taiwan Weighted
46,288.00
+1.71%
KOSPI
6,715.41
-0.04%
Hang Seng
24,604.29
-0.26%
China A50
14,356.98
-0.45%
In the session
- New sanctions imposed by Washington on the Babak Zanjani network over the transfer of hundreds of millions of dollars in Bitcoin to the IRGC were aimed at Iran's use of digital currency networks to fund destabilising...
- Iran's IRGC navy: targeted Togo-flagged oil tanker after it attempted illegal passage through Hormuz Strait - Iran's Fars
- Executives at Hubbell Incorporated (HUBB) maintain their FY26 data centre growth outlook near 50%, saying earlier estimates were conservative as orders pick up pace each time capacity is added
- Huang, CEO of Nvidia (NVDA), calls AI safety paramount while stating Nvidia (NVDA) will sell twice as many chips next year compared with this year
- Nvidia commits $2 billion to Brookfield AI fund. $NVDA
More session drivers
- Togolese-flagged tanker 'Trend' caught fire and was halted after being struck, according to the IRGC, which said the vessel breached Hormuz rules and that the US had instigated the transit
- 'Reasonable guidelines' are needed for AI, according to Palantir (PLTR) CEO
- According to POLITICO, OpenAI CEO Altman, NVIDIA (NVDA) CEO Huang and Qualcomm (QCOM) CEO Amon are expected to attend next week's Trump-Xi dinner, with AI seen as a key focus of the September 24th summit
- Qualcomm's CEO will attend Trump's state dinner with China’s President Xi. $QCOM
Rates
Businesses now more likely to transfer cost hikes
Central Banks
RBA Governor Bullock: navigating a world with prolonged elevated oil prices
Central Banks
High
According to RBA Governor Bullock, several indicators still point to labour market conditions being slightly tighter than full employment, and they says monetary policy is well positioned to respond to developments
Central Banks
RBA governor Bullock: housing market conditions have softened, larger-than-expected easing could weigh on economic activity
Macro Data
Japanese CPI Overall Nationwide — Act 1.9% | Est 2% | Prev 1.9%
Macro Data
Japanese Core CPI Nationwide YoY — Act 1.7% | Est 1.8% | Prev 1.8%
Geopolitics
US President Trump will deliver a healthcare announcement Friday at 14:30EDT/19:30BST and travel to Camp David from Friday through Sunday
Real stories, real market moves
Recorded headlines. Measured price moves.
These are real MoveSurge stories. Each one shows the price move that followed. Times are ET.
01
Reported: Arcadis (ARCAD NA) confirmed it received an unsolicited WSP proposal of EUR 51.5 per share after rejecting an initial EUR 48.5 per share offer
Bid confirmation hit the tape and ARCAD repriced immediately, still holding the gain a quarter-hour later.
+11.6%
1 min later
ARCAD
+11.6% at 15 min
02
Reported: Amkor (AMKR) and NVIDIA (NVDA) sign a USD 1.5bln multi-year packaging pact, with NVIDIA to prepay Amkor to expand its US packaging capacity
AMKR spiked on the pact in the first minute, then gave almost all of it back — the kind of fade you only see if you are watching the reaction, not just the headline.
+4.2%
1 min later
AMKR
+0.1% at 15 min
03
Mobileye Global Inc. (MBLY) Fiscal Q2 earnings results
The print landed pre-market and MBLY rallied hard, keeping most of the move into the quarter-hour mark.
+8.5%
1 min later
MBLY
+3.7% at 15 min
Information only. Past reactions do not guarantee future moves, and no investment advice is given.
Two-minute market brief
Current catalysts · observed market links · next scheduled risks Open as a page
Driving markets now
3 catalysts
-
Reported: South Korea president Lee: reviewing whether to boost involvement beyond current level over Hormuz issueObservedWTI · 96.53 → 96.51 → 96.42 · -0.11%
-
Trump informs Axios he's approaching major crossroads in Iran war
-
Reported: Stock futures are little changed after Thursday's post-Fed bounce - CNBCObservedUS100 · 29436.7 → 29438.7 → 29426.2 · -0.04%
Next major risk eventsNext 3 days
- Thu · time TBCUSHUBG earnings est $0.52
- Thu · time TBCUSDAVA earnings est $0.05
- JPBoJ Rate Decision est 1.25% · prev 1%
- GBUK Core Retail Sales MoM est -0.2% · prev -0.9%
- EUECB CPI Expectations
- CNPBoC Interest Rate 1 Yr est 3% · prev 3.00%
What's priced
LiveReporting next, in active options names
Unusual options activity — news- or print-backed
7 names · LOW ALK AMGN BSX FAST CSX