Geopolitics
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DIS
How Disney Stock Reacted to Its Q2 2026 Earnings, Measured Minute by Minute
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Commodities
US retail diesel prices have reached their highest level in four years due to disruptions in global supply.
Context
- US retail diesel prices at four-year peak
Geopolitics
According to Axios, last weekend, Envoy Witkoff from the White House held discussions with the UAE's national security adviser regarding the next steps on Iran.
Geopolitics
As of September 2nd, US CENTCOM reports that US forces have redirected 86 commercial vessels, boarded 2, and disabled 3 to ensure compliance.
Geopolitics
Trump addressed price gouging during discussions with oil and gas leaders.
Geopolitics
US President Trump mentioned that he has very productive discussions planned with China's President Xi.
Macro
Fed Beige Book: Employment climbed very slightly overall, with three districts showing modest advances in employment, four reporting slight advances, and five districts experiencing no change.
Macro
Fed Beige Book: Prices increased moderately in eight districts, with two districts reporting modest increases, one slight increase, and one robust increase.
Geopolitics
High
US Commerce Secretary Lutnick met with Chinese counterpart to discuss AI and data centres, stating disinformation drives opposition to AI data centres. They noted Chinese open-source AI models learn from American AI, confirmed Anthropic resolved issues with the administration, and said chip tariffs target increasing US chip production. They also mentioned Canada's Liberal Party uses the trade war in its election campaign.
Geopolitics
Israeli PM Netanyahu asserts, "The regime in Iran will be overthrown - it is bound to collapse. Every one of our systems is operational to dismantle the regime."
Geopolitics
High
Canadians increasingly distance themselves from the US amid growing tensions, with calls to rename Trump Avenue and a pledge to support local products.
Geopolitics
High
Russia detains children's hospice founder Lida Moniava for allegedly disseminating false information about military actions against Ukrainians.
Central Banks
BOC Rogers: Distinguishing volatility from dysfunction or instability is crucial
Geopolitics
High
Russia calls in German diplomat to dismiss 'fabricated' claims of drone attack involvement at Leipzig Airport.
Macro
US EIA Distillate Inventories — Act 0.796M | Est -1.5M | Prev -2.228M
Commodities
Russia’s Deputy PM Novak: OPEC+ ministers will discuss the market situation and compliance with the agreement at their meeting on Sunday - IFX.
Market reaction CL · Oct26 Higher at 15m See the validated event-time path, 1m/15m returns, and provenance. Create free account
Commodities
Russia's Novak states that discussions on OPEC+ quota reductions are currently off the table due to a market shortage.
Market reaction CL · Oct26 Higher at 15m See the validated event-time path, 1m/15m returns, and provenance. Create free account
Commodities
Sources indicate that the upcoming OPEC+ meeting on Sunday will not decide on oil output policy but will focus on market discussions.
Market reaction CL · Oct26 Higher at 15m See the validated event-time path, 1m/15m returns, and provenance. Create free account
Commodities
US Energy Secretary Wright: I haven't had discussions with Venezuela on OPEC.
Commodities
High
Oman and Dubai crude premiums rise for a third consecutive session, reaching a three-month peak amid supply disruption concerns.
Market reaction CL · Oct26 Lower at 15m See the validated event-time path, 1m/15m returns, and provenance. Create free account
Geopolitics
High
Lutnick stated that Canada terminated the trade agreement due to political motives during G20 discussions.
Geopolitics
Xi and Sisi engage in detailed discussions regarding the Middle East situation.
Geopolitics
High
Canadians distance themselves from the U.S. amid growing tensions, with moves like renaming Trump Avenue and a pledge to support local products.
Geopolitics