Catalysts and events · 2026-09-25

Everything the Opportunity Map and Intelligence Feed published for this date.

DateCardAvg 5d

2026-09-25Freddie Mac says the average US 30-year mortgage rate rose above 7% for the first time since January 2025TLT XHB-2.32%
2026-09-25Iranian Foreign Minister Abbas Araghchi proposes reopening the Strait of Hormuz within seven days if conditions are metBRENT CRUDE
2026-09-25Iran proposed a seven-day roadmap to reopen the Strait of Hormuz and halt regional fighting through Qatari mediationBDTI BRENT CRUDE USO-0.65%
2026-09-25Taiwan stocks remain closed for the Mid-Autumn Festival holidaySOX TSM TWSE+4.92%
2026-09-25Taiwan markets closed for the Mid-Autumn Festival holiday2330.TW 2454.TW TWD/USD
2026-09-25Iran proposes reopening the Strait of Hormuz within seven days if the United States lifts its port blockade and oil sanctionsBZ=F DHT XLE+4.99%
2026-09-25Meta Rallies on Muse AI Agent App Store Traction and Ad Targeting Potential → Bullish SPYSPY-0.22%
2026-09-25Philadelphia Fed President Anna Paulson signals scope for more interest rate hikes amid in → Bearish TLTTLT-2.32%
2026-09-25Commodity-ship transits through the Strait of Hormuz fall to nine as tanker traffic remain → Bullish GLDGLD-3.37%
2026-09-25US core capital goods orders rise more than expected in August as business spending stays → Bearish TLTTLT-2.32%
2026-09-25Iran proposes reopening the Strait of Hormuz within seven days in exchange for US concessionsBDTI BZ=F CL=F DXY
2026-09-25War-risk insurance premiums for Saudi tankers at Yanbu rise to about 3% of vessel value → Bullish FROFRO+10.50%
2026-09-25Thailand's commerce ministry says exports jumped 24.3% in August on AI demand for electron → Bullish THBTHB
2026-09-25Iranian oil flows through the Strait of Hormuz remain near the previous week's level despite the shipping disruptionBZ=F
2026-09-25U.S. and China extend their trade truce until January after Washington summitCNY/USD FXI SOXX+0.28%
2026-09-25War-risk insurance premiums for Saudi tankers at Yanbu rise to about 3% of vessel value → Bullish BZ=FBZ=F
2026-09-25Commodity-vessel transits through the Strait of Hormuz fall to nine from 14 a day earlier → Bullish USOUSO-0.65%
2026-09-25ArcelorMittal Records $1B Impairment on Kryvyi Rih Following Missile StrikesMT-8.76%
2026-09-25Iranian official says Tehran will make no nuclear concessions in exchange for reopening the Strait of HormuzBRENT CRUDE FUTURES GOLD FUTURES USDJPY
2026-09-25Ukrainian drones shut down a major Russian oil refinery after overnight attacksBRENT RUB TATN
2026-09-25U.S. and Iranian negotiators examine a phased arrangement to reopen the Strait of Hormuz and ease sanctionsBZ=F CL=F DXY
2026-09-25Iranian officials say Tehran will make no nuclear concessions as part of a Hormuz reopening proposalBRENT CRUDE FUTURES GOLD FUTURES IRANIAN RIAL OFFSHORE
2026-09-25Ukrainian drone attack shuts down one of Russia’s largest oil refineriesBRENT RU000A0JX0J2 RUB
2026-09-25Iranian officials say the Strait of Hormuz will remain closed until Tehran's conditions are metBZ=F TD3C XAU/USD
2026-09-25Iranian official says Tehran will make no nuclear concessions while seeking Hormuz reopeningBRENT CRUDE GOLD VLCC FREIGHT-3.78%
2026-09-25Kpler data show 33.7 million barrels of crude moved through the Strait of Hormuz in the week beginning September 20BRENT CRUDE VLCC FREIGHT RATES
2026-09-25Japan equities extend gains as semiconductors lead the market higher8035.T NKY USD/JPY
2026-09-25U.S. and China extend their trade truce until January after Washington summitCNY/USD FXI SOXX+0.28%
2026-09-25Ukrainian drones shut down a major Russian oil refinery after overnight attacksBRENT RUB TATN
2026-09-25South Korea’s stock market stays closed for the Mid-Autumn Festival holiday005930.KS KOSPI SKHYNIX.KS
2026-09-25Kpler data show 33.7 million barrels of crude moved through the Strait of Hormuz in the week beginning September 20BRENT CRUDE VLCC FREIGHT RATES
2026-09-25US and Iranian negotiators hold three hours of indirect talks on a phased route out of the warBRN1! GC1! TLT-2.32%
2026-09-25Putin says all Ukraine peace proposals remain on the table but Russia must weigh its interestsBRN EURUSD PLN+4.30%
2026-09-25Putin says all Ukraine settlement proposals remain on the table but Russia will weigh its interestsRSX RUB
2026-09-25Taiwan shares were shut for a holiday as regional markets digest US-China summit fallout2330.TW TWSE USDTWD
2026-09-25WTI crude settles 2.3% lower as US-Iran talks raise prospects for a Hormuz reopeningBZ=F CL=F XLE+1.26%
2026-09-25Ukrainian drone attack shuts down one of Russia’s largest oil refineriesBRENT RU000A0JX0J2 RUB
2026-09-25Iran proposes reopening the Strait of Hormuz within seven days in exchange for a US blockade lift and oil-sanctions reliefBZ=F CL=F DXY
2026-09-25Iranian oil flows through the Strait of Hormuz remain near the previous week's level despite the shipping disruptionBDTI BZ=F
2026-09-25Iranian official says Tehran will make no nuclear concessions despite its Hormuz reopening proposalBRENT CRUDE GLD USO-2.01%
2026-09-25Iranian official says Tehran will make no nuclear concessions in exchange for reopening the Strait of HormuzBRENT CRUDE FUTURES GOLD FUTURES USDJPY
2026-09-25Iran offers the United States a seven-day plan to reopen the Strait of Hormuz and halt regional hostilitiesBRENT CRUDE DXY VLCC FREIGHT RATES
2026-09-25Iranian official says Tehran will make no nuclear concessions while seeking Hormuz reopeningBRENT CRUDE GOLD VLCC FREIGHT-3.78%
2026-09-25Iranian officials say Tehran will make no nuclear concessions as part of a Hormuz reopening proposalBRENT CRUDE FUTURES GOLD FUTURES IRANIAN RIAL OFFSHORE
2026-09-25Iranian officials say the Strait of Hormuz will remain closed until US conditions are met despite a proposed seven-day reopening processBZ=F CL=F GC=F
2026-09-25Iranian officials say the Strait of Hormuz will remain closed until Tehran's conditions are metBZ=F TD3C XAU/USD
2026-09-25U.S. and Iranian negotiators examine a phased arrangement to reopen the Strait of Hormuz and ease sanctionsBZ=F CL=F DXY
2026-09-25Saudi civil defence issues brief air-raid warning for Mecca after coalition intercepts six → Bullish XLEXLE+1.26%
2026-09-25Trump administration moves to obligate nearly all remaining Ukraine aid before fiscal deadlineRTX XAR-3.05%
2026-09-25Commodity-vessel transits through the Strait of Hormuz fall to nine from 14 a day earlier → Bullish USOUSO-0.65%

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