Catalysts and events · 2026-09-28

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

DateCardAvg 5d

2026-09-28Ukrnafta installs concrete shelters at Kyiv gas stations amid Russian attacksDTEK UAH UKRNAFTA
2026-09-28Russian drone and missile strikes hit Kyiv and kill at least seven, officials sayERUS EURUSD UAH
2026-09-28Russian strikes damage Kyiv data centres and civil infrastructure, Ukrainian outlets reportU24 UAH UKRE
2026-09-28Trump administration prepares a limited sanctions waiver for Iraqi Airways pilgrim flights to IranBZ=F IQD=X IRAQI AIRWAYS
2026-09-28Iranian rial falls to a record low as US-Iran talks remain uncertainIRX USD/IRR
2026-09-28Gulf stock markets retreat after President Trump rejects Iran's proposal to reopen the Strait of HormuzADXGI CL1! DFMGI TASI
2026-09-28Bank of Korea holds a market review meeting after global bond yields rise during the holiday periodEWY KRW KTB10Y+4.29%
2026-09-28Japan reports a 52 percent jump in imports of plastic materials from China between March and July3402.T CNYJPY JPX
2026-09-28Iran says its UN delegation has no plans for further talks with the United StatesBZ=F DXY GLD+0.43%
2026-09-28Russian strikes kill at least seven across Ukraine as Kyiv suffers daytime drone attackGASOIL UAH UKRAIN
2026-09-28Ukrainian forces recapture 51 square kilometres in northern Donetsk, commander saysUAH UKRAIN XLE+2.17%
2026-09-28US and Iranian negotiators prepare separate mediated talks on an amended seven-day Hormuz proposalBZ=F DXY GLD LNG1!+0.43%
2026-09-28Marine war-risk rates for Strait of Hormuz transits remain sharply above pre-conflict levelsBRENT CRUDE FRO VLCC FREIGHT+11.75%
2026-09-28Saudi authorities briefly activate emergency alerts in Najran and Jazan over potential dangerBRENT TADAWUL
2026-09-28President Donald Trump rejects Iran's seven-day Hormuz reopening proposal over upfront sanctions relief demandsBDTI CL1! IRR
2026-09-28Iranian Foreign Minister Abbas Araqchi says Tehran is prepared for war to resume after Washington rejects its Hormuz proposalCL1! DXY XAUUSD
2026-09-28Qatari mediators prepare separate US and Iranian talks in New York over an amended seven-day proposalCL1! DXY XAUUSD
2026-09-28ADB lifts developing Asia growth forecast to 5.0% and trims inflation outlookCNH FXI HG1!-0.32%
2026-09-28The United States and China release tariff-cut lists on roughly $30 billion of goods eachDXY FXI USD/CNH-0.94%
2026-09-28European Union approves five pan-European defence projects for EU fundingBA.L EUFN HEI.DE-4.14%
2026-09-28Trump approves a rollback of U.S. fuel-economy standards, lifting Detroit automakersF GM STLA-2.16%
2026-09-28Trump rejects an Iranian proposal to reopen the Strait of Hormuz, sending crude higherBRENT JETS WTI-0.78%
2026-09-28Russian drone hits petrol station in Kyiv as overnight strikes hit the capitalCRUDE GZUR
2026-09-28Iran's foreign minister says reopening the Strait of Hormuz depends on deal conditionsBRN=F DBO LNG-1.05%
2026-09-28Iranian forces report strikes on 19 vessels attempting to use unauthorized routes in the Strait of HormuzBZ=F JETS-2.11%
2026-09-28Russian drones set a market outside Kyiv ablaze and kill two peopleUAGD UAH
2026-09-28China says a two-month extension of its trade truce with the United States gives both sides room to advance talksCOPPER FXI USDCNH-0.94%
2026-09-28Russian drone hits Kyiv petrol station as attacks spread across the capitalBRN LON:OIL UAH+0.77%
2026-09-28US envoy Mike Waltz says Washington rejected Iran’s seven-day proposal to reopen the Strait of HormuzBZ=F DXY GC=F
2026-09-28Russian air strike injures 22 in Kharkiv apartment building, mayor saysEEM ERUS+2.28%
2026-09-28European Union ministers prepare defence meeting in Brussels on Ukraine support and hybrid threatsBA.L RHM.DE
2026-09-28Trump rejects Iran peace proposal and pushes U.S. stock futures lower as oil spikesES=F NQ=F TLT-1.92%
2026-09-28Iranian Revolutionary Guard declares the Strait of Hormuz closed and warns against unauthorized trafficBDRY BZ=F FRO ZIM+2.85%
2026-09-28Zelenskyy urges new sanctions packages to take effect in OctoberRSX RUB
2026-09-28S&P top-10 weight reaches 38% while 10Y sits at 5.23% — SPY multiple compression through mega-cap durationSPY+1.20%
2026-09-28Intel can meet only 50% of server CPU demand after 250% rally — AMD EPYC share gain and pricing re-rateAMD+3.93%
2026-09-28President Donald Trump says US forces are assisting petroleum shipments through the Strait of Hormuz as traffic reaches a reported weekend highBDRY BZ=F-5.10%
2026-09-28Fed hikes 25bp as 10Y hits 5.23% with debt above $40T — TLT duration reprices for term premiumTLT-1.92%
2026-09-28Trump rejects Iran 7-day Hormuz reopening plan as Brent jumps — USO war premium reprices on supply riskUSO-4.01%
2026-09-28China says it will discuss reciprocal tariff cuts and set up an agriculture working group with the United StatesADM CORN YUMC-0.15%
2026-09-28China says a two-month extension of its trade truce with the United States gives both sides room to advance talksCOPPER FXI USDCNH-0.94%
2026-09-28Japan import data show plastics shipments from China jumped 52% in the latest trade statistics2802.T CNYJPY JPY+2.21%
2026-09-28President Donald Trump says US forces are assisting petroleum shipments through the Strait of Hormuz as traffic reaches a reported weekend highBDRY BZ=F XLE-1.46%
2026-09-28Russian drone hits Kyiv petrol station as attacks spread across the capitalBRN LON:OIL UAH+0.77%
2026-09-28Russian drones set a market outside Kyiv ablaze and kill two peopleUAE UAGD UAH-2.23%
2026-09-28US Ambassador Mike Waltz dismisses Iran’s Hormuz reopening proposal as a sanctions-relief bidBRENT CRUDE GOLD USO-3.42%
2026-09-28Iran's foreign minister says reopening the Strait of Hormuz depends on deal conditionsBRN=F DBO LNG-1.05%
2026-09-28Saudi Arabia and the United Arab Emirates lift Middle East crude exports to their highest level since the Iran war beganDUBAI CRUDE FUTURES SAUDI ARAMCO
2026-09-28ADB lifts developing Asia growth forecast to 5.0% and trims inflation outlookCNH FXI HG1!-0.32%
2026-09-28South Korea and ASEAN open second round of FTA upgrade talks in Singapore000660.KS 011200.KS USDKRW

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