Catalysts and events · 2026-09-28

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

DateCardAvg 5d

2026-09-28QatarEnergy-linked LNG vessels increase transits through the Strait of Hormuz despite the conflictJKM=F LNG SHIPPING RATES
2026-09-28Brent crude rises above $107 as US-Iran talks stall and Asian stocks extend lossesBZ=F ES=F GC=F IEF-0.68%
2026-09-28The United States and China release tariff-cut lists on roughly $30 billion of goods eachDXY FXI USD/CNH-0.94%
2026-09-28Trump rejects an Iranian proposal to reopen the Strait of Hormuz, sending crude higherBRENT JETS WTI-0.78%
2026-09-28Trump rejects Iran peace proposal and pushes U.S. stock futures lower as oil spikesES=F NQ=F TLT-1.92%
2026-09-28Fed officials Bowman, Cook and Barkin are scheduled to speak as traders price more tightening2Y DXY XLF-0.33%
2026-09-28Trump approves a rollback of U.S. fuel-economy standards, lifting Detroit automakersF GM STLA-2.16%
2026-09-28US envoy Mike Waltz says Washington rejected Iran’s seven-day proposal to reopen the Strait of HormuzBZ=F DXY GC=F
2026-09-28Iranian forces report strikes on 19 vessels attempting to use unauthorized routes in the Strait of HormuzBZ=F JETS STNG+0.88%
2026-09-28ACI World urges Peru and other governments to expand airport capacity and slot rulesLIMA20 PEN
2026-09-28United Nations reform debate gains momentum as General Assembly members press Security Council overhaulGLD SPY+0.82%
2026-09-28International Monetary Fund releases 2026 Annual Report of the Executive BoardEMB MSCI USD-0.10%
2026-09-28European Union ministers prepare defence meeting in Brussels on Ukraine support and hybrid threatsBA.L EURUSD RHM.DE
2026-09-28European Union approves five pan-European defence projects for EU fundingBA.L EUFN HEI.DE-4.14%
2026-09-28Siti Hasmah Mohamad Ali dies in Kuala Lumpur at age 100FBMKLCI MYR
2026-09-28Philippines plans ASEAN Trade Expo 2026 in Manila for NovemberAPX MPI PHP
2026-09-28Zelenskyy urges new sanctions packages to take effect in OctoberRSX RUB
2026-09-28Russian drone hits petrol station in Kyiv as overnight strikes hit the capitalCRUDE GZUR
2026-09-28Russian air strike injures 22 in Kharkiv apartment building, mayor saysEEM ERUS+2.28%
2026-09-28Marine insurers lift Strait of Hormuz war-risk cover to as high as 10% of vessel valueBDRY BZ=F FRO+3.33%
2026-09-28Iranian Revolutionary Guard declares the Strait of Hormuz closed and warns against unauthorized trafficBDRY BZ=F FRO ZIM+2.85%
2026-09-28Hong Kong finance chief Chan discusses deeper economic and financial ties with QatarHKD HSI
2026-09-28Marine war-risk rates for Hormuz vessels rise sharply as insurers reprice exposure to the conflictBDTI CRUDE TANKER INDEX FRO ICE BRENT CRUDE FUTURES+11.75%
2026-09-2810-Year Treasury Yield Touches 5.23% Following 25bp Rate Hike and Hawkish Fed GuidanceO
2026-09-28Meta Launches Muse Personal AI Agent and AI Glasses as Mobile App Reaches Top US ChartMETA+3.67%
2026-09-28Russian guided bomb strikes apartment building in Kharkiv and injures 15 peopleITA RSX UAH-1.09%
2026-09-28Fed 25bp Rate Increase Reprices Floating-Rate Private Credit YieldsARCC
2026-09-28US Air Force pursues $5B Massed Modular Aircraft drone tender for 500 unitsLMT-2.21%
2026-09-28Solera signs partnership with CATARC to support global expansion of China NEVsBYDDY
2026-09-2810Y Treasury yield reaches 5.23% following Fed 25bp rate hike and hawkish guidanceDXY
2026-09-28US national debt crosses $40T with annual interest expense reaching $1.25TDXY SPY+1.20%
2026-09-28Russia says its forces struck Odesa port infrastructure and a cargo ship used for military goodsBDI IMOEX
2026-09-28S&P 500 Top-10 Concentration Hits 38% as Magnificent Seven ETF Sets All-Time HighNVDA+4.39%
2026-09-28Meta Launches Muse AI Agent and Hardware Suite, Stock Rallies 13%MAGS+2.77%
2026-09-28Micron fiscal Q4 preview highlights AI DRAM and NAND demand supercycleASML
2026-09-28NIO Partners with Geely in RMB16 Billion Battery Swapping Strategic AgreementNIO-4.74%
2026-09-28Russia's drones hit a market on Kyiv's western outskirts and kill two peoplePWR UAH UKRAINIAN SOVEREIGN DEBT+6.06%
2026-09-28Asian Development Bank lifts developing Asia-Pacific growth forecast to 5.0%2330.TW SOX USD/CNH
2026-09-28ADB raises Asia-Pacific growth forecast as technology exports stay resilient2330.TW TWD TWSE
2026-09-28Oil prices rise as US-Iran talks stall over reopening the Strait of HormuzBZ=F CL=F XLE+2.17%
2026-09-2810-Year Treasury yield reaches 5.23% following 25bp Fed hike and hawkish guidanceARCC SPY+1.20%
2026-09-28Brent crude rises above $106 as Trump rejects Iran deal and Hormuz reopening remains uncertainBRENT CRUDE TLT XLE+0.13%
2026-09-28Palantir Raises Full-Year Revenue Guidance Past $8B as US Commercial Surges 134%IGV-0.20%
2026-09-28S&P 500 Top-10 Concentration Hits 38% as MAGS ETF Sets New All-Time High at $72.20VOO+1.24%
2026-09-28US National Debt Surpasses $40 Trillion as Annual Interest Servicing Reaches $1.25TDXY
2026-09-28Microsoft Reports 43% Azure Growth with AI Backlog Reaching $678 BillionQQQ+2.67%
2026-09-28HUTCHMED and GSK Initiate Global Phase Ia Trial of KRAS-EGFR Conjugate HMPL-A830HCM+0.14%
2026-09-28Russia launches more than 2,200 drones at Ukraine in a week, Zelenskyy saysRTX UAH UKRAINIAN EUROBONDS-0.90%
2026-09-28Intel Reports Meeting Only 50% of Server CPU Demand as 2026 Share Rally Reaches 250%AMD+3.93%
2026-09-28S&P 500 top-10 weighting reaches 38% as MAGS ETF marks record $72.20AAPL-1.63%

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