Catalysts and events · 2026-09-29

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

DateCardAvg 5d

2026-09-29Ukraine strikes Russian Kasta radar, drone command posts and ammunition depots in occupied territoriesBRENT MOEX RHM.DE
2026-09-29Russia launches ballistic missiles and jet-powered drones at Kyiv in overnight attackEUR/USD RHM.DE UAH
2026-09-29President Trump rejects reports that he offered Iran sanctions relief and frozen fundsBZ=F GLD USO+0.46%
2026-09-29Iranian forces target ships using unauthorized routes through the Strait of Hormuz, local media reportsBZ=F FRO GLD+3.84%
2026-09-29Oil shipments through the Strait of Hormuz and alternative routes recover to nearly 80% of prewar flowsBDRY BZ=F FRO+2.68%
2026-09-29Egypt prepares to host African leaders at a business summit amid GERD disputeEGP EGX30 NILE-3.72%
2026-09-29Syria approves measures to control and rationalize public spendingFRONTIERDEBT SYP XME-0.33%
2026-09-29Iran’s rial falls past 2.5 million per dollar as US pressure squeezes the economyIRANIAN OIL EXPORTS IRR/USD
2026-09-29US-Iran contacts continue through mediators as Tehran and Washington dispute terms of a possible dealBRENT CRUDE DXY US10Y
2026-09-29US Treasury sanctions 10 individuals and entities tied to Iran’s military procurement networkIRR/USD USO+1.09%
2026-09-29Brent crude rises above $99 as conflicting U.S. and Iranian statements keep Hormuz supply risk elevatedBZ=F TLT XLE+1.19%
2026-09-29Iran offers a seven-day ceasefire plan tied to reopening the Strait of Hormuz and lifting oil sanctionsBZ=F FRO USO+4.47%
2026-09-29China signals new measures to support the economy and stabilise the property marketFXI KWEB USD/CNH-0.21%
2026-09-29South Korean exports are forecast to rise for a 16th month on AI chip demand000660.KS 005930.KS KOSPI KRW
2026-09-29Russian missiles and drones strike Kyiv buildings as rescuers battle fires → Bullish USD/UAHUSD/UAH
2026-09-29US and Iranian officials hold separate mediated contacts in renewed effort to end seven-month warDCOILBRENTEU TORM XAUUSD
2026-09-29Statistics Canada says Canada’s economy stalled in July as manufacturing and mining weakenedCADUSD CNB TSE60
2026-09-29China's industry ministry weighs allowing ByteDance and Alibaba to buy Nvidia RTX Pro 5500 → Bullish BABABABA
2026-09-29Trump denies offering Iran sanctions relief or release of frozen funds as mediated contacts resumeCL1! IRR XAUUSD
2026-09-29China signals fresh measures to support the economy and stabilize the property market0698.HK CSI300 HK_HSI
2026-09-29QatarEnergy extends force majeure notices as Hormuz disruption blocks LNG deliveries → Bullish EUA.FEUA.F
2026-09-29Trump rejects Iran 7-day Hormuz truce as yields hit 2002 highs — QQQ multiples compress on oil inflationQQQ+2.94%
2026-09-29DHI and LEN face 7% mortgages as ITB falls 9.9% in 30 days — builder margins reprice on buydownsITB-1.54%
2026-09-29Trump denies offering Iran sanctions relief or access to frozen funds in exchange for nucl → Bullish GLDGLD-0.16%
2026-09-29Trump denies offering Iran sanctions relief as Tehran ties Hormuz reopening to conditions → Bullish BZ=FBZ=F
2026-09-29Nvidia expands buyback by $150B to $235B through FY2028 — NVDA downside cushion from repurchasesNVDA+5.29%
2026-09-29US and Iranian officials hold separate mediator talks as ceasefire effort resumes → Bearish DXYDXY
2026-09-29Iranian Foreign Minister Abbas Araqchi links Strait of Hormuz reopening to conditions in proposed seven-day planBZ=F JKM TD3C
2026-09-29Russian drone and missile barrage damages buildings across Kyiv and triggers air defenses → Bearish UAHUAH
2026-09-29US and Iranian officials hold separate mediated discussions as Washington seeks nuclear co → Bullish TLTTLT-1.21%
2026-09-29U.S. mortgage rates rise above 7% for the first time since January 2025ITB US10Y XHB-1.54%
2026-09-29China's industry ministry weighs allowing ByteDance and Alibaba to buy Nvidia RTX Pro 5500 → Bullish NVDANVDA+5.29%
2026-09-29Trump Rejects Iran Peace Proposal Sparking Energy Spike and Multi-Decade High Yields → Bearish QQQQQQ+2.94%
2026-09-29China's industry ministry weighs allowing ByteDance and Alibaba to buy Nvidia RTX Pro 5500 → Bullish KWEBKWEB-0.16%
2026-09-29President Trump denies offering Iran sanctions relief as officials pursue separate mediated talksBZ=F DXY GLD-0.16%
2026-09-29President Donald Trump rejected reports that his administration offered Iran sanctions rel → Bullish USOUSO+1.09%
2026-09-29Tanker charter rates to India more than double as Hormuz disruption lifts shipping costsBZ=F FRO XLE+5.72%
2026-09-29China's economy slows to 4.3% in Q2 as investment and housing weakness deepen000002.SZ CNH CSI300+1.61%
2026-09-29Iranian President Pezeshkian says Tehran is ready for nuclear talks but rejects coercionBDTI BZ1! USO+1.09%
2026-09-29Russian missiles and drones hit Kyiv educational and health facilities in overnight assaultESGU RTX-0.16%
2026-09-29Trump denies offering Iran sanctions relief or access to frozen funds in exchange for nucl → Bullish DXYDXY
2026-09-29Samsung Electro-Mechanics announces 6.78 trillion won investment in AI chip substrates009150.KS 305540.KS SOXL+0.59%
2026-09-29Taiwan semiconductor supply chains remain exposed as China keeps rare-earth controls in place2330.TW MP SOXX+3.88%
2026-09-29China and ASEAN keep expanding trade ties through the upgraded free-trade area0388.HK HKD HSI
2026-09-29China keeps rare-earth licensing measures in place ahead of their November suspension end dateASX:LYC MP TSM+5.55%
2026-09-29South Korea's government estimates CPTPP membership would lift GDP over a decade005930.KS EWY KRW-0.37%
2026-09-29China signals new measures to support the economy and stabilise the property marketFXI KWEB USD/CNH-0.21%
2026-09-29Iranian Revolutionary Guards challenge US claims that the Strait of Hormuz is openBRENT CRUDE VLCC FREIGHT RATES
2026-09-29Putin signs decree tightening disclosure rules for Russian refineriesBRN RB1! XLE+2.60%
2026-09-29Russian missiles and drones hit Kyiv educational and health facilities in overnight assaultESGU RTX-0.16%

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