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22.09.2026 02:41 PM
Brent crude gave back its intraday gains and retreated to about $98/barrel after reports that Iran offered to reopen the Strait of Hormuz in exchange for lifting the US blockade. Positive expectations around possible diplomatic contacts at the UN General Assembly in New York helped reduce inflation fears. Against this backdrop, the 10-year US Treasury yield fell to 4.93%, cooling negative sentiment in the sovereign bond market.
A potential de-escalation in the Gulf removes a large portion of the geopolitical premium from energy prices and reduces inflationary risks for the global economy. Nevertheless, the market remains highly sensitive to any foreign policy headlines. Traders who want to monitor commodity moves and react quickly to trend shifts can use the InstaTrade platform. Follow the link for more details.
US equity indices held near one-month highs on steady demand for technology names. The AI sector got an extra boost from a positive market reaction to Meta Platforms' new AI agent. With the Q3 earnings season about to begin, most institutional players are avoiding shorts, expecting strong operational results from sector leaders.
Despite lingering macro risks and elevated bond yields, investors continue to trust the fundamentals of the AI theme. Trader attention is gradually shifting to key technical levels on the S&P 500 and the upcoming US–China summit. Follow the link for more details.
The crypto market saw a sharp rally. Bitcoin pierced $87,000, and Ether held above $2,770 after geopolitical tensions eased. The trigger was US President Donald Trump's last-minute cancellation of a planned strike on Houthi positions in Yemen. The diplomatic turnaround followed emergency consultations with Saudi Arabia's crown prince, after which Houthi representatives publicly pledged to refrain from attacking US vessels in the Red Sea.
The shift in market expectations from military escalation to a local lull triggered a broad short-covering cascade. Buyers are now targeting a break above key resistance near $87,900, which would open the path toward the psychological $90,000 mark. Follow the link for more details.
The US dollar index (DXY) remains in bullish territory, trading close to late-July highs despite a short pause. The primary support for the dollar comes from hawkish comments by Federal Reserve officials calling for further interest rate hikes amid persistent inflation risks. Ongoing geopolitical uncertainty in the Middle East and increased US sanctions pressure on Iran also support demand for the dollar as a safe-haven asset.
At the same time, the scope for further DXY gains is being checked by corrections in commodity markets. Tehran's statement that it may reopen the Strait of Hormuz in exchange for lifting the trade blockade pulled oil down to two-week lows, easing inflation worries and preventing US yields from retesting recent peaks. Follow the link for more details.
