What moved markets on September 26, 2026

Iran says diplomacy is only solution after Trump rejects peace plan.

Iran's Aragchi: negotiated solution is the only way to end deadlock, that is our stance.

Iran's Aragchi: negotiated solution is the only way to end deadlock, that is our stance. Iran's Araqchi: conditions clear, any opening of Strait of Hormuz depends on them.

Iran's Araqchi: awaiting mediators to relay final views for decision-making.

Iran's Araqchi: awaiting mediators to relay final views for decision-making. Iran's foreign minister Araqchi: First reaction from U.S. president seen, but mediators have not yet communicated anything to us.

the US session is handing over to Asia.

the US session is handing over to Asia. The current cross-market regime is NEUTRAL. The largest measured moves in the current snapshot are VIX down 5.11 percent, NIKKEI up 1.3 percent, SSE down 1.22 percent.

Hurricane Polo turns northwest, approaches Baja California Sur Monday.

Boeing flags 737 MAX software glitch affecting landing navigation.

Hurricane Polo downgraded to Category 4, landfall expected in Baja California Sur Monday.

Ukraine intercepting 55% of Russian jet-powered drones: Zelenskiy.

Russia and Germany foreign ministers hold first talks since 2022.

Iraq says US agrees to continue dollar cash shipments.

Different Readouts, Modest Progress: U.S.

Different Readouts, Modest Progress: U.S. and China Offer Varying Takes on Summit Results — Barrons.com.

Lavrov urges US to lift blockade of Cuba and strike it off terror list.

Saudi Aramco works with Evercore on gas unit plans, Bloomberg reports.

Exxon Mobil Joliet refinery resumes operations after power outage.

Exxon Mobil Joliet refinery resumes operations after power outage. The next scheduled risk is The President attends the University of Tennessee vs. University of Texas College Football Game at 16:00 UTC.

Trump predicts US and Cuba will reach a deal.

Trump predicts US and Cuba will reach a deal. The next scheduled risk is The President attends the University of Tennessee vs. University of Texas College Football Game at 16:00 UTC.

Saudi Aramco works with Evercore on gas unit gas division plans.

Saudi Aramco works with Evercore on gas unit gas division plans. The next scheduled risk is The President attends the University of Tennessee vs. University of Texas College Football Game at 16:00 UTC.

Apple hit with record $5.7B patent verdict.

Trump says he spoke with Venezuela's Rodriguez about elections.

Trump says he spoke with Venezuela's Rodriguez about elections. FedWatch's Ben Emons Sees 10-Year Treasury Yield Hitting 6% By January 2027 — Warns It Could Put Housing ‘In A Crunch’ And Slow The Economy.

Russia's Lavrov meets German counterpart on sidelines of UN General Assembly.

Swiss finance minister says UBS unlikely to leave its home base.

China urges respect for Gulf sovereignty, end to Cuba blockade.

Apple to appeal $5.7 billion US patent verdict over haptic technology.

Germany minister calls for expedited deportation after mass border crossings.

Norway's Gassco schedules 9.4 mcm/day outage at Sleipner gas field.

Platinum Analytics (PLTS.O) suspended after Nasdaq panel upholds delisting decision.

Gold Fields said to express interest in buying Northern Star.

Trump says Iran cannot have nuclear weapon.

Trump rejects Iran seven-day ceasefire proposal, WSJ says.

Ukraine says it struck Ilsky oil refinery.

Fed requests comment on two proposals for stablecoin issuers under GENIUS Act.

Hurricane Polo strengthens to Category 5, near Baja California Sur.

Hurricane Polo strengthens to Category 5, near Baja California Sur. The next scheduled risk is The President participates in Executive Time at 12:00 UTC.

TotalEnergies takes final investment decision on Absheron full-field development in Azerbaijan.

TotalEnergies takes final investment decision on Absheron full-field development in Azerbaijan. The next scheduled risk is The President participates in Executive Time at 12:00 UTC.

Azerbaijan signs investment agreements worth more than $10 billion.

Covered U.S. Exports Include Agricultural Goods, Medical Devices —White House — WSJ.

Covered U.S. Exports Include Agricultural Goods, Medical Devices —White House — WSJ. SNB chairman Schlegel: can maintain interest rates as inflation hits target. Venezuela returns from US visit with no deals, no firm election date.

Kremlin: Putin talks Ukraine and energy collaboration in call with Serbia's Vucic.

Kremlin: Putin talks Ukraine and energy collaboration in call with Serbia's Vucic. Covered Chinese Imports Include Small Appliances, Children's Car Seats — White House. Board of Trade Agreed on $30 Billion Worth of Goods Flow in Either Direction — White House.

Nubank in talks to buy Monzo at about £10 billion valuation, Sky News says.

Romania budget deficit at 2.89% of GDP at end-August.

Nubank in early talks to buy Monzo at about £10 billion valuation.

Ukrainian military: It hit Ilsky oil refinery in southern Russia.

Monzo in talks to sell to Nubank at about £10 billion valuation, Sky News reports.

India orders 112 captive coal plants to maximise output on demand surge.

Invenergy Ontario 616 MW St Clair gas power plant returns to service - Ontario IESO.

Apax nears deal to buy Warburg Pincus out of Odido stake.

Trump seeks to withhold more than $800 million in approved funds.

Anthropic Loses Key Court Fight With Pentagon.

Taiwan official says US arms sales are important US interest after Trump-Xi summit.

Taiwan official says US arms sales are important US interest after Trump-Xi summit. Google says ShinyHunters expanded attacks on Oracle's PeopleSoft.

Nations Should Trade With U.S.

Nations Should Trade With U.S. Rather Than Iran, U.S. Treasury Says — WSJ. U.S. Treasury Says Top Official Traveled to Middle East, Europe With Warning to Iran's Trading Partners — WSJ.

Iran awaits US response to proposal to reopen Strait of Hormuz.

Saudi-led coalition intercepts two Houthi drones towards Riyadh.

Saudi-led coalition intercepts two Houthi drones towards Riyadh. The next scheduled risk is The President delivers Closing Remarks at 01:45 UTC.

South Africa open to talks with US after visa dispute, Lamola says.

South Africa open to talks with US after visa dispute, Lamola says. The next scheduled risk is The President participates in a Pull-Aside Meeting with the President of the Republic of Korea [Note: time is approximate] at 01:00 UTC.

Immutep (IMMP.O) halted: news pending at 07:50 PM ET.

Immutep (IMMP.O) halted: news pending at 07:50 PM ET. The next scheduled risk is The President and The First Lady participate in a State Dinner with the President of the People's Republic of China and Madame Peng at 00:10 UTC.