🇺🇸 AI Boom Set to Push S&P 500 Earnings Growth to 32% This Year – Bloomberghttps://t.co/xcU4ZmcSKg pic.twitter.com/CDfCWCn7zy

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

🇺🇸 Fearless US stock market vulnerable to shocks as midterms loom – Reutershttps://t.co/I1JlePd9TO pic.twitter.com/pduxpWnmWq

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

$AAPL | Apple’s iPhone Duo Price Starts At $1,999, Storage Ranges From 256gb To 2tb
– Pre-Orders Begin 16th October, Available From 23rd October

— LiveSquawk (@LiveSquawk) September 9, 2026

🇺🇸 AI spend per employee slumped at top firms in August — summer doldrums or a warning sign? – Tech Crunchhttps://t.co/leKOkED4Ks pic.twitter.com/zcbYjtmg62

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

OpenAI Names Top US AI Safety Official To Foundation Board – @FThttps://t.co/i1oBFAV2kU

— LiveSquawk (@LiveSquawk) September 9, 2026

🛢️ Fuel Price Premiums Reach Record Levels, Raising Alarm for Inflation Watchers – Bloomberghttps://t.co/Na8IF40rfu pic.twitter.com/68i9F3wSY0

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

#OOTT | EIA STEO Current Yr Crude F'cast (Bpd) Sep: 13.83M (prev 13.80M)
– Forward Yr Crude F'cast (Bpd): 14.26M (prev 14.15M)
– Current Yr Dry NatGas F'cast (BCF/d): 111.70 (prev 111.20)
– Forward Yr Dry NatGas F'cast (BCF/d): 115.90 (prev 116.00)https://t.co/lrkVjEAXgd pic.twitter.com/yhN7uRo83x

— LiveSquawk (@LiveSquawk) September 9, 2026

US mortgage rates just hit 6.85% – the highest in over a year!

Before the Iran war began, they had fallen to their lowest since 2022.

The chain is simple:

War pushes oil up → Oil pushes inflation up → Inflation pushes Treasury yields up → And mortgages price off… pic.twitter.com/ksMfc8E69n

— Nic (@puckrin) September 9, 2026

Fed to hold rates steady in rest of 2026; rising number of analysts see at least one hike: Reuters poll https://t.co/ISnIHCn2dJ

— Lauren Young (@LaurenYoung) September 9, 2026

https://t.co/l3R9ZzK0x6 pic.twitter.com/VGOWS2os7S

— LiveSquawk (@LiveSquawk) September 9, 2026

🇺🇸 #Trump Promises $5,000 Payment to US Adults if GOP Wins Midterms – Bloomberghttps://t.co/QQWzvv56MZ

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

🇺🇸🇨🇳 Trump administration expresses ‘profound concern’ over Ford’s ties to China – CNBChttps://t.co/OxpeVqFwaA

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

🇺🇸 🇮🇷 Iran and US hit tankers in biggest wave of attacks on shipping since war began – Reutershttps://t.co/liS30hijSa

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

US President Trump: On Strikes In Hormuz: The Attacks Were Made By Us, We Have Knocked Out 9 Of Their Oil Tankers; You’re Going To See A Lot More
– Expects War To End After The Election
– Doing Much More Than A Nuclear Deal
– Negotiation Could Happen

— LiveSquawk (@LiveSquawk) September 9, 2026

🇵🇰 Exclusive—Pakistan considers hitting Yemen's Houthis under Mecca pact upon Saudi request – Turkiye Todayhttps://t.co/lN0YFo4hlg

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

Trump’s Top Advisers Confront Possibility Iran War Lasts Through End Of Term – WSJhttps://t.co/wqVp4ehGv8

— LiveSquawk (@LiveSquawk) September 9, 2026

🇨🇳🇺🇸 China-US 10-Year Bond Yield Gap Widens to Record on Policy Split – Bloomberghttps://t.co/3aPH09hWyS pic.twitter.com/n93jlx4vXk

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

🇨🇳DeepSeek plans V4.1 Flash release around Sept 10, 2026; will route and bill V4 Pro traffic to Flash
DeepSeek said on its website it plans to release the V4.1 Flash model around Sept. 10, 2026 (Beijing time). Internal and external testing shows V4.1 Flash outperforms V4 Pro on…

— CN Wire (@Sino_Market) September 9, 2026

Bank Of Korea Warns On Derivatives Tied To Korean Chipmakers – BBGhttps://t.co/3vmhHa2mQV

— LiveSquawk (@LiveSquawk) September 10, 2026

🌎 Commodity prices near 18-year high, threatening global inflation – Nikkei Asiahttps://t.co/KWR3zpboDg

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

🇨🇳 #CHINA CHIPMAKERS RAISED PRICES FOR AI PROCESSORS: REUTERShttps://t.co/OJq7kiFlnS

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

🇨🇳China recorded 499 mln entries and exits in Jan-Aug; visa-free foreign arrivals rose 26.8% YoY. (https://t.co/QJPg5mMX1s) pic.twitter.com/29PFYSXeXd

— CN Wire (@Sino_Market) September 10, 2026

🇨🇳 Chinese Inflation Revives as Oil Spike, AI Boom Feed Into Prices – Bloomberghttps://t.co/imf8QRfEVi pic.twitter.com/05zKOnhrha

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 9, 2026

The Bank of Japan will keep raising its benchmark interest rate to ensure the price trend doesn't exceed 2%, board member Kazuyuki Masu has said, supporting expectations the bank will raise borrowing costs next week. https://t.co/oenX6Y9LUd

— The Japan Times (@japantimes) September 10, 2026

The Bank of Japan will hike interest rates to 1.25% on September 18 and then to 1.75% in the second quarter of 2027 — earlier than previously thought — a Reuters poll showed, amid persistent concerns over broadening price pressures and yen weakness. https://t.co/3qOE3hQ6aT

— Satoshi Sugiyama (@SatoshiJournal) September 10, 2026

China said it’s willing to hold talks with the US on artificial intelligence, but vowed to retaliate if Washington takes actions against Chinese companies over accusations of systematic technology theft https://t.co/AjE60Qpnjr

— Bloomberg (@business) September 10, 2026

N Korea has built two-storey uranium enrichment facility, says watchdog https://t.co/JoVNrTiizs

— BBC News (World) (@BBCWorld) September 9, 2026

🇺🇸🇪🇺 US Firms Unleash Record Wave of Bond Sales in Europe – Bloomberghttps://t.co/VBiAUjEMuT pic.twitter.com/LlG17lWRtu

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

Traders bet on 4 rate hikes from the ECB and BOE as oil surges https://t.co/Juau1Iv35c pic.twitter.com/r8yXs8XJiu

— Zoe Schneeweiss (@ZSchneeweiss) September 9, 2026

A measure of French bond risk rose to its highest level since Europe’s sovereign debt crisis more than a decade ago, a sign investors are increasingly wary over the country’s yawning budget deficit and uncertain politics https://t.co/BxtZboe0Z3 via @alicegledhill1 pic.twitter.com/33dMn7CHRu

— Zoe Schneeweiss (@ZSchneeweiss) September 10, 2026

Germany paid its highest borrowing cost for 10-year bonds since 2009, as investors demand higher compensation for sticky inflation and increased political uncertainty https://t.co/Mlm8UFmbzC pic.twitter.com/HrAOXvFGWy

— Zoe Schneeweiss (@ZSchneeweiss) September 10, 2026

French industrial output drops in a blow to the economic outlook https://t.co/RBnxSnufzd via @WHorobin pic.twitter.com/Nh1VKzMmge

— Zoe Schneeweiss (@ZSchneeweiss) September 9, 2026

🇬🇧 UK Food Inflation Will Hit 6% on El Niño and Drought, Firms Warn – Bloomberghttps://t.co/DNgCRpRPmZ pic.twitter.com/BpQHUmMX4W

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 9, 2026

ECB to hike interest rates again as Iran war fans inflation https://t.co/VSjeeDTND7 pic.twitter.com/XHxwADjnRq

— Zoe Schneeweiss (@ZSchneeweiss) September 10, 2026

ECB’s Nagel says AI will be the ‘litmus test’ for Europe’s future https://t.co/SI2MuFjAX5 pic.twitter.com/GSjfOWMAFp

— Zoe Schneeweiss (@ZSchneeweiss) September 9, 2026

France’s Lecornu seeks to trim ‘exceptional’ tax on big firms https://t.co/hN0RTpfZYn via @WHorobin @Newsbaum_ pic.twitter.com/wpL8xuBIBf

— Zoe Schneeweiss (@ZSchneeweiss) September 9, 2026

UK taxman to give homeowners 6 months to appeal the mansion tax https://t.co/mPwuLS4g4o via @tomelleryrees pic.twitter.com/EM4d5owtl1

— Zoe Schneeweiss (@ZSchneeweiss) September 9, 2026

🇮🇹🇪🇺🇨🇳 Italian lobby group calls for 80% EU tariff on Chinese cars and parts – Reutershttps://t.co/FXGljSOGPWhttps://t.co/ynB8MKzYbA

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 10, 2026

Europe’s efforts to prioritize its own industries and foster economic independence moved a step forward today when the Commission announced measures reaffirming its “Made in Europe” drive. https://t.co/0Gev8yPd5s

— Bloomberg (@business) September 10, 2026

EU envisions closer partnership with Canada than with the UK https://t.co/GffHRJ6DrN via @AfPalasciano @AlbertoNardelli @btaplatt pic.twitter.com/qIoCtrmAqH

— Zoe Schneeweiss (@ZSchneeweiss) September 9, 2026

Ireland to overhaul citizenship rules in a bid to curb immigration https://t.co/jtvPDiHadY via @livfletcher_ pic.twitter.com/BczGSOD4uW

— Zoe Schneeweiss (@ZSchneeweiss) September 9, 2026