US stock futures posted modest gains on Tuesday as investors readied themselves for the first of several economic data releases https://t.co/wAdmG1ZIno

— Bloomberg (@business) September 29, 2026

Add Jim Bianco to the list of bond investors who are turning bullish now that Treasury yields have moved above 5%. https://t.co/RyYdh0U6yZ

— Bloomberg (@business) September 29, 2026

🇺🇸 Nvidia share buyback plan gets $150 billion boost – CNBChttps://t.co/DCfMGjqrTN

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

🇺🇸 Anthropic launches cheaper AI model, its second release since CEO’s call for a slowdown – CNBChttps://t.co/Bo5WwsVcrH

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

At OpenAI's developer conference, Altman has to demonstrate that his company can catch up with Meta while signaling that it has a handle on the reckless behavior of its most powerful AI, @DaveLeeBBG says (via @opinion) https://t.co/YzTyFZe8E9

— Bloomberg (@business) September 29, 2026

Brazil FGV Inflation IGPM (M/M) Sep: 1.57% (est 1.55%; prev -0.22%)
– FGV Inflation IGPM (Y/Y): 3.34% (est 3.31%; prev 2.16%)

— LiveSquawk (@LiveSquawk) September 29, 2026

🇺🇸 #Fed's Cook sees further inflationary pressures ahead – Reutershttps://t.co/CY18DHldda

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

Speech by Governor Cook on AI and emerging tech: https://t.co/9CTyB8iWUH
Learn more about Governor Cook: https://t.co/iDmKda3aqa

— Federal Reserve (@federalreserve) September 28, 2026

Fed Has Never Hiked In October Ahead Of US Elections: UBS https://t.co/1zd5PKoQYh

— zerohedge (@zerohedge) September 28, 2026

🇺🇸 Hassett Signals ‘Outside’ Factors May Hit Deficit, GDP Goals – Bloomberghttps://t.co/WbN5Vzl9Dq

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

President Luiz Inácio Lula da Silva and right-wing challenger Flávio Bolsonaro are running neck and neck in polls https://t.co/z5YO8Fhiod

— Bloomberg (@business) September 29, 2026

🇺🇸 🇮🇷 US, Iran separately talk with mediators in latest bid to end war – Reutershttps://t.co/IkjICszwi8

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

🇮🇷 🇺🇸 Trump open to Iran sanctions relief for ‘concrete progress’ on nuclear issues, US official says – CNNhttps://t.co/g8WxI75CXT

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

🇮🇷 🇺🇸 Saudi Arabia's Alhadath reports Iran has agreed to halt uranium enrichment in exchange for easing of US sanctions ⬇️https://t.co/HD7MvLoV8W

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

Diplomatic Sources To Al Hadath: Washington And Tehran Feel "Frustration Over The Results Of The Current Negotiations" https://t.co/LBoHxClFWx

— LiveSquawk (@LiveSquawk) September 29, 2026

🇸🇦 Saudi Arabia resumes oil exports via East-West Pipeline after repairs – Saudi Gazettehttps://t.co/rBNbdgA14P

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

🇯🇵Japan 2-year bond yield nears 2% threshold
Japan's 2-year government bond yield is approaching the 2% mark for the first time in about 30 years, signaling markets increasingly expect a shift toward sustained inflation and that the Bank of Japan may need to push policy rates…

— CN Wire (@Sino_Market) September 29, 2026

Tokyo marked 34 straight days of rain Tuesday, the longest run since records began in 1886, the weather agency said https://t.co/gSlazLdNnH

— Bloomberg (@business) September 29, 2026

China Q2 Final Current Account Surplus $193.7 Bln (Prelim Surplus $195.1 Bln) – Fx Regulator
– Q2 Final Capital And Financial Account Deficit $157.1 Bln (Prelim Deficit $195.1 Bln

— LiveSquawk (@LiveSquawk) September 29, 2026

🇨🇳 #China Offers Mortgage Subsidies to Boost Ailing Property Sector – Bloomberghttps://t.co/XBxwxbp1yS

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

🇨🇳China to subsidize interest on residential mortgages from Oct. 1
China's Ministry of Finance said it will from Oct. 1 provide interest subsidies on newly issued commercial personal housing loans to lower homebuying costs and support first‑time, necessity-driven urban and rural… pic.twitter.com/aaRnZ5DXce

— CN Wire (@Sino_Market) September 29, 2026

🇨🇳 #China Expands Targeted Lending Support to Bolster Economy – Bloomberghttps://t.co/FAXobnhlYE pic.twitter.com/QVryPMF5AA

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

🇨🇳PBOC adjusts and refines several monetary policy tools.

PBOC cut the mortgage-supplementary lending (PSL) rate by 25 bps, lowering the one-year PSL rate to 1.50% from 1.75%. The central bank said the reduction aims to better incentivize policy banks to support the real… pic.twitter.com/rqcmRI0bAt

— CN Wire (@Sino_Market) September 29, 2026

At its meeting today, the Board decided to increase the cash rate target by 25 basis points to 4.60 per cent.

Read the full statement here: https://t.co/wXEMA1bRdH pic.twitter.com/JuxdSPrjPK

— Reserve Bank of Australia (@RBAInfo) September 29, 2026

🇨🇳 #China Signals Economic Stimulus to Counter Worsening Slowdown – Bloomberghttps://t.co/4eIEzTXbZe pic.twitter.com/sXwQMtzcxH

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

The Chinese military opened a new logistics base at an airport in Laos, expanding the People’s Liberation Army’s overseas presence https://t.co/b81uOw9Tk5

— Bloomberg (@business) September 29, 2026

🌎 Stocks and Bonds Find Relief as Oil Prices Ease: Markets Wrap – Bloomberghttps://t.co/AMtjXJUbjN pic.twitter.com/yf3NPqRwbh

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

🇬🇧 UK Pays Highest Yield Since 1999 at 10-Year Bond Auction – Bloomberghttps://t.co/4HaqktcS35 pic.twitter.com/XDBrHrwFqU

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 29, 2026

🇪🇺 Higher Bond Yields Are Raising Doubts About Europe’s Stock Rally – Bloomberghttps://t.co/veFPFpnMzc pic.twitter.com/XhITuW9liA

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 28, 2026

Volkswagen Braces For Huge Financial Hit From FCA Motor Finance Scheme – Sky Newshttps://t.co/YBMoO80fXB

— LiveSquawk (@LiveSquawk) September 29, 2026

Spain CPI (Y/Y) Sep P: 4.9% (est 4.6%; prev 4.3%)
– CPI (M/M): 0.3% (est 0.1%; prev 0.7%)
– CPI EU H. (Y/Y): 5.0% (est 4.9%; prev 4.6%)
– CPI EU H. (M/M): 0.6% (est 0.6%; prev 0.7%)
– CPI Core (Y/Y): 3.1% (est 3.0%; prev 2.9%)

— LiveSquawk (@LiveSquawk) September 29, 2026

Spanish inflation unexpectedly hits 5%, backing higher ECB rates https://t.co/wKC9kBQqKd via @basteiro pic.twitter.com/HPLst6cDtI

— Zoe Schneeweiss (@ZSchneeweiss) September 29, 2026

Italy PPI (Y/Y) Aug: 13.5% (prev 9.3%)
– PPI (M/M): 3.1% (prev 3.0%)

— LiveSquawk (@LiveSquawk) September 29, 2026

Eurozone Consumer Confidence Sep: -16.5 (est -16.5 prev -16.5)
– Eurozone Economic Sentiment: 97.9 (est 99.0; prev 98.4)
– Eurozone Industrial Sentiment: -3.8 (est -4.8; prev -5.3)
– Eurozone Services Sentiment: 6.1 (est 6.5; prev 5.8)

— LiveSquawk (@LiveSquawk) September 29, 2026

Europe’s LNG shift is breaking the economics of gas storage https://t.co/IybTAOVMMg via @MaznevaElena @Al_Brambilla pic.twitter.com/29fzPaGkA7

— Zoe Schneeweiss (@ZSchneeweiss) September 29, 2026

UK Mortgage Approvals Aug: 54.9K (est 56.1K; prev 56.1K)
– Net Lending Sec. On Dwellings: 4.4B (est 4.4B; prev 4.3B)
– Net Consumer Credit: 2.5B (est 1.9B; prev 2.0B)
– Consumer Credit (Y/Y): 9.6% (prev 9.2%)

— LiveSquawk (@LiveSquawk) September 29, 2026

UK mortgage approvals fall to 32-month low as loan costs bite https://t.co/88qJlyy4V4 via @irinaanghel12 pic.twitter.com/uUCCZoOOng

— Zoe Schneeweiss (@ZSchneeweiss) September 29, 2026

Lagarde: To ensure that inflation stabilises at our 2% target in the medium term, we raised interest rates by 25 basis points at our latest monetary policy meeting.

We see higher inflation ahead but no signs yet that it is becoming embedded.

— European Central Bank (@ecb) September 28, 2026

Guessing ECB hikes is easier than picking its next president https://t.co/jZ55AfsWQJ via @CraigStirling pic.twitter.com/TS9KzvPIV8

— Zoe Schneeweiss (@ZSchneeweiss) September 29, 2026

France accrued nearly €3.6 trillion in debt amounting to 119% of gross domestic product as of the end of June, national statistics agency Insee said today https://t.co/OWwvRqV10v.https://t.co/cXsMkaLC5a

— POLITICOEurope (@POLITICOEurope) September 29, 2026

Ukraine is facing a financing shortfall of as much as $54 billion through 2029 as the war-torn nation seeks more funding from partners to repel Russia’s invasion https://t.co/CvFo4SB5Qt

— Bloomberg (@business) September 29, 2026

Russia plans to spend 17.1 trillion rubles ($202.58 billion) on defense in 2027, around 27% more than the amount originally budgeted and the highest figure since the start of the war in Ukraine, government documents seen by Reuters showed. https://t.co/xEOJmEGgpx

— The Moscow Times (@MoscowTimes) September 28, 2026

European Union officials are increasingly sanguine that the US will hold off hitting the region with a diesel export ban that would intensify a supply crunch https://t.co/QlpuVmHPMd

— Bloomberg (@business) September 29, 2026

Jordan Bardella, the head of the far-right National Rally, said he’s asked his lawyer to lodge a lawsuit after a French online news site published an article alleging he made a series of antisemitic comments over a decade ago https://t.co/Cj06sZgrQz via @gaspardsebag pic.twitter.com/h7QC8Vj4n4

— Zoe Schneeweiss (@ZSchneeweiss) September 29, 2026

AI may force 11 million workers into new jobs, McKinsey says https://t.co/MoN1dx5rED via @_constantjo pic.twitter.com/EyDob3MNfB

— Zoe Schneeweiss (@ZSchneeweiss) September 29, 2026