
Find here our morning brief which compiled the main macro news — released on Twitter — concerning Americas, Asia and Europe.
Markets
🇺🇲 AI Trade Roars Back as Meta’s Personal Agent Fuels Optimism – Bloomberghttps://t.co/McNlZ6VDQn pic.twitter.com/SE6XQ6P8hE
— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 22, 2026
AMD became the fourth US chipmaker to exceed a $1 trillion market cap, as traders piled into AI-related stocks.https://t.co/xEy6xM7cgv pic.twitter.com/IjqptlY6kj
— Semafor (@semafor) September 22, 2026
McDonald's $MCD falls to its lowest price since July 2024 📉 📉 pic.twitter.com/946udLXqku
— Barchart (@Barchart) September 22, 2026
*Focus on AI
🇺🇲 Meta’s New Muse AI App Tops Charts, Draws Strong Reviews – Bloomberghttps://t.co/ghXbgT0Ogq
— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 22, 2026
Economic Indicators and Prospects
It's official.
— The Kobeissi Letter (@KobeissiLetter) September 21, 2026
US diesel prices are now above $6.50/gallon for the first time in history.
The average price of diesel in the US hit $6.51/gallon this morning, now up +101% since the low seen in January.
This has pushed California's average diesel price to $8.42/gallon, the…
GS: Steady 2, two and a quarter, US real GDP growth ongoing pic.twitter.com/nkRY8i9Ycu
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) September 21, 2026
Housing
The WSJ tackles the apartment debt topic… While it's taken longer than expected for distress to emerge, more is emerging, and it's particularly concentrated in certain types of assets — value-add deals bought at the cycle's peak. pic.twitter.com/JvMuMDuRXR
— Jay Parsons (@jayparsons) September 21, 2026
Monetary Policy
📣 MARKET IMPACT
— Metals Mine (@MetalsMine) September 21, 2026
Fed Goolsbee: Not Viewing Rate Hike As Taking Back 2025 Cuts$gold #preciousmetals https://t.co/LR0mJWly9b
ICYMI: Fed's Musalem says more rate hikes likely needed as inflation risks stay elevatedhttps://t.co/5RBsnwlUdf
— investingLive (@investingLive_) September 22, 2026
Bank of Canada says new US tariffs could slash fourth quarter growth https://t.co/IuLMFfY1e8
— Giovanni Staunovo🛢 (@staunovo) September 22, 2026
Trade, Politics and Geopolitics
🇺🇸 🇧🇾 Trump says US is working on deal to purchase potash from Belarus – Reutershttps://t.co/hDpl7otHp5
— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 22, 2026
Trump presses Zelenskyy to stop hitting Russian refineries https://t.co/zjBIG9clPx
— Financial Times (@FT) September 21, 2026
US To Open Two New Military Bases In Greenland, Sources Say – RTRShttps://t.co/ZbEGNCIcVN
— LiveSquawk (@LiveSquawk) September 21, 2026
OpenAI President, MAGA Inc Donor To Attend Trump-Xi State Dinner – Politicohttps://t.co/rYe6M5fjeA
— LiveSquawk (@LiveSquawk) September 22, 2026
Focus on Middle East conflict
Iran says it has sent conditions to Washington through Qatari mediators for restarting negotiations aimed at ending the U.S.-Iran war. Iranian security chief Mohsen Rezaei said Tehran is now waiting for President Donald Trump’s response.
— Benzinga (@Benzinga) September 21, 2026
Rezaei said Iran’s conditions include an… pic.twitter.com/NCZ6bpQruZ
Saudis Tell Asian Refiners They Can Soon Pick Up Oil From Yanbu – BBGhttps://t.co/gPgbUwph1E #OOTT
— LiveSquawk (@LiveSquawk) September 22, 2026
Markets
South Korean semiconductor and equipment stocks rose Tuesday, following gains in US peers, as early signs of success for Meta Platforms Inc.’s new AI agent boosted investor sentiment https://t.co/6AHwPDP8R8
— Bloomberg (@business) September 22, 2026
🇨🇳 Alibaba Unveils AI Chip to Drive Global Data Center Buildout – Bloomberghttps://t.co/Cp6l2SK10Q
— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 22, 2026
Economic Indicators and Prospects
🇨🇳 #China’s Gold Imports Top 1,000 Tons on Strong Investment Demand – Bloomberghttps://t.co/ZOsGIkocvI pic.twitter.com/W7pWVQPEWz
— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 22, 2026
Monetary Policy
RBNZ's Breman says higher oil prices point to firmer near-term inflationhttps://t.co/K8L4XdX9P3
— investingLive (@investingLive_) September 22, 2026
A #BankofKorea board member said on Tuesday that the central bank will determine the timing and pace of further interest rate hikes by closely monitoring inflation, economic growth and financial stability, Reuters reported.#ETMarkets
— ETMarkets (@ETMarkets) September 22, 2026
Read more here https://t.co/A67USFLVhw
Trade, Politics and Geopolitics
🇮🇳🇳🇿India's trade minister said a trade agreement with New Zealand will provide duty-free access to New Zealand for 100% of India's exports. (https://t.co/rTgQwnA0jd)
— CN Wire (@Sino_Market) September 21, 2026
🇺🇸🇨🇳 China and US Discuss AI, Investment on Second Day of Trade Talks – Bloomberghttps://t.co/qpKfRJxTBZ
— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 22, 2026
China and the EU should find a way to avoid a confrontation over trade, Foreign Minister Wang Yi says — comments that come as a deadline to find solutions to the two sides’ differences approaches https://t.co/OujsSxEhpG pic.twitter.com/on2Vw5r2n1
— Zoe Schneeweiss (@ZSchneeweiss) September 22, 2026
Markets
VW ejected from European blue-chip index in blow to crisis-hit carmaker https://t.co/xpzylp2Beg
— Financial Times (@FT) September 21, 2026
So much bad news is priced into European auto stocks that some see Volkswagen's profit warning as evidence that things can only get better https://t.co/twe57Oeui5
— Bloomberg (@business) September 22, 2026
Economic Indicators and Prospects
France Retail Sales Ex-Auto (M/M Jul: 0.8% (prev 0.4%)
— LiveSquawk (@LiveSquawk) September 22, 2026
Leading Institutions Double German Growth Forecast – @handelsblatt https://t.co/4H4ErORRXt
— LiveSquawk (@LiveSquawk) September 21, 2026
Monetary Policy
ECB's Lane: Eurozone Economy Should Continue Growing At Steady But Moderate Pace If Energy Shock Does Not Intensify
— LiveSquawk (@LiveSquawk) September 21, 2026
– Second Wave Of Energy-Price Increases Will Push Inflation Higher Before It Falls Toward Target From Mid-2027
The second wave of energy price increases means inflation is likely to be higher for longer before falling back towards target from mid-2027 onwards, Chief Economist Philip R. Lane tells @LeTemps.
— European Central Bank (@ecb) September 22, 2026
He also discusses growth, government spending and AI https://t.co/M9BSfSH14U pic.twitter.com/ZpEPbGJFwB
BOE’s Breeden says time running out to stop AI crashing markets https://t.co/5TTiqLkkuM via @tomelleryrees @irinaanghel12 pic.twitter.com/XWR8yZ7R8i
— Zoe Schneeweiss (@ZSchneeweiss) September 21, 2026
Fiscal Policy
UK borrowing exceeds forecast in budget setback for Healey https://t.co/YcPI5uUMbT via @PhilAldrick pic.twitter.com/vaZqcOYGA2
— Zoe Schneeweiss (@ZSchneeweiss) September 22, 2026
UK Public Sector Net Borrowing (GBP) Aug: 18.3B (est 15.5B; prev 1.8B; prev R 2.0B)
— LiveSquawk (@LiveSquawk) September 22, 2026
– PSNB Ex Banking Group: 18.3B (prev 1.8B; prev R 2.0B)
– Public Finances (PSNCR): 10.0B (prev -29.0B; prev R -26.8B)
– Central Government NCR: 10.0B (prev 2.8B; prev R 3.0B)
Trade, Politics and Geopolitics
Merz keeps revolt at bay as German election debacle stuns party https://t.co/ZvbZfzr1NK via @ArneDelfs pic.twitter.com/oqD5y4NQlw
— Zoe Schneeweiss (@ZSchneeweiss) September 21, 2026
Merz digs in as Europe absorbs another far-right surge https://t.co/693aSIpN9B via @suzannelynch1 pic.twitter.com/5jietHAudW
— Zoe Schneeweiss (@ZSchneeweiss) September 21, 2026
⚠ #WeekAhead #Preview: Week 39 (2026) ⚠
— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 20, 2026
🇺🇸🇨🇳 Trump-Xi Talks
🌎 UN General Assembly
🇩🇪 German State Elections' Results
🌎 #OECD Economic Outlook
🌎 Central Banks' Rate Decisions
🌎 Global Flash PMIs
…https://t.co/lvkX9f4rTW