A selloff in Treasuries resumed Monday as oil rallied after President Donald Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz, intensifying inflation concerns https://t.co/QQZqERgKFO

— Bloomberg (@business) September 28, 2026

Hartnett Unveils The Two Numbers That Trigger A Risk-Off Deleveraging Cascade https://t.co/UCNUol7qAZ

— zerohedge (@zerohedge) September 27, 2026

The top 10% of AI customers account for 99.5% of model-serving spend and 99% of neocloud spend, leaving the bottom 90% of firms with 0.5% and 1%: Apollo pic.twitter.com/npmKbOV75r

— zerohedge (@zerohedge) September 28, 2026

Nvidia could generate $13 billion in revenue from these AI chip sales in China. pic.twitter.com/DJNv2RgQl5

— Jukan (@jukan05) September 27, 2026

Bring Your Own Power Plant: Goldman Now Sees Behind-The-Meter Powering 25% Of All Data Centers By 2030 https://t.co/0XFc6adfhW

— zerohedge (@zerohedge) September 28, 2026

u welcome pic.twitter.com/rRt61AJy11

— zerohedge (@zerohedge) September 26, 2026

Data centers facing $800BN revenue shortfall, not to mention 50GW energy shortfall.

Can circle jerk money into existence, but gigawatts a little more difficult pic.twitter.com/oiRsjdiVOV

— zerohedge (@zerohedge) October 8, 2025

"The Reference Chart Of 2027": Definitive Snapshot Of The Entire AI/Data Center Debt Universe https://t.co/0mTojf2ohM

— zerohedge (@zerohedge) September 27, 2026

US consumer sentiment is sinking as inflation fears intensify:

The University of Michigan’s consumer sentiment index fell to 48.1 in September, down from 51.7 in August, its 2nd-lowest level ever.

The decline was broad-based, with the outlook for the economy over the next year… pic.twitter.com/R37Jl4X7aN

— Global Markets Investor (@GlobalMktObserv) September 27, 2026

Bond Market On The Brink Of Sounding Alarm On US Economy https://t.co/B3rgGdmhEC

— zerohedge (@zerohedge) September 27, 2026

GS: We preliminarily forecast +0.24% for monthly core CPI in September and +0.22% in October

Thereafter, we expect cooler core CPI readings (November: +0.12%, December: +0.11%) pic.twitter.com/ecARuA0J4x

— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) September 27, 2026

Fed Faces Prospect of Another Interest Rate Increase Just Before Midterm Elections – The New York Times https://t.co/MxU2lPGTNh

— Andro (@AndroOxinu) September 27, 2026

JPM (Feroli): Market pricing for policy rates across central banks rose sharply again this week, led by a repricing of the Fed toward nearly 5% by next September, with rates expected to remain around that level into 2028. This amounts to roughly a 75bp increase over the past… pic.twitter.com/euJJLa4LlV

— Neil Sethi NEW account (@neilsethinew) September 27, 2026

Treasury Secretary Scott Bessent said Federal Reserve policymakers should keep an “open mind” on interest rates, arguing that productivity gains from artificial intelligence and deregulation will help keep US inflation in check. https://t.co/isIAO2nY2P

— Bloomberg (@business) September 27, 2026

US President Donald Trump sought on Friday to unilaterally withhold more than $800 million in spending on immigration, race and education that Congress has approved. https://t.co/4bRebNlZyD

— Reuters Legal (@ReutersLegal) September 26, 2026

🇺🇸🇨🇳 US, China Release Product Lists for $30 Billion Tariff Deal – Bloomberghttps://t.co/8SNMljDTjC

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

🇺🇸🇨🇳 Here’s the List of Goods the US, China Agreed on for Tariff Cuts – Bloomberghttps://t.co/oHOougtNgL

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

🇺🇲 🛢️ Trump Says He’s ‘Very Seriously’ Thinking of Diesel Export Ban – Bloomberg
– “We’re thinking about it very seriously,” President Donald Trump says after being asked about a possible export ban on diesel.
– “We’re looking at it very seriously. We may do it,” he tells an…

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

As Trump Says He Is "Verious Seriously" Looking At A Diesel Ban, Goldman Models Out What It Would Look Like https://t.co/5hWYwLZTx3

— zerohedge (@zerohedge) September 28, 2026

🇺🇲🇮🇷 After nixing Iran proposal, Trump tells Axios he expects talks this week – Axioshttps://t.co/wnHuWvIbtf

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

🇺🇲🇮🇷 Iran insists on diplomatic solution after #Trump rejects peace plan – Reutershttps://t.co/8Pa6uZT4gO

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

🌏 Emerging Stocks Slide as Oil Gains on Renewed Mideast Tensions – Bloomberghttps://t.co/1Tb905AD0y pic.twitter.com/FVw2LOWhyY

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

🇨🇳 Global Funds End Underweight Position on China After Four Years – Bloomberghttps://t.co/LOlQ5WrNRR pic.twitter.com/9FCvA0l0Lx

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

🇨🇳 Chinese Stocks Hit One-Year Low as Chip, Optical Firms Slide – Bloomberghttps://t.co/6lqQvB1S4Y pic.twitter.com/murDhlrwCf

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

🇯🇵 #Japan’s Two-Year Bond Yield Nears 2% as BOJ Rate Hike Bets Mount – Bloomberghttps://t.co/CnWScE4JD8 pic.twitter.com/VGz61BIVSl

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

🇰🇷 South Korea’s Three-Year Yield Rises to Highest Level Since 2022 – Bloomberghttps://t.co/nMYOXhdyQx pic.twitter.com/SupAJYKUtM

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

🇨🇳 #China’s Industrial Profits Grow at Weakest Since November Slump – Bloomberghttps://t.co/C8xG8ILgGg pic.twitter.com/WeDzWo2q7i

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

🇨🇳China's National Bureau of Statistics said profits of industrial enterprises above designated size rose 15.7% year-on-year in January–August 2026.

NBS Interpretation on Jan–Aug 2026 Industrial Enterprise Profits​​
In January–August 2026, industrial enterprises above… pic.twitter.com/qnIJS7fA3a

— CN Wire (@Sino_Market) September 28, 2026

🇨🇳 *CHINA MID-AUTUMN FESTIVAL SEES 6.7M BORDER CROSSINGS: CCTV – BBG

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

🇨🇳 #China’s tourism sector and consumer spending surged during the Mid-Autumn Festival holiday, as many travelers extended their vacations by combining the three-day festival break with the upcoming National Day Golden Week, Securities Times reported.
➡️ That has brought forward…

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

🇨🇳 #China | #Shanghai’s holiday economy gained momentum over the Mid-Autumn Festival break as authorities combined aggressive consumer subsidies with a growing range of tourism, entertainment and cultural offerings, Shanghai Securities News reported.
➡️ The city welcomed 7.17…

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

🇯🇵 #Japan's corporate services inflation hits 2-year high – Reutershttps://t.co/cSTtKFBoUB

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

China Extends Mortgages To 40 Years, But Homebuyers Remain Reluctant To Borrow https://t.co/xlrejP1efe

— zerohedge (@zerohedge) September 28, 2026

#RBA is going to have to hike towards 6% cash rate to bring the 'everything bubble' under control
—
'RBA faces rate squeeze as 60-year building surge fires up inflation'

'The value of residential and non-residential building approvals is expected to reach as high as 11 per… pic.twitter.com/zYm2rHZ1tx

— Sam 🇦🇺🇺🇦 (@samstrades) September 28, 2026

🇨🇳🇺🇸MOFCOM: US, China agree reciprocal $30 bln tariff-reduction framework under Trade Council
The US will cut tariffs on about $30 bln of imports from China, including toys, home appliances, baby products, kitchen and bathroom goods, and seasonal gifts. China will cut tariffs on… pic.twitter.com/94ICDabqmY

— CN Wire (@Sino_Market) September 28, 2026

China and the United States have agreed to cut tariffs imposed on $60 billion worth of goods imported from each other, on an array of products ranging from US corn to cosmetics, and from Chinese household appliances to toys. https://t.co/KLQdPS5Jvz

— Reuters China (@ReutersChina) September 28, 2026

🌎 Bonds Drop With Stocks as Iran Tensions Boost Oil: Markets Wrap – Bloomberghttps://t.co/ps4kZLkG8e pic.twitter.com/R8HngTYsM3

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

Euro zone’s inflation rate is about to reach highest level since 2023 https://t.co/Ulal3dZ9Gc pic.twitter.com/vkvctlflts

— Zoe Schneeweiss (@ZSchneeweiss) September 25, 2026

Norway Retail Sales Ex-Auto Fuel (M/M) Aug: 0.6% (prev -0.7%)

— LiveSquawk (@LiveSquawk) September 28, 2026

Spain Total Mortgage Lending (Y/Y) Jul: 19% (prev 27.4%)
– House Mortgage Approvals (Y/Y): -3.5% (prev 10.8%)

— LiveSquawk (@LiveSquawk) September 28, 2026

ECB has no ‘miracle solution’ for France’s debt, Moulin says https://t.co/c8j0S3L13o via @WHorobin pic.twitter.com/eti0j1kUfC

— Zoe Schneeweiss (@ZSchneeweiss) September 26, 2026

Four ECB scenarios sketch a succession plan for the post-Lagarde era https://t.co/mcMOjAptQa via @CraigStirling pic.twitter.com/gZ47yQa9AS

— Zoe Schneeweiss (@ZSchneeweiss) September 27, 2026

BOE Governor Andrew Bailey warned it will get harder to resist pressure to raise interest rates the longer high oil and gas costs persist https://t.co/QgRM202xnk

— Bloomberg (@business) September 25, 2026

Inside Europe's Deadlocked Budget Talks – POLITICOhttps://t.co/cxqx44wxsT pic.twitter.com/01NFnE5qtP

— LiveSquawk (@LiveSquawk) September 28, 2026

The French government is considering a change to the way payroll tax deductions are calculated in its 2027 budget bill, which would effectively bring in an extra €3 billion to €3.5 billion from firms, Les Echos reports https://t.co/2PqryFdNGB pic.twitter.com/4vu6QvyPT2

— Zoe Schneeweiss (@ZSchneeweiss) September 27, 2026

Voluntary moves by energy majors to reduce or cap Italian prices remove the difficult political calculus of further taxing business in what will likely be Giorgia Meloni’s last budget ahead of 2027’s general elections https://t.co/mzxNoAxkkr via @donatopmancini pic.twitter.com/luhBmPUU60

— Zoe Schneeweiss (@ZSchneeweiss) September 27, 2026

Italian Energy Giant Eni Caps Fuel Prices As Refining Crunch Drives Costs Higher https://t.co/s72yqjTaEi

— zerohedge (@zerohedge) September 28, 2026

A difficult UK budget hangs over John Healey at Labour gathering https://t.co/P5wYsGUMnG via @Joe_Mayes @alexwickham pic.twitter.com/zAEbRBnFwy

— Zoe Schneeweiss (@ZSchneeweiss) September 27, 2026

French conservatives to keep Senate majority as far right gains https://t.co/SqVZMerJB2 via @Alanrkatz @SamyAdghirni pic.twitter.com/ZsgSh77FT8

— Zoe Schneeweiss (@ZSchneeweiss) September 28, 2026

Italy’s newest far-right party chases its first parliament win https://t.co/mt8EMbkk4G via @donatopmancini pic.twitter.com/YXCBOS1gtG

— Zoe Schneeweiss (@ZSchneeweiss) September 27, 2026

EU Countries Consider Nato-style Joint Responses To Russian Hybrid Attacks – FThttps://t.co/nhi50XtryS

— LiveSquawk (@LiveSquawk) September 28, 2026

⚠ #WeekAhead #Preview: Week 40 (2026) ⚠️

🇺🇸 U.S. #Jobs Report
🇺🇸 🇪🇺 🇦🇺 🇰🇷 🇯🇵 U.S., Eurozone, Australia, SK and Tokyo #Inflation Reports
🇦🇺 #RBA Meeting
🌎 Central Bank Speeches from the #Fed, #ECB, and #BOE
…https://t.co/W0nfzJtUnm

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 27, 2026

⚠ Top 10 Macro/Financial Charts of the Week – w39 (2026)⚠️

*HT @RealEJAntoni, @neilsethinew, @zerohedge, @NickTimiraos, @kurtsaltrichter#Rates #Bonds #AI #China #Autoshttps://t.co/j64Hq1OvcX

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 27, 2026