Trump2026-09-29 14:42:54Trump Says Iran Is in Serious Retreat and Oil Prices Will Fall SharplyU.S. President Donald Trump said Iran is in "serious retreat" and that the situation will end soon, according to a newsflash published by Odaily and attributed to Jin10. He also said oil prices will "fall sharply." In the same remarks, Trump said that when people write the history of the United States in the years ahead, action taken against Iran will be listed as one of the most important things "we have ever done." The brief did not provide further details on the comments or the specific context in which they were made. The item was published as a 7x24 newsflash by Odaily on Sept. 29, 2026.200
WTI crude2026-09-29 11:52:21WTI crude touches $90 a barrel, while Brent slips below $96WTI crude fell to $90 per barrel on Sept. 29, down 2.25% on the day, according to market data from Bitget cited by BlockBeats. Brent crude also moved lower, dropping below $96 per barrel with an intraday decline of 2.42%. The move was reported as a brief market update rather than a longer analysis. The figures in the report point to broad weakness across the two benchmark oil contracts during the session. No additional drivers or trading context were provided in the source update. The data cited in the report came from Bitget, and the item was published by BlockBeats on Sept. 29.170
oil prices2026-09-29 12:35:08Oil prices extend losses as WTI crude falls 3% intradayInternational oil prices moved lower on Sept. 29, according to market data cited by BlockBeats from Bitget. West Texas Intermediate, or WTI, crude fell 3.00% during the day and was quoted at $89.24 per barrel at the time of the update. Brent crude was also down, posting a 2.6% decline. The item was published by BlockBeats under the market analysis category. No additional context, drivers, or broader market implications were provided in the source update. The report was limited to the quoted price move and the latest levels shown in Bitget market data.160
Wintermute2026-09-29 11:34:02Wintermute says oil prices and Treasury yields are shaping October rate expectations and key BTC levelsWintermute said risk assets kept rising last week even after the U.S. 10-year Treasury yield moved above 5%, a level not seen since 2007, with no clear flight-to-safety move showing up across markets. Crypto assets led the advance, with altcoins up about 5%, followed by BTC, while the Nasdaq also posted gains and long-dated U.S. Treasuries with maturities above 20 years were the weakest segment. In the firm’s view, oil prices are now the main variable for October rate-hike expectations. It said crude flows through the Strait of Hormuz remain well below pre-conflict levels, while Brent crude is trading near $103 a barrel. If oil stays around or above $100 a barrel, expectations for another October hike may remain elevated. The focus would then shift to whether risk assets can absorb another near-term rate increase while bonds remain under pressure. On crypto, Wintermute said BTC closed above its 50-week moving average for the first time last week. It identified $82,500 as the upper bound of the prior trading range and the key level to watch this week. Holding that level could support the earlier breakout, while a drop below it would put the validity of the move back under scrutiny. The report also noted rising BTC dominance, broad altcoin participation, and continued institutional positioning in low-delta year-end call options and call spreads.170
RBA2026-09-29 08:40:53RBA lifts cash rate to 4.60%, citing oil prices and AI-driven inflation pressureThe Reserve Bank of Australia raised its cash rate target by 25 basis points to 4.60% on Sept. 29, marking its fourth increase this year and taking rates to their highest level in 15 years, according to ABC. In its policy statement, the RBA said inflation remains too high and warned that some upside risks flagged in August are now materializing. The central bank pointed to a wider Middle East conflict that has pushed global energy prices well above the assumptions used in its August forecast, while demand tied to artificial intelligence has lifted prices for technology-related goods worldwide. The RBA also said domestic businesses are still facing cost pressure and have either raised prices already or are preparing to do so. Higher fuel costs have partly flowed through to other goods and services, short-term inflation expectations remain elevated, and recent inflation readings came in stronger than expected at the time of the previous meeting. ABC reported that Australia’s July headline inflation rate was 3.5% year over year and core inflation was 3.6%, both above the RBA’s 2% to 3% target band. The bank said it is prepared to raise rates again if needed, while BetaShares chief economist David Bassanese said his base case is another 25-basis-point increase to 4.85% on Melbourne Cup Day.150
Goldman Sachs2026-09-29 03:00:57Goldman Sachs Keeps 2026 U.S. GDP Forecast at 2.2%, Says Markets Overstate Rate and Oil DragGoldman Sachs left its 2026 U.S. GDP growth forecast unchanged at 2.2% in its Sept. 28 U.S. Economics Analyst note, a figure only 0.3 percentage points below its estimate at the start of the year. The bank argued that markets have overstated the economic damage from higher interest rates and rising oil prices. According to Goldman, the net change in financial conditions since January has been minimal because higher rates were nearly offset by stronger equity prices, tighter credit spreads, and a weaker U.S. dollar, leaving only a 0.1 percentage point drag on 2026 GDP. The report, cited in a TechFlowPost write-up by Rita, said oil prices are a larger headwind, but still manageable. Goldman estimated that the oil shock would reduce full-year GDP growth by about 0.3 percentage points on a net basis, with the main hit coming through consumer spending as higher energy costs erode real purchasing power. That drag is partly offset by a rebound in energy capital spending, which the bank linked to a recent rise in the rig count index after U.S. energy producers had initially held back spending because of uncertainty tied to the Iran war and the oil outlook. Goldman said the main source of U.S. economic resilience has been consumption running ahead of model expectations. Actual consumption growth came in at 2.2%, versus a 2.0% model-implied pace.250
Asian bonds2026-09-28 22:41:43Asian bond markets seen tracking U.S. Treasuries lower as oil and rate bets stay in focusAsian bond markets are expected to move lower in step with U.S. Treasuries, according to a ChainCatcher report, as tensions between the United States and Iran keep oil prices elevated and add to inflation concerns. That backdrop has also strengthened market bets that the Federal Reserve could raise interest rates again. New Zealand government bonds opened lower, while Australian bond futures were seen potentially declining as well. In the U.S. market, the benchmark 10-year Treasury yield at one point rose 11 basis points to 5.27%, marking a 19-year high. The 30-year yield climbed to 5.55%. Morgan Stanley analyst Chris Larkin said the market’s attention may remain centered on interest rates and energy prices. The report points to a rates-driven tone across regional bond trading, with U.S. yield moves continuing to shape sentiment in Asia.240
crypto market2026-09-28 12:05:59Crypto Ticks Higher After Reuters Report on Expected U.S.-Iran Talks Early This WeekCrypto markets moved higher in the short term after a Reuters report said mediators are expected to hold separate talks with the United States and Iran on Monday or Tuesday, according to an official familiar with the negotiations. The report added that Iran’s foreign minister and Qatari mediators will remain in the United States. A separate source familiar with the matter said the talks will focus on a revised version of Iran’s seven-day proposal, which was presented on the sidelines of the United Nations General Assembly. After the report was published, both U.S. crude and Brent crude fell by about $1 in quick trading, to $93.92 and $99.82 a barrel, respectively. Stocks and cryptocurrencies also rose in the short term.230