NDNight Desk
SPX7,650.50+0.17%NDX29,644.17+0.67%DJI51,682.64-0.18%RTY2,860.40-0.50%VIX14.810.00%ES7,672.25+0.06%CL100.30-1.58%BZ103.87-0.91%GC4,380.01+0.77%US10Y4.998+1.38%US02Y4.672+0.91%DXY100.215-0.03%EURUSD1.0842+0.07%USDJPY149.82+0.23%NVDA186.42+1.18%XOM128.44-1.06%LMT542.10+0.89%SPX7,650.50+0.17%NDX29,644.17+0.67%DJI51,682.64-0.18%RTY2,860.40-0.50%VIX14.810.00%ES7,672.25+0.06%CL100.30-1.58%BZ103.87-0.91%GC4,380.01+0.77%US10Y4.998+1.38%US02Y4.672+0.91%DXY100.215-0.03%EURUSD1.0842+0.07%USDJPY149.82+0.23%NVDA186.42+1.18%XOM128.44-1.06%LMT542.10+0.89%

F6 · WIRE

Headlines

Desk wire. FLASH items are trading-relevant in the next session. Timestamps Eastern.

  1. Flash19 Sep 16:42 ETOILHORMUZ

    FLASH: Weekend tanker AIS shows further Hormuz bunching south of Kharg

    Desk note from a ship-broker: three VLCCs loitering, two with war-risk cover still pending. Not a confirmed strike — a positioning tell into Sunday night’s crude open.

  2. ND WIRE19 Sep 14:18 ETMETALSRATES

    Gold holds $4,380 as real yields refuse to give the 5% line back

    Spot last marked $4,380.01 Friday. Asia bid is two-way. The metal is hedging the war and the hike at once — messy, and therefore well bid.

  3. ND WIRE19 Sep 12:05 ETGEOOIL

    Beijing-Riyadh channel: China asked Iran to restrain Houthi-Saudi hits

    The Friday crude fade traces to this. Saudi barrels via Oman + East-West restore. Hormuz barrels are a different inventory.

  4. ND WIRE19 Sep 09:40 ETUS-CHINASEMIS

    Xi–Trump bilateral still on for Thursday in Washington

    Advance team language is ‘constructive.’ Semis and AI controls are on the paper. Index will not reprice on the motorcade.

  5. ND WIRE18 Sep 16:28 ETCLOSEUS

    S&P 500 closes 7,650.50; 10-year pins 4.998%; WTI $100.30

    Mixed tape. Nasdaq +0.4%, Dow −0.2%. Majority of stocks down. Breadth is the tell the index is hiding.

  6. Flash18 Sep 15:55 ETRATESFLASH

    FLASH: 10-year Treasury yield trades 5.00% — first print through since 2023

    Psychological line the street has been writing about all week. TLT −1.1% on the day. Housing and duration the immediate victims.

  7. ND WIRE18 Sep 14:10 ETFEDRATES

    FedWatch: 55% odds of another hike in October, 90% by December

    Was 42.5% last Friday and 7.2% a month ago. The path repriced harder than the 25 bp itself.

  8. ND WIRE18 Sep 11:22 ETOIL

    Brent briefly < $102 then back through $103 as Gulf headlines two-way

    Intraday crude is a newswire. Settlement is the only number that feeds inflation models.

  9. ND WIRE18 Sep 08:15 ETINFLATIONENERGY

    Diesel at records — farming and freight the pass-through, not gasoline

    Crack story > WTI story for core inflation. This is why Warsh hiked.

  10. ND WIRE17 Sep 16:05 ETUSTECH

    Tech-led rebound Thursday: S&P +1.14%, Nasdaq +1.69% as oil and yields dipped

    Relief session, not a regime change. Friday gave most of the rates move back.

  11. Flash16 Sep 14:08 ETFEDFLASH

    FLASH: FOMC hikes 25 bp — first increase in three years

    Chair Warsh: price stability first, less forward guidance. Statement leaves October live.

  12. ND WIRE16 Sep 10:40 ETEARNINGSHOUSING

    Lennar misses; cancellations tick up as mortgage math hardens

    Housing is the domestic transmission of 5% yields. KB Home is Monday night.

  13. ND WIRE15 Sep 18:30 ETAIPOLICY

    Calls to slow AI capex get a wider microphone into the midterm window

    Texas data-center moratorium still in force. Hyperscaler backlogs (GOOGL cloud $514bn, AWS $496bn) argue the spend does not stop on a speech.

  14. ND WIRE14 Sep 09:12 ETUSLEVELS

    S&P 500 still ~2% under 13 Aug record 7,816.70

    YTD +11–12.5% depending on total-return math. Narrow leadership post-Iran shock.