Trade and tariffs
A dated record of the published view. A carried reading keeps its last assessment date.
End line
No end line is registered for this lane yet.
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Rule: FIRED · Rule: NOT FIRED
Tankers were reported hit in Hormuz. Oil rose, and gold fell below 4,000.
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The Fed held, and two officials wanted a hike. Japan decides next.
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Truce-date: FIRED · Summit: NOT FIRED
China's commerce ministry said on September 28 that the two sides extended the trade arrangement to January 10, 2027. No implementing notice on either side has been re-dated.
Next test: The re-check of the implementing notices, November 10, when China's rare-earth suspension notice is due to end.
Oil fell despite fresh Gulf attack reports. The Fed decides today.
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Oleshky's ceasefire took effect. Gulf shipping is still under threat.
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Three tests this week. The Russia waiver runs until Washington says otherwise.
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A ceasefire for one Ukrainian town. A tanker sunk off Romania.
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Near-term oil jumped more than four dollars. Oil for 2027 slipped.
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Washington tightened sanctions on Iran's shadow fleet. Oil barely moved.
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Brent's far end held for a fifth quiet day. That counts against the demand-slump view.
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Brent barely moved on Monday. One more quiet session would count against the demand-slump view.
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Ukraine hit two oil sites in Saint Petersburg. Brent eased early Monday.
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Oil rose and chips fell Friday. Trump waived new Russia duties that night.
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TSMC's strong quarter did not lift chip stocks. The rest of the market bounced.
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Chips fell more than 4 percent. A day later, TSMC posted a strong quarter.
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Gulf oil shut-ins eased Sunday. Another tanker was struck in Hormuz.