MacroBessent

2026-09-19 13:27 UTCAccount
S&P 5007,650.50+0.17%Nasdaq26,522.54+0.39%Dow51,682.64-0.18%Nikkei 22565,018.95+1.38%Hang Seng24,750.78+0.60%EuroStoxx 506,236.20-1.37%Dollar (DXY)100.22+0.00%EUR/USD1.15+0.18%USD/JPY156.85+0.46%GBP/USD1.34+0.26%USD/CNY6.70-0.15%US 10Y yield5.00+1.03%US 5Y yield4.86+1.15%Gold4,424.90+0.57%Silver66.56+1.66%Copper6.62+0.43%Platinum1,803.50+0.68%Palladium1,306.20+1.24%WTI100.30-1.58%Brent103.87-0.91%Henry Hub2.91+0.38%Gasoline3.53+0.58%Heating oil5.06-1.10%Wheat714.25-1.75%Corn527.50-0.57%Soybeans1,303.50-1.23%Coffee294.55+1.38%Sugar17.36-0.34%Cocoa5,327.00-7.71%Cotton77.38-1.31%Lithium ETF70.50-0.56%Uranium ETF41.65-2.41%Rare Earths ETF69.06-0.06%Copper Miners ETF87.28+0.77%Bitcoin81,244.98+0.42%Ethereum2,637.29+0.99%Solana111.48-0.99%S&P 5007,650.50+0.17%Nasdaq26,522.54+0.39%Dow51,682.64-0.18%Nikkei 22565,018.95+1.38%Hang Seng24,750.78+0.60%EuroStoxx 506,236.20-1.37%Dollar (DXY)100.22+0.00%EUR/USD1.15+0.18%USD/JPY156.85+0.46%GBP/USD1.34+0.26%USD/CNY6.70-0.15%US 10Y yield5.00+1.03%US 5Y yield4.86+1.15%Gold4,424.90+0.57%Silver66.56+1.66%Copper6.62+0.43%Platinum1,803.50+0.68%Palladium1,306.20+1.24%WTI100.30-1.58%Brent103.87-0.91%Henry Hub2.91+0.38%Gasoline3.53+0.58%Heating oil5.06-1.10%Wheat714.25-1.75%Corn527.50-0.57%Soybeans1,303.50-1.23%Coffee294.55+1.38%Sugar17.36-0.34%Cocoa5,327.00-7.71%Cotton77.38-1.31%Lithium ETF70.50-0.56%Uranium ETF41.65-2.41%Rare Earths ETF69.06-0.06%Copper Miners ETF87.28+0.77%Bitcoin81,244.98+0.42%Ethereum2,637.29+0.99%Solana111.48-0.99%

Live News TV D

Live id resolved 2026-09-19 13:07 UTC. If the player is blank the broadcaster restarted the stream since then — open the channel.
Live id resolved 2026-09-19 13:07 UTC. If the player is blank the broadcaster restarted the stream since then — open the channel.
Live id resolved 2026-09-19 13:07 UTC. If the player is blank the broadcaster restarted the stream since then — open the channel.
Live id resolved 2026-09-19 13:07 UTC. If the player is blank the broadcaster restarted the stream since then — open the channel.
Live id resolved 2026-09-19 13:07 UTC. If the player is blank the broadcaster restarted the stream since then — open the channel.
Live id resolved 2026-09-19 13:07 UTC. If the player is blank the broadcaster restarted the stream since then — open the channel.
The same six 24/7 channels the terminal carries. Only the open tab's stream loads.

Macro event timeline — trend: Worsening Das of 2026-09-19

critical Saudi pipeline attack exposes Iraq’s failure to control Iran-backed militias - The Jerusalem Post (pipeline attack + named chokepoint/producer · 2026-09-14)
critical Oil Prices Rise as Saudi East-West Pipeline Attack Threatens Export Routes - WSJ (pipeline attack + named chokepoint/producer · 2026-09-15)

16 stored builds since 2026-09-04 — every numeric leaf of this panel is written to signal_history at each build, so a repeated value can mean the upstream had not published, not that nothing moved.

coverage days
0.404.007.6009-0409-0909-1409-19cove… 7.00
2026-09-04  1.00 → 2026-09-19  7.00
days · 2 rows
datecriticalhighmediumlow
2026-09-182434445
2026-09-192381633
top · 2 rows
datelevelkeywordtitlesource
2026-09-14criticalpipeline attack + named chokepoint/producerSaudi pipeline attack exposes Iraq’s failure to control Iran-backed militias - TGN chokepoints
2026-09-15criticalpipeline attack + named chokepoint/producerOil Prices Rise as Saudi East-West Pipeline Attack Threatens Export Routes - WSJGN chokepoints
scalars
fieldvalue
trendWorsening
coverage days7
11 rows and 3 fields withheld at this tier: absent from the page, not hidden in it.

AI Insights — cited macro brief Das of 2026-09-19 13:18 UTC

US lifts sanctions on Eritrea ‘to advance US regional interests’ in Red Sea - Al Jazeera

1 US lifts sanctions on Eritrea ‘to advance US regional interests’ in Red Sea - Al Jazeera
2 Gold falls back into the major $4300 support ahead of US CPI, as surging oil prices increase rate hike bets - investingLive

16 stored builds since 2026-09-04 — every numeric leaf of this panel is written to signal_history at each build, so a repeated value can mean the upstream had not published, not that nothing moved.

gate replacements
-0.402.004.4009-0409-0909-1409-19gate… 0.00
2026-09-04  2.00 → 2026-09-19  0.00
lines · 2 rows
ntext
1US lifts sanctions on Eritrea ‘to advance US regional interests’ in Red Sea - Al
2Gold falls back into the major $4300 support ahead of US CPI, as surging oil pri
stories · 2 rows
ntitlesourcepublisherslinkscore
1US lifts sanctions on Eritrea ‘to advance US regional interests’ in Red Sea - AlGN tariffs1https://news.google.com/rss/articles/CBMitAFBVV95cUxPNkg2ZVg2dUFJLTc3eVlKWVRoTjR78.40
2Gold falls back into the major $4300 support ahead of US CPI, as surging oil priGN econ data1https://news.google.com/rss/articles/CBMi3AFBVV95cUxQdnhJb2tiTjFvZ3ZuaExubmxpdXl68.70
6 rows and 5 fields withheld at this tier: absent from the page, not hidden in it.
The wires

Macro wire (15 items) Das of 2026-09-19 13:11 UTC

0 of 15 headlines carry a ticker chip: the mapper resolves a headline to an instrument already on our tape, and the chip is that instrument's one-day move with a five-session spark. A headline the mapper cannot place gets no chip — a wrong instrument beside a story is worse than none. A further 2 headlines resolved to an instrument the public tape does not carry: this page prices the equity indices and the major crosses, and the energy, metals, rates and crypto rows of the tape are a paid surface, so those headlines are left unchipped rather than chipped with something adjacent.

16 stored builds since 2026-09-04 — every numeric leaf of this panel is written to signal_history at each build, so a repeated value can mean the upstream had not published, not that nothing moved.

feeds ok
14.5017.5020.5009-0409-0909-1409-19fee… 20.00
2026-09-04  15.00 → 2026-09-19  20.00
feeds total
15.5018.5021.5009-0409-0909-1409-19fee… 21.00
2026-09-04  16.00 → 2026-09-19  21.00
items · 15 rows
titlelinksourcecatage h
MS NOW reporters denied access to White House after Trump bans three media outlehttps://www.cnbc.com/2026/09/19/trump-media-ban-ms-now.htmlCNBCmarkets0.20
Trump Moves to Bar Three News Outlets From White Househttps://www.bloomberg.com/news/videos/2026-09-19/trump-moves-to-bar-three-news-oBloomberg Marketsmarkets0.20
Video Ships attacked in Strait of Hormuz as gas and diesel prices soar - ABC Newhttps://news.google.com/rss/articles/CBMiTEFVX3lxTE8wWXRJUFp5MmFLdjNNT21TRDJ0anlGN chokepointsshipping0.20
Gold price rises in busy week, but no records - Elko Daily Free Presshttps://news.google.com/rss/articles/CBMinwFBVV95cUxOeHdHNE9FVzQ4dHExdk1RdWNZemZGN gold/silvermetals0.20
Consumer sentiment is in the dumps despite a solid economy. Goldman Sachs blameshttps://www.cnbc.com/2026/09/19/goldman-sachs-happiness-struggling-consumer-sentCNBCmarkets0.30
Amgen or Merck: Which Drugmaker Has the Stronger Dividend Growth Story?https://finance.yahoo.com/healthcare/articles/amgen-merck-drugmaker-stronger-divYahoo Financemarkets0.30
Aflac’s (AFL) Net Earnings Jumped 37.7%, Yet Adjusted Earnings Actually Fellhttps://finance.yahoo.com/markets/stocks/articles/aflac-afl-net-earnings-jumped-Yahoo Financemarkets0.40
John Ternus's First iPhone Launch Prompted a Bank of America Price Target Cut. Ihttps://finance.yahoo.com/markets/stocks/articles/john-ternuss-first-iphone-launYahoo Financemarkets0.40
Buffett Son Takes Chair as Berkshire Transition Endshttps://www.bloomberg.com/news/videos/2026-09-19/buffett-son-takes-chair-as-berkBloomberg Marketsmarkets0.40
China Slams US Law Tightening Sanctions on Russia and Iran - Bloomberg.comhttps://news.google.com/rss/articles/CBMirgFBVV95cUxPUzBLUDV6NHM2Q3NkaUpNWno0ZXZGN tariffstrade0.40
Buffett takes next step in plan to keep Berkshire from strayinghttps://www.cnbc.com/2026/09/19/warren-buffett-takes-next-step-in-plan-to-keep-bCNBCmarkets0.50
Cencora (COR) Raised Guidance and Bought Back $1B. What’s the Catch?https://finance.yahoo.com/markets/stocks/articles/cencora-cor-raised-guidance-boYahoo Financemarkets0.50
US lifts sanctions on Eritrea ‘to advance US regional interests’ in Red Sea - Alhttps://news.google.com/rss/articles/CBMitAFBVV95cUxPNkg2ZVg2dUFJLTc3eVlKWVRoTjRGN tariffstrade0.50
Coherent (COHR) Squeezes Key Optical Network Gear Into a Plug-In Modulehttps://finance.yahoo.com/technology/articles/coherent-cohr-squeezes-key-opticalYahoo Financemarkets0.60
Gallagher’s (AJG) Colorado Deal Is Another Brick in a Very Big Wallhttps://finance.yahoo.com/markets/stocks/articles/gallagher-ajg-colorado-deal-anYahoo Financemarkets0.70
scalars
fieldvalue
feeds ok20
feeds total21
46 rows and 2 fields withheld at this tier: absent from the page, not hidden in it.

Policy + intel wire (12 items) Das of 2026-09-19 13:21 UTC

16 stored builds since 2026-09-04 — every numeric leaf of this panel is written to signal_history at each build, so a repeated value can mean the upstream had not published, not that nothing moved.

feeds ok
12.8014.0015.2009-0409-0909-1409-19fee… 14.00
2026-09-04  14.00 → 2026-09-19  14.00
feeds total
15.2016.0016.8009-0409-0909-1409-19fee… 16.00
2026-09-04  16.00 → 2026-09-19  16.00
items · 12 rows
titlelinksourcecatage h
Measurements for understanding the pace of AI development inside frontier labs -https://news.google.com/rss/articles/CBMid0FVX3lxTE1hSlNaZU5CMXdjOERiMTltcEVxMXdGN AI newsai0.80
Lawsuit accuses Anthropic, OpenAI, SpaceXAI, Google of AI pacing ‘collusion’ - Thttps://news.google.com/rss/articles/CBMiugFBVV95cUxQWWVIVFBBZXNMaUFydnNvNEFCMlFGN AI newsai1.10
Charai for the Jerusalem Strategic Tribune: The Muslim Brotherhood: Follow the Mhttps://www.atlanticcouncil.org/insight-impact/in-the-news/charai-for-the-jerusaAtlantic Councilthink1.80
- dvprogram.state.govhttps://news.google.com/rss/articles/CBMiREFVX3lxTFB0V3RnZGVFMzRBRjhZQldFQ1FyY05GN Treasury/Stategov2.40
Announcement of Expanded Screening and Vetting for Visa Applicants - U.S. Departhttps://news.google.com/rss/articles/CBMiygFBVV95cUxNS0xFRHBFZ3NfZDVVWlJrZFJZTGhGN Treasury/Stategov2.60
- webgels.state.govhttps://news.google.com/rss/articles/CBMiXkFVX3lxTE4wUlpnNDZ6UVNvdDVqd3dBMGota3VGN Treasury/Stategov2.70
Claude Opus 5 Helped Researchers Take Over OpenAI Staff Accounts via Chained Flahttps://news.google.com/rss/articles/CBMiggFBVV95cUxPVHlQSE9YZXIydDR0eWZqOTRrZk4GN AI newsai3.30
Investors warn Anthropic could struggle to sustain revenues post-IPO - Financialhttps://news.google.com/rss/articles/CBMihAFBVV95cUxOUHlWc1I1bW5JN243Qk1QaERIaktGN AI newsai4.80
Biggest AI Rivals Agree They Need to Slow It Down - WSJhttps://news.google.com/rss/articles/CBMikgFBVV95cUxPc044MVJrTFhxOFJSaHVGUUQySWtGN AI newsai6.30
Introducing the Australian Youth Safety Blueprint - OpenAIhttps://news.google.com/rss/articles/CBMia0FVX3lxTE5jdk5uWUFCcXpnb29laUpDOVhwNG8GN AI newsai8.30
Anthropic, OpenAI, SpaceXAI, Google sued over call to ‘pace’ AI development - Pohttps://news.google.com/rss/articles/CBMivgFBVV95cUxQY2RBMnFCQ3BDbW1ZM0VJa2lWbGdGN AI newsai12.30
Avian flu, drone swarms, and mass surveillance included in Anthropic's safety rehttps://news.google.com/rss/articles/CBMikwFBVV95cUxQd2VBMHJLUkhJZ3l3czdKekpOc3pGN AI newsai12.80
scalars
fieldvalue
feeds ok14
feeds total16
35 rows and 2 fields withheld at this tier: absent from the page, not hidden in it.
Intelligence and implications

Live intelligence Das of 2026-09-19T13:27:32Z

16 stored builds since 2026-09-04 — every numeric leaf of this panel is written to signal_history at each build, so a repeated value can mean the upstream had not published, not that nothing moved.

requests used
2.704.506.3009-0409-0909-1409-19requ… 5.00
2026-09-04  3.00 → 2026-09-19  5.00
topics · 2 rows
idarticlescached
fed_policy8 itemsyes
opec_supply8 itemsyes
scalars
fieldvalue
requests used5
10 rows and 3 fields withheld at this tier: absent from the page, not hidden in it.

Market implications — news volume against the tape Das of 2026-09-19T13:26:19Z

topicinstrumentrnverdict
oil_supplyCL=F no reading0insufficient data
fed_policy^GSPC S&P 500+0.17%no reading0insufficient data
Correlation of hourly news volume per topic with that instrument's hourly returns over the stated window, with n on every row. Most of these intervals straddle zero, and the verdict column says so rather than letting the coefficient imply a link.

9 stored builds since 2026-09-11 — every numeric leaf of this panel is written to signal_history at each build, so a repeated value can mean the upstream had not published, not that nothing moved.

window h
319.20336.00352.8009-1109-1409-1709-19wi… 336.00
2026-09-11  336.00 → 2026-09-19  336.00
pairs · 2 rows
topicsymbolnrcirelationshipleadread
oil_supplyCL=F0not reportednot reportedinsufficient dataverdict no lead, lag_h 0, r_lag NoneToo few shared hours (n=0) to say anything about oil_supply news vs CL=F — no cl
fed_policy^GSPC0not reportednot reportedinsufficient dataverdict no lead, lag_h 0, r_lag NoneToo few shared hours (n=0) to say anything about fed_policy news vs ^GSPC — no c
scalars
fieldvalue
window h336
4 rows and 3 fields withheld at this tier: absent from the page, not hidden in it.
Maritime and supply

Supply chain — chokepoints and freight Das of 2026-09-19T13:21:50Z

chokepointtransits, 7d avgWoWtanker shareas of
Suez Canal37.9-8.9%0.422026-09-13
Strait of Hormuz5.3+68.2%0.272026-09-13
freight indexlevelchangeas of
CCFI1,897.2+1.88%2026-09-18 · en.sse.net.cn
BDI3,336.0+0.27%not stated · handybulk.com
· Strait of Hormuz transits +68.2% WoW (7d avg 5.3/day, tanker share 0.27)
· Cape of Good Hope transits +15.3% WoW (7d avg 90.6/day, tanker share 0.21)
Transit counts and freight indices as published, each with its own as-of. This is the maritime panel: the chokepoints we already print, not a new crawler.

16 stored builds since 2026-09-04 — every numeric leaf of this panel is written to signal_history at each build, so a repeated value can mean the upstream had not published, not that nothing moved.

chokepoints › Bab el-Mandeb Strait › latest 7d avg
25.2126.3527.4909-0409-0909-1409-19cho… 27.30
2026-09-04  26.30 → 2026-09-19  27.30
chokepoints › Cape of Good Hope › latest 7d avg
77.2785.2593.2309-0409-0909-1409-19cho… 90.60
2026-09-04  91.90 → 2026-09-19  90.60
chokepoints › Malacca Strait › latest 7d avg
201.30213.90226.5009-0409-0909-1409-19ch… 224.40
2026-09-04  203.40 → 2026-09-19  224.40
chokepoints › Panama Canal › latest 7d avg
29.0129.5530.0909-0409-0909-1409-19cho… 29.70
2026-09-04  29.10 → 2026-09-19  29.70
chokepoints › Strait of Hormuz › latest 7d avg
2.884.205.5209-0409-0909-1409-19chok… 5.30
2026-09-04  4.30 → 2026-09-19  5.30
chokepoints › Suez Canal › latest 7d avg
37.3940.4543.5109-0409-0909-1409-19cho… 37.90
2026-09-04  43.00 → 2026-09-19  37.90
chokepoints › Taiwan Strait › latest 7d avg
203.62225.70247.7809-0409-0909-1409-19ch… 229.40
2026-09-04  207.30 → 2026-09-19  229.40
chokepoints · 2 rows
namelatest datelatest 7d avgwow pcttanker share
Suez Canal2026-09-1337.90-8.900.42
Strait of Hormuz2026-09-135.3068.200.27
freight · 2 rows
indexvaluechange pctas ofsource
CCFI1,897.201.882026-09-18en.sse.net.cn
BDI3,336.000.27not reportedhandybulk.com
6 rows and 2 fields withheld at this tier: absent from the page, not hidden in it.
How the figures on this page are constructed is proprietary. For methodology questions, write to e@finkfi.com.