Morning Edition · Monday, September 14, 2026
Macro
Fed Chair Warsh Heads Into a Rate Decision That Puts Him Against Trump
Interest-rate futures price roughly a 60 percent chance of a quarter-point increase on September 16, with oil near $108 a barrel feeding the inflation case.
Markets
Saudi Arabia's East-West Pipeline Shutdown Pushes Brent Toward $108
The line that lets Riyadh move up to 7 million barrels a day around the Strait of Hormuz was damaged by drones launched from Iraq, removing the main workaround to the Gulf chokepoint.
Tech
SoftBank Falls 13 Percent After AI Lab Chiefs Call for Slower Development
The Japanese group had just secured an upsized $11.9 billion loan to fund its roughly $65 billion commitment to OpenAI, whose chief executive says this is a poor moment to go public.
Macro
BRICS Agrees to Settle More Trade in Its Own Currencies and Link Payment Systems
The New Delhi declaration stops short of a common currency, while Xi Jinping offers an open-source artificial-intelligence zone for the bloc.
Macro
Bank of Japan Approaches a Rate Decision Squeezed Between Tokyo and Washington
Governor Kazuo Ueda has signalled a move at the September 17-18 meeting after the yen touched 155.28 to the dollar on intervention and rate-rise expectations.
Crypto
Gold Near $4,344 While Bitcoin Holds Around $77,500 as the Two Move Together
The 90-day correlation between bitcoin and gold reached about 0.86 in early September, even as their prices moved in opposite directions this year.
Macro
UK Long-Term Borrowing Costs Near 1998 Levels Before the October 28 Budget
The 30-year gilt yield has traded around 5.89 percent, leaving Chancellor of the Exchequer John Healey roughly £13 billion of room against his fiscal rules.
World
Sweden's Centre-Left Leads by One Seat as Far-Right Vote Falls for the First Time
Counting will continue for days on overseas ballots, and the Sweden Democrats lost support, taking 17.6 percent against 20.5 percent in 2022.
Geopolitics
Russian Drone Strikes Ukrainian Train Minutes After European Security Advisers Passed
Russia's defense ministry said it targeted rail infrastructure used to move Western military cargo, an explanation issued after the strike near a station Boris Johnson and other security officials had just left, and Kyiv called the attack a message to NATO.
Geopolitics
Trump Dismisses Report That Chinese Entities Gave Iran Satellite Imagery
The reported intelligence preceded a strike on a military base in Jordan that killed three American soldiers.
Geopolitics
North Korea Says Live-Fire Drill Showed 'Huge Destructive Power'
The exercise combined missiles, artillery and drones, and marked the country's first public ballistic launches in about three weeks.
Geopolitics
Okinawa Elects a Governor Backed by Tokyo, Ending Opposition to the US Base Relocation
Genta Koja won with about 59 percent of the vote against Denny Tamaki's 38 percent, but Japanese media reported the outcome was decided more by the cost of living than by the fight over relocating a major American military base.