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Donald Trump
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Net tone▼ −51% today
Market check
Developing6 storylines
Donald Trump in three lines
- Trump confirmed a meeting with Anthropic’s CEO and repeated his dismissal of AI fears
- Trump rejected Iran’s peace proposal, sending oil prices higher
- Trump said the US could win the Iran conflict “very soon.”
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● mixedTrump cannot afford to let AI boom fail: 'Big Short' investor Michael Burry explains whyMichael Burry said the Trump administration cannot afford to let the AI boom falterAIInfrastructure
● mixedUS Green Card: New ‘America First’ billA Republican senator introduced a bill to overhaul the US legal immigration systemUS midterms
Policy● mixedCalifornia's Newsom signs memecoin ban and calls it 'The Opposite of Trump'California Governor Newsom signed memecoin ban AB 2409Crypto regulationCryptoSolana
Policy● mixedTrump admin to roll out lower fuel economy standards for cars, light trucksThe Trump administration planned to release relaxed fuel-economy standards for cars and light trucksCars and SUVsAutosCommercial vehicles
▼ bearish‘They were asking for everything up front:’ US Ambassador to UN Mike Waltz explains why Trump rejected Iran's proposalIran sought sanctions relief in exchange for reopening the Strait of HormuzIranStrait of HormuzGeopolitics
Market move▼ bearishBrent crude rises above $106 as Trump rejects Iran’s proposalBrent crude was $106.59, up 2.18%, at 9:35 am MondayCrude oilIranGeopolitics
Market move▼ bearishMarkets open lower as crude surge, FII selling and geopolitical jitters weigh on sentimentNifty fell 0.88% to 22,937 as markets opened lowerCrude oilFII flowsNifty and Sensex
● mixedForeign investors bet Panama can shrug off social unrest and Trump threatsPanama bonds performed better than many investors expected despite social unrest and Trump threatsGlobal marketsBond yieldsFII flows
Market move▼ bearishBitcoin, Nasdaq futures decline as Trump won’t rule out more Iran strikesTrump did not rule out further strikes on Iran before the US midterm electionsBitcoinIranGeopolitics
● mixedTaiwan pushes back after Xi seeks to win over Trump on World War Two narrativeTaiwanXi JinpingGeopolitics
● mixedTrump confirms meeting with Anthropic CEO, repeats dismissal of AI fearsTrump confirmed a meeting with Anthropic’s CEO and repeated his dismissal of AI fearsAnthropicAIAI labs
▼ bearishHormuz Tensions: Iran Hits Back At US Over Strait Control, Points To Oil Price PremiumIran proposed a seven-day plan to reopen the Strait of Hormuz; Trump rejected Tehran's conditionsStrait of HormuzIranCrude oil
Market move▼ bearishOil Price Today (September 28): Crude oil gains to $106 as Trump rejects Iran deal. Where are prices headed?Brent rose $1.65, or 1.50%, to $106 a barrelCrude oilIranGeopolitics
Market move▼ bearishOil Prices Rise Again: Trump rejects Iran proposal; markets stay volatileOil prices surged on Monday after Trump rejected Iran's peace proposalCrude oilIranMiddle East
Market move▼ bearishOil prices rebound after Trump rejects peace deal to resolve Iran conflictBrent crude rose $1.32, or 1.27%, to $105.64 a barrelCrude oilIranGeopolitics
Market move▼ bearishGold Declines As Hormuz Impasse Keeps Rate-Hike Bets ElevatedOil rose after Iran refused to soften its conditions for reopening the Strait of HormuzStrait of HormuzIranCrude oil
Market move▼ bearishOil heads higher as US-Iran peace talks in stalemateOil prices rebounded more than 1% as Middle East tensions persistedCrude oilGeopoliticsMiddle East
▼ bearishMore US Strikes On Iran? Trump Hints 'It's Possible'; Tehran Says Fully Prepared For 'Doomsday' WarTrump said the US could end the Iran conflict soon, after which oil prices would fall sharplyIranCrude oilGeopolitics
▼ bearishTrump says US will win Iran war soon; does not rule out strikes before midtermsTrump said the US-Iran conflict would be won “very soon”IranGeopoliticsUS midterms
● mixedTrump Says Men Arrested In UK Aimed To Attack Shared BaseTrump said men arrested in the UK aimed to attack a shared baseUnited KingdomRussiaGeopolitics
Market move● mixedXi-Trump Meet: Is the US paying too high a price for “stability”?Xi JinpingUS–ChinaUS deficit
Market move▼ bearishPetrol, diesel prices today, September 28: How much does fuel cost in Delhi, Mumbai, Bengaluru?Oil prices rose more than 1% on Monday after Trump rejected Iran's peace dealFuel pricesCrude oilIran
Market move● mixedOil prices climb as Iran holds firm on Hormuz terms and Trump rejects proposalCrude oilIranStrait of Hormuz
● mixedThe moves that backfired on Trump and drove interest rates and inflation higherInflationUS inflationUS Treasuries
Market move▼ bearishCrude Oil Prices Rise 1% After Trump Rejects Iran Peace Proposal; Brent Near $98, Hormuz In FocusWTI fell 2.3% to settle at $92.41 a barrelCrude oilIranStrait of Hormuz
Policy● mixedH-1B system to look ‘very different’ in 365 days; Trump admin ‘building a case’H-1B visasIT services
Policy● mixedTrump says US is ‘very seriously’ considering diesel export ban to tackle high pricesThe US is seriously considering a diesel export ban amid fuel disruptions and strong overseas demandDieselTrade and tariffs
Market move▼ bearishOil gains over 1% as Trump rejects Iranian proposal to reopen Hormuz StraitOil prices gained over 1% after Trump rejected Iran's proposal to end the conflict and reopen the Strait of HormuzCrude oilIranStrait of Hormuz
Market move▼ bearishDow futures fall close to 200 points, oil prices rise as Trump rejects Iran proposalDow futures fell close to 200 points as oil prices roseGlobal marketsCrude oilIran
Market move▼ bearishOil rises as Iran holds to Strait of Hormuz proposal rejected by TrumpOil rose as Iran stuck to its seven-day proposal to reopen the Strait of HormuzStrait of HormuzCrude oilIran
● mixedThe art of 'diplotainment'The Trump-Xi summit yielded few substantive gainsXi JinpingUS–ChinaGeopolitics
● mixedAnthropic CEO Dario Amodei to meet Trump for White House dinnerAmodei is set to have dinner with Trump on Sunday nightAnthropicDario AmodeiChina
● mixedDonald Trump Expects More US-Iran Talks This Week: ReportsTrump rejects Tehran’s seven-day plan to reopen the Strait of HormuzStrait of HormuzIranGeopolitics
Policy▼ bearishUS trade deal could shield India from 100% tariff under Russian sanctions law: SourcesGraham Act allows tariffs of up to 100% on the largest buyers of Russian oilTrade dealsRussiaRussian oil
Policy▼ bearishH-1B faces major changes under Trump adminThe US H-1B visa system could change significantly within a yearH-1B visasIT servicesIT hiring
Policy● mixedGas Vs Green: Who Wins Under Trump’s Relaxed Fuel Rules That Ends Biden's EV Mandate?The Trump administration approved lower vehicle fuel-economy standards, aiming to reduce new-car costsCars and SUVsEVs and batteriesElectric cars
Policy● mixedTrump backs unregulated AI to beat China, but it may harm US securityTrump argues robust AI regulation could slow US progress and benefit ChinaAIChinaUS–China
● mixedChips, Toys, And Tariffs: Inside The Xi-Trump $30 Billion Trade Accord And AI Safety HotlineThe summit centred on personal diplomacy rather than major public breakthroughsXi JinpingUS–ChinaTrade and tariffs
Policy● mixedTrump approves rollback of Biden-era fuel economy standardsNew US standards reverse Biden-era rules intended to spur electric vehicle adoptionAutosEVs and batteriesElectric cars
● mixedTrump renews Russia-Ukraine peace push, urges Zelensky, Putin to ‘make a deal... settle’Trump urged Zelensky and Putin to “settle” and make a dealRussia–Ukraine warRussiaUkraine
● mixedTrump faces Senate test in Georgia, North Carolina as GOP candidates trail Democrats in surveyRepublicans are defending their Senate majority; Democrats need four seats to take controlUS midterms
● mixedTrump administration says deportations are lowering rents; what the data showsUS inflationHousingUS jobs data
● mixedTrump rejects closer US-China AI integrationTrump said the US should not join efforts to integrate with China on AIUS–ChinaAIChina
● mixedTrump-Xi Summit Yields Coal-Buying Pledge As Tariff Talks ExtendTrump and Xi pledged coal purchases as tariff talks continue after their Washington summitUS–ChinaTrade and tariffsCoal
Policy● mixedTrump’s nearly $1 billion funding cuts explained: What Congress approved and which programmes are affectedTrump’s funding cuts total nearly $1 billionUS deficitGovernment capexUS economy
● mixedDonald Trump Again Says Iran 'Can Not Have A Nuclear Weapon'Trump reiterated that Iran cannot have a nuclear weapon in a Truth Social postIranGeopolitics
Policy● mixedTrump cancels nearly $1bn in US spending using rare ‘pocket rescission’ power: What is it?US deficitGovernment capexUS economy
● mixedUS-China AI hotline? Why Xi-Trump summit went beyond tariffs to ‘super intelligence’Wang Yi highlighted positive developments in China-US relations after Xi's Washington visitUS–ChinaXi JinpingTrade and tariffs
● mixedOn Michigan doorsteps, Republicans sell Democrats-as-extremists message with mixed successUS midtermsCarlyleHouthis
● mixedTrump and Xi signal two more meetings as US-China trade truce faces pressureThe leaders signaled plans to meet **two more times this year**US–ChinaXi JinpingTrade and tariffs
● mixedUS and China agree to $30 billion tariff cut and launch AI dialogueThe two countries agreed to a $30 billion tariff cutUS–ChinaChinaTrade and tariffs
● mixedTrump tariffs and US economy: 5 things to watch ahead of November midterm electionsUS tariffsUS midtermsUS economy
● mixedTrump approval rating falls to 37% ahead of US midterm electionsTrump’s approval rating fell to 37%US midtermsWall StreetUS Treasuries
● mixedChina agrees to buy 10 million tonnes of US coal in 2027 and 2028China is set to buy 10 million tonnes of US coal across 2027 and 2028CoalChinaUS–China
● mixedUS and China agree to channel for AI incidents and a Super Intelligence dialogueThe countries agreed to establish a communication channel for AI-related incidentsUS–ChinaAIChina
Policy▼ bearishHow Trump’s diesel ban threat is making US exports more profitableEurope faces diesel shortages after Iran-war supply losses and attacks on Russian oil refineriesDieselIranRussian oil
● mixedTrump shares Sharif’s UN speech thanking him for intervention in Operation SindoorTrump shared a clip of Pakistan Prime Minister Shehbaz Sharif’s UN speechPakistanUnited NationsMedia
● mixedTrump and Johnson To Meet With Tech Executives On AI Next WeekTrump and Johnson will meet tech executives on AI next weekAIOpenAIAI labs
● mixedCNN left off Air Force One as Trump admin signals new media restrictionThe White House signalled CNN would be left off Air Force One for Trump's Saturday tripCNNMedia
● mixedTaiwan says US arms support serves American interests after Trump-Xi summitTaiwanUS–ChinaXi Jinping
▼ bearishPak PM raises J&K issue at UNGA, credits Trump for 'intervention' in 2025Pakistan's Prime Minister Shehbaz Sharif on Friday used the UN General Assembly podium to credit US President Donald Trump for his "timely intervention" in the 2025 conflict with IPakistanShehbaz SharifIndia–Pakistan
▼ bearishTrump rejects Iran proposal to reopen Hormuz as regional tensions persistTrump said he rejected Iran’s proposal to reopen the Strait of HormuzStrait of HormuzIranHouthis
▼ bearishTrump rejects Iran’s seven-day ceasefire proposal; renewed bombing reportedly possibleTrump rejected Iran’s conditional seven-day ceasefire proposalIranUS midtermsDefence
▼ bearishWSJ: Trump Rejects Iran Ceasefire, Trump Says More Meetings with Xi, MoreIranXi JinpingGeopolitics
● mixedTrump Says More Meetings with Xi This Year, SCOTUS Vote Decision, MoreXi JinpingUS–ChinaUS midterms
Market move● mixedA ‘death cross’ is coming for the dollar. Why Trump will be happy.Technical signals suggest a ‘death cross’ may be coming for the US dollarUS dollarScott BessentUS Treasuries
● mixedTrump warns Xi against support for Iran — China gives conflicting assurancesUS says Beijing committed not to support Iran; an Iranian official says China intends to maintain its…Xi JinpingIranChina
Policy● mixedTrump’s ban on Canadian alcohol starts Tuesday, but these well-known brands will avoid itLabatt and Molson beers, plus Fireball shots, will remain available in the U.S.
Legal● mixedTrump administration backs Musk's challenge to EU fine against XUS Justice Department backed Musk’s challenge against the EU’s 120 million euro fine on XElon MuskEuropean Union
● mixedEXCLUSIVE: Trump administration to meet Ukraine assistance deadlineUkraineGeopoliticsRussia–Ukraine war
● mixedTrump, Xi wrap state visit centered on spectacle over substance. Here are the top takeawaysTrump and Xi spent two days in Washington focused on ceremony, with few deliverablesXi JinpingUS–ChinaGeopolitics
● mixedHurt by Trump, Senate Republicans plan to bolster affordability credentials before midtermsUS midtermsUS deficit
● mixedXi Touts Two More Meetings With Trump in 2026 At White House TeaXi said he expects two more meetings with Trump in 2026 at the White HouseXi JinpingUS–ChinaUS tariffs
● mixedLula Campaign Accuses Trump Of Trying To 'Colonise' Brazil In New Election AdLula’s campaign alleges US pressure and Trump’s backing for rival Flavio BolsonaroBrazil
● mixedTrump, Xi to meet again in China, Miami after ‘very productive’ Washington visitXi JinpingUS–ChinaChina
● mixedTrump says Treasury Secretary Scott Bessent will not serve as AI czarDonald Trump said Treasury Secretary Scott Bessent does not want the “Super Intelligence czar” roleAIScott Bessent
● mixedTrump’s Trade War: A News Guide to His Second Term as President - BloombergTrade and tariffsGeopoliticsUS–China
● mixedTrump told Xi that China’s assistance to Iran was unacceptable, US ambassador saysTrump told Xi that China helping Iran was unacceptableXi JinpingChinaIran
Legal● mixedUS Supreme Court restores Trump administration’s expanded voter citizenship checksThe Supreme Court allowed the administration to resume using an expanded federal database to check voter citizenshipSupreme CourtUS midterms
Policy● mixedTrump’s diesel export-ban talk could make US exports more lucrativeDieselTrade and tariffsUS tariffs
Market move● mixedTrump's Diesel Export Threat Puts Britain on Edge - Crude Oil Prices TodayDieselUnited KingdomTrade and tariffs
● mixedTrump and Xi meet in Washington as Netanyahu delivers fiery UN speech defending Israel - as it happenedUS–ChinaXi JinpingGeopolitics
● mixedUS Army plans for possible Cuba operation: Police, medical units could be ready within 120 days — ReportUS Army planning could have police and medical units ready within 120 daysCubaDefence
● mixedTrump administration seeks to stabilize ties during summit with XiUS–ChinaXi JinpingUS tariffs
Policy▼ bearishIndia left more exposed to Trump's 100% oil threat as China gets tariff breatherIndia faces greater exposure to US tariff pressure over Russian oil as the US-China trade truce extends until January 10Russian oilUS tariffsChina
● mixedTrump and Xi dined with AI's biggest names. Here's what we know about tech talks so farAI was a key topic during Trump-Xi talks on ThursdayUS–ChinaAIGeopolitics
● mixedWhat happened when Trump met Xi: big fanfare, but no breakthroughXi JinpingUS–ChinaUS tariffs
● mixedJPMorgan CEO Jamie Dimon warns Trump against punishing India; gives this advice on Russian oil importsJamie Dimon urged dialogue over potential US punishment of India linked to Russian oil importsRussian oilRussiaGeopolitics
● mixedTrump reportedly approves licences for Ukraine to produce Patriot missilesZelenskyy said Trump had made a “final decision” on licences to produce Patriot missilesUkraineRussia–Ukraine warGeopolitics
● mixedHere's who attended the Trump-Xi state dinnerU.S. President Donald Trump hosted a dinner Thursday for Chinese President Xi JinpingXi JinpingUS–ChinaChina
Market move● mixedGlobal Market: Hong Kong stocks slide as investors await Trump-Xi summit detailsHang Seng fell 1.7% as investors awaited details from the Trump-Xi summitAsian marketsGlobal marketsUS–China
Market move● mixedUS-China trade truce, election risks & rising bond yields: Todd Buchholz on what markets are watchingTodd Buchholz discussed US-China trade talks and President Trump’s push for an…US–ChinaChinaGeopolitics
● mixedXi invokes Thucydides Trap as US and China discuss avoiding rivalryXi Jinping invoked the “Thucydides Trap” during his White House meeting with Donald TrumpXi JinpingUS–ChinaGeopolitics
Policy● mixedTrump admin seeks to expand access to passport records for voter checksUS State Department plans to give state and local officials access to passport records for citizenship checksUS midterms
● mixedHow Trump's diplomatic week exposed the limits of his powerGeopoliticsUS–ChinaVolodymyr Zelenskyy
● mixed'We will continue to win': Netanyahu defends Israel's Gaza war at UNGABenjamin Netanyahu rejected genocide allegations over Gaza at the UNGABenjamin NetanyahuGazaIsrael
● mixedTrump-Xi summit goes big on pomp, but key US-China deals remain elusiveThe US and China extended their trade truce for another two yearsUS–ChinaTrade and tariffsChina
● mixedBrussels pushes Trump to maintain ‘free flow’ of dieselThe EU energy commissioner says the continent faces its worst winter for energy prices since 2022European UnionDieselFuel prices
● mixedTrump's no ‘guardrails’ to Xi ‘human control’: Why AI is at the heart of US-China rivalryTrump has increasingly framed China as a competitor in the AI raceAIUS–ChinaXi Jinping
● mixedXi Jinping pushes Trump to 'oppose' Taiwan independence in rare callXi Jinping urged Donald Trump to oppose Taiwan independence in a rare callXi JinpingTaiwanUS–China
● mixedDario Amodei absent from Trump-Xi White House dinner as OpenAI, Google, Meta join tech guest listDario AmodeiUS–ChinaXi Jinping
● mixedExplainer: What is 'Taiwan independence' and what does that mean for Trump and Xi?TaiwanUS–ChinaGeopolitics
● mixedTrump admin asks SC to allow quick third-country deportations to continueTrump administration asked the Supreme Court to allow quick deportations to third countries to continueSupreme Court
● mixedTrump, Xi review ties, vow to chart future course over common interestsDonald Trump said the US and China have “never gotten along better”US–ChinaXi JinpingChina
Market move● mixedTrump raises yen weakness with Japan’s Takaichi as currency nears 160 per dollarTrump raised concerns about the yen’s weakness with Japanese Prime Minister Sanae TakaichiJapanUS dollarGlobal markets
● mixedMusk, Cook, Huang and other business leaders attend Trump-Xi state dinnerGuests included Apple’s Tim Cook, Nvidia’s Jensen Huang, Elon Musk and OpenAI’s Sam AltmanXi JinpingElon MuskApple
● mixed‘We are ready’: Iran’s Pezeshkian challenges Trump with offer to open nuclear programme to inspectorsPezeshkian offered to open Iran’s nuclear programme to inspectorsIranNuclear powerUnited Nations
● mixedTrump hosts Xi at state dinner attended by technology executivesTrump welcomed Xi with honors for a rare state visitXi JinpingUS–ChinaChina
● mixedTech Moguls Worth Combined $2.4 Trillion On Trump-Xi Dinner Guest List: See Who’s GoingUS–ChinaXi JinpingElon Musk
● mixedXi urges US-China cooperation on AI during White House meeting with TrumpDonald Trump hosted Xi Jinping at the White House on ThursdayXi JinpingAIUS–China
● mixedUS Democrats criticize lavish Trump-Xi summit as lacking substanceXi JinpingUS–ChinaUS midterms
● mixedTrump-Xi Summit: Xi's ‘Thucydides Trap’ warning, push for Taiwan stance — 6 key takeaways from White House talksTrump and Xi Jinping held talks at the White HouseUS–ChinaXi JinpingTaiwan
● mixedTrump and Xi extend trade truce while differences remain over Taiwan and AIThe leaders discussed trade, Taiwan and AIUS–ChinaXi JinpingTrade and tariffs
▼ bearishSenate narrowly votes down resolution calling for end to Iran warThe Senate narrowly rejected a resolution calling for an end to the Iran warIranGeopoliticsUS midterms
● mixedTrump and Xi agreed to support each other in hosting APEC, G20 summits, Xinhua reportsUS–ChinaXi Jinping
Policy● mixedThe Debate Over a Diesel Export Ban Is Giving Europe WhiplashEU officials are in talks with the Trump administration to head off export controlsDieselEuropean UnionTrade and tariffs
Policy● mixedWhite House seeks review of OpenAI and Anthropic models before UK testingThe US administration wants to review new models before they are shared with UK partnersOpenAIAnthropicUnited Kingdom
Policy● mixedDutch premier seeks to prevent new US export curbs on ASMLDutch Prime Minister Rob Jetten spoke with US President Donald Trump about preventing new restrictions on ASMLTrade and tariffsEuropean UnionASML
● mixedXi-Trump summit: Nod to historic ‘peace toast’, seabass and a lot of Chinese influence, what's on state dinner menu?Xi-Trump state dinner is scheduled for this evening in the White House East RoomXi JinpingChinaAmazon
Policy● mixedBurnham under pressure to lobby Trump on US diesel export banReform’s Robert Jenrick contacted the Trump administration over a potential US diesel export banDieselUnited KingdomTrade and tariffs
● mixedUS-China talks: Trump calls for balanced trade; Xi urges fair treatment for Chinese firmsUS–ChinaTrade and tariffsXi Jinping
Policy● mixedBig business warns Trump against diesel export ban in joint letterBusiness leaders warned Trump against a diesel export ban in a joint letterDieselOil and gas companiesTrade and tariffs
Policy● mixedTrump rolled back regulations for oil company campaign donors, Democrats sayCrude oilExxonUS midterms
● mixedTrump-Xi summit puts stability ahead of a breakthrough, with Taiwan concerns in focusXi JinpingUS–ChinaTaiwan
● mixedTrump says AI will feature in Xi meeting but wants no change to current approachTrump said AI would be a “big topic of discussion” when he meets Xi on ThursdayXi JinpingUS–ChinaAI
● mixedAI could overshadow Taiwan and Iran at Trump-Xi summit: Why US and China want a crisis hotlineAIUS–ChinaGeopolitics
● mixedChina's rare earths dominance to overshadow Trump's talks with XiCritical mineralsChinaUS–China
Legal● mixedWhite House restores CNN, MS NOW and Politico access after court orderAccess was restored after a federal judge ruled Trump's ban likely violated journalists' constitutional rightsMediaCNNMS NOW
Market move● mixed11:11 | A grand welcome for Xi in Washington; NSE makes market debut; insurance stocks tumbleTrump welcomed Xi Jinping in Washington as the US and China extended their trade truceXi JinpingUS–ChinaTrade and tariffs