Market pulse › Iran
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Net tone▼ −65% today
Market check
Developing6 storylines
Iran in three lines
- Brent crude rose $1.32, or 1.27%, to $105.64 after Trump rejected Iran’s peace proposal
- Trump said the US could end the Iran conflict soon, after which oil prices would fall sharply
- The rupee and government bonds faced pressure as oil prices climbed and Iran diplomacy hopes faded
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Market move▼ bearishTreasury Yields Rise Amid U.S.-Iran Diplomatic StalemateTreasury yields rose in Asian trade on MondayMiddle EastCrude oilUS Treasuries
Market move▼ bearishCrude Oil Prices Spike: Brent Jumps 3% To Cross $107 Per Barrel As US-Iran War Uncertainty PersistsBrent jumped 3% to cross $107 per barrelCrude oilGeopoliticsMiddle East
Market move▼ bearishAsian shares trade mixed as oil prices rise amid Iran war uncertaintyAsian shares traded mixed as oil prices rose amid uncertainty over the Iran warCrude oilAsian marketsGlobal markets
● mixedIran Turns to Prabhas’ Baahubali For Defiant Message To US: 'Will Never Bow Our Heads'Geopolitics
Market move● mixedGold & Silver plunge 4%: Why falling Iran peace talks & US yield triggered selloffGoldSilverUS Treasuries
Market move▼ bearishGold slips below ₹1.50 lakh on US-Iran impasse; silver tumbles tooComex gold futures fell to around $4,230 per ounce, a seven-week lowGoldSilverGeopolitics
▼ 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 HormuzStrait of HormuzGeopoliticsDonald Trump
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 oilGeopoliticsDonald Trump
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
Market move▼ bearishIndian central bank likely shielding rupee as US-Iran impasses lifts oil prices, traders sayThe rupee declined 0.1% to 95.89 per dollarRupeeRBICrude oil
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 electionsBitcoinDonald TrumpGeopolitics
Market move▼ bearishRupee weakens to 95.88–95.95 per dollar as oil rises and foreign outflows persistRupee opened at 95.88–95.89 and fell to 95.95 against the dollarRupeeCrude oilUS dollar
● mixedWhy a midterm defeat could make Trump more dangerous on IranDonald TrumpUS midtermsMiddle East
Market move▼ bearishRupee faces pressure as Iran talks stall; RBI intervention seen as a bufferThe rupee settled at 95.8125 to the dollar on FridayRupeeRBIUS dollar
▼ 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 HormuzCrude oilDonald Trump
Market move● mixedIndian shares on track for tepid open as US-Iran stalemate lifts oil pricesCrude oilGeopoliticsNifty and Sensex
Market move● mixedCommodity Corner: Oil rebounds on middle east tensions, gold extends declineCrude oilMiddle EastGeopolitics
Market move▼ bearishStock Market LIVE: GIFT Nifty signals tepid open; Kospi down 2%; Brent rises on US-Iran tensionGIFT Nifty signalled a tepid open; Kospi fell 2% and Brent roseAsian marketsCrude oilNifty and Sensex
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 oilGeopoliticsDonald Trump
Market move▼ bearishOil Prices Rise Again: Trump rejects Iran proposal; markets stay volatileOil prices surged on Monday after Trump rejected Iran's peace proposalCrude oilDonald TrumpMiddle 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 oilDonald TrumpGeopolitics
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 HormuzDonald TrumpCrude 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 sharplyDonald TrumpCrude 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”Donald TrumpGeopoliticsUS midterms
Market move● mixedAsia stocks start cautiously as oil climbs on doubts over US-Iran truceAsian marketsCrude oilGlobal markets
Market move● mixedDollar firms as US-Iran tensions lift oil and strengthen hawkish Fed betsThe dollar strengthened as investors anticipated inflation data and central bank decisionsUS dollarCrude oilUS Fed
Market move▼ bearishRupee and government bonds face pressure as oil rises and Iran diplomacy hopes fadeThe rupee and government bonds are vulnerable as oil prices climbRupeeG-secsCrude oil
Market move▼ bearishGIFT Nifty signals weak start as Asian markets trade mixedGIFT Nifty signalled a negative start for Indian equitiesNifty and SensexFII flowsCrude oil
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 oilDonald Trump
Market move● mixedOil prices climb as Iran holds firm on Hormuz terms and Trump rejects proposalCrude oilStrait of HormuzGeopolitics
● mixedIran pressed to make nuclear concessions to revive peace talks with USGeopoliticsMiddle EastNuclear power
Market move▼ bearishOil Rises on Geopolitical Risks, Stockpile DeclineOil gained amid geopolitical risks and a decline in stockpilesCrude oilGeopoliticsRussian oil
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 oilDonald TrumpStrait of Hormuz
Market move▼ bearishGold Tilts Lower as Iran Impasse Continues to Fan Rate-Hike BetsGold was set to end the week lower as elevated energy prices lifted bond yields and rate-hike betsGoldBond yieldsUS Fed
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 oilDonald TrumpStrait of Hormuz
Market move● mixedFestive shopping to pinch as Iran war sets AC, TV prices on fireGeopoliticsFestive seasonInput costs
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 oilDonald Trump
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 oilDonald Trump
Expansion▲ bullishChabahar-Zahedan rail link completed, to boost India's access to Central AsiaIran has completed the Chabahar-Zahedan rail linkRailwaysInfrastructure
● mixed5 Men Arrested Near UK's RAF Fairford Base Used For Iran StrikesFive men were arrested near RAF Fairford, a base used for Iran strikesUnited KingdomGeopolitics
● mixedDonald Trump Expects More US-Iran Talks This Week: ReportsTrump rejects Tehran’s seven-day plan to reopen the Strait of HormuzStrait of HormuzDonald TrumpGeopolitics
● mixedIran's foreign minister keeps indirect talks with the U.S. open; Iranian navy claims capture of underwater droneIran’s foreign minister says talks are the only way to break the deadlock with the USGeopoliticsStrait of Hormuz
Market move● mixedWeek Ahead On D-Street: Auto Sales, Crude Oil, US-Iran Conflict Among Key Triggers To Drive Sensex, NiftySensex and Nifty entered the final week of September after a seven-week losing streakNifty and SensexCrude oilGeopolitics
● mixedBrics can serve as a platform for talks, cooperation, and reaching consensus: Iranian ambassador FathaliIran’s ambassador said BRICS can support talks, cooperation and consensusTrade dealsUnited NationsBRICS
Market move● mixedDalal Street Week Ahead: US-Iran situation, crude oil prices among 10 key factors to watchCrude oilNifty and SensexMiddle East
Market move▼ bearishMark mood check: Crude, US-Iran talks and economic data to drive Dalal Street this weekDalal Street faces a holiday-shortened week, with crude prices and US-Iran talks in focusCrude oilGeopoliticsNifty and Sensex
Market move● mixedGeopolitics, crude oil and macro signals expected to steer markets in a shortened weekUS-Iran diplomatic talks and crude oil prices are in focusGeopoliticsCrude oilBond yields
Market move▼ bearishWill Nifty, Sensex tumble on Monday? 5 factors which will drive D-Street action this weekNifty has declined for seven consecutive weeksGeopoliticsCrude oilNifty and Sensex
Market move▼ bearishEurope braces for LNG tug of war with AsiaEU gas stores are at record lows, raising competition with Asia for LNG cargoesNatural gasEuropean UnionGeopolitics
● mixedUS claims successes in isolating IranTreasury Secretary Scott Bessent said he sent envoys worldwide to pressure countries to economically isolate IranScott BessentGeopolitics
▼ bearishJaishankar calls targeting of commercial shipping, seafarers ‘simply unacceptable’ amid Gulf conflictIndia urged restraint and de-escalation amid the Gulf conflictShipping and logisticsGeopoliticsShipping Corporation Of India
▼ bearish‘Because they’re dying’, ‘They have no money now’: Trump reveals why Iran wants Strait of Hormuz reopenedTehran seeks sanctions relief, an end to the blockade and a ceasefire before fully reopening the Strait of HormuzStrait of HormuzShipping routesGeopolitics
● mixedDonald Trump Again Says Iran 'Can Not Have A Nuclear Weapon'Trump reiterated that Iran cannot have a nuclear weapon in a Truth Social postDonald TrumpGeopolitics
▼ bearishIran Warns US Bases In Middle East Will Be Targeted If Washington 'Makes A Mistake'Iran warned it would target US bases in the Middle East if Washington attacksStrait of HormuzMiddle EastGeopolitics
● mixedChina, US Reach Agreements On Iran, Trade, Military Crisis Prevention: ReportChina and the US reached consensus on trade, Iran, AI and military cooperation after Xi Jinping and Donald Trump talksUS–ChinaTrade and tariffsGeopolitics
● mixedHormuz Crisis: Iran President Pezeshkian Says Diplomacy, Not Force, Can Reopen StraitStrait of HormuzGeopoliticsShipping routes
● mixedHouthis attack Saudi Arabia again as Trump rejects ceasefire offerSaudi air defences intercepted two Houthi drones targeting RiyadhHouthisSaudi ArabiaMiddle East
● mixedUK PM Burnham to set out economic vision as inflation, Iran war pose challengesUnited KingdomInflationGeopolitics
● mixedBus overturns in Iran killing 11, injuring 24 in central Markazi provinceBus crash in Iran killed 11 and injured 24
▼ bearishIran Says No Nuclear Concessions Even If US Accepts Strait Of Hormuz ProposalIran says it will make no nuclear concessions even if the US accepts its Strait of Hormuz proposalStrait of HormuzGeopoliticsMiddle East
● mixedUS pressure campaign cuts Iran’s banking and air links as war drags on - WSJBanksGeopoliticsShipping routes
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 refineriesDieselDonald TrumpRussian oil
Market move▲ bullishBattered bonds draw support from falling oil pricesUS Treasury yields fell slightly as oil prices declined on hopes for a US-Iran truceCrude oilUS TreasuriesBond yields
Market move▲ bullishCrude oil price dips as traders weigh US-Iran Hormuz talks, supply risksWest Texas Intermediate futures traded below $94 a barrelCrude oilStrait of HormuzGeopolitics
● mixedJaishankar signs UN cybercrime convention and meets Russia, Iran counterpartsThe convention aims to strengthen international cooperation for a safer digital futureRussiaS Jaishankar
▼ bearishTrump rejects Iran proposal to reopen Hormuz as regional tensions persistTrump said he rejected Iran’s proposal to reopen the Strait of HormuzStrait of HormuzDonald TrumpHouthis