· Monday
Daily briefs generated by sembr, the open-source semantic intelligence engine · every item links to its sources
Bond selloff resumes as Brent tops $108; October hike pricing holds near two-thirds
The post-hike repricing extended into a new week — the 10-year back above 5.2% and Brent above $108 — while October hike pricing held near 64–65% against a dot plot whose median implies only one more move, leaving the marginal driver of the long end in policy-path and real-rate repricing rather than inflation compensation .
Trump publicly rejects Iran's Hormuz-for-ceasefire proposal as Brent tops $106 with the strait still shut
President Trump moved his rejection of Iran's seven-day Strait of Hormuz reopening offer from a leaked report to an on-record statement — "They made a proposal but I rejected it" — sending Brent up 1.8% to $106.31, WTI up 1.3% to $93.62, and stocks mostly lower, while the strait remains closed and the strike-risk timeline is now set after November's midterms .