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Geopolitical Market Analysis

Geopolitical Market & News Analysis — September 29, 2026 Executive SummaryMarkets opened the week under dual pressure from renewed Middle East escalation and a sharp repricing of U.S. monetary policy. President Trump’s rejection of Iran’s latest proposal to reopen the Strait of Hormuz reignited oil-supply fears, lifting crude and reinforcing inflation concerns. U.S. Treasury yields […]