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The Stories Moving Markets
Every report on each story, in one continuously updated timeline — with a summary of where things stand.
109 reports · updated 2026-10-14
Iran War
The war began on February 28. The US Navy has held a blockade around the Strait of Hormuz since spring; transit runs at roughly a third of pre-war volume.
Latest: Trump Threatens the Houthis — After the Midterms. Until Then, He Might Ask Erdogan and Syria to Fight Them.
25 reports · updated 2026-09-27
China & Xi
Xi’s September 23–25 state visit ended with warm optics and no written breakthroughs. Trump greeted him at Joint Base Andrews, toasted that the two leaders “represent different systems” but have “never gotten along better,” and put “super intelligence” on the agenda as a security issue.
Latest: Taiwan Didn’t Make the Summit Fact Sheet. ‘World War II Allies’ Did — and Japan Noticed.
15 reports · updated 2026-10-14
2026 Midterms
Trump is framing November as a referendum on himself — “treat my name as if it’s on the ballot” — warning that a Republican loss means impeachment, tax-cut reversal, and border collapse.
Latest: Trump Threatens the Houthis — After the Midterms. Until Then, He Might Ask Erdogan and Syria to Fight Them.
8 reports · updated 2026-10-09
Trump & AI
Trump announced an “AI Force” modeled on the Space Force, led by an AI Czar to be named soon — while calling AI-risk concerns a “radical-left scam” comparable to climate change.
Latest: Medals for Musk, Huang, Su, and Brin — Three Weeks After ‘Traitors, Be Careful’: Trump’s Two Messages to the AI Industry
7 reports · updated 2026-09-13
US–Canada Trade War
Talks collapsed on August 21. The US imposed tariffs of up to 50% on $20B of Canadian goods from August 22, and announced 50% tariffs on Canadian autos, parts, and steel from January 2027.
Latest: Trump Says the War Ends on Schedule. He Also Just Confirmed Iran Hit the Pipeline That Bypasses Hormuz.
8 reports · updated 2026-09-17
Trump vs. the Fed
Trump replaced Jerome Powell with Kevin Warsh in May on the expectation of rate cuts.
Latest: The Fed Hiked — Unanimously, Including Trump’s Own Chair. Trump’s Defense: He Told Warsh How to Vote.