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Mines in the world's busiest oil chokepoint reprice war-risk insurance and crude before US markets reopen, with the IEA already flagging supply slipping below demand this year. Energy names and tanker operators feel it first.

IRAN'S IRGC NAVY SAYS OIL TANKER CAUGHT FIRE AND EXPLODED AFTER HITTING MINE IN STRAIT OF HORMUZ - IRANIAN MEDIA
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Any deal that reopens Hormuz pulls the war premium out of crude that has been trading near $98, and energy names move first when it happens.

JUST IN: Iran urges US to accept proposal to reopen Strait of Hormuz, per Reuters https://t.co/7Y6THc87ha
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Citi follows JPMorgan in locking autonomous agents out of customer accounts, closing the door on the distribution channel agentic-finance startups were counting on.

BREAKING: Citi has barred AI agents from logging into customer accounts or making transactions on its digital banking platforms.
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Nine straight months of Japanese banks pulling money home means one of the biggest buyers of global debt has turned seller, and Treasury yields feel that at the margin.

BREAKING: Japanese banks sold -$16 billion of foreign bonds in September, their largest monthly sale since February. This also marks their 9th consecutive monthly sale, the longest streak since 2022. As a result, sales of foreign debt by Japanese banks in the first 9 months of https://t.co/u6Vp1dwQa2
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