MMN Editor

Frank Luntz delivers a warning to Democrats.
Pollster Frank Luntz was on CNN this morning delivering more bad news for Democrats.
Luntz, who famously predicted President Hillary on Election Day in 2016, is showing new-found respect for the 45th and 47th US President.
Frank Luntz predicts a Hillary win on Election Day 2016. Boy was he wrong!
Luntz lost all credibility after that bold prediction along with the rest of the pollsters in 2016.
But the same jackals come around every four years to make their predictions against Republicans and Donald Trump.
However, Luntz may have learned a thing or two back in 2016. On Monday he warned Democrats that if Trump’s staunch supporters come out in November, he wins!
There has NEVER been a candidate like President Donald J. Trump!
And, his supporters are NOT ready to give up on him yet — despite ALL of the Chinese bots in your comment sections!
Trump is the one man holding America together!
Frank Luntz:  If President Trump can keep the House and keep the Senate, And he has proven how powerful he is. And make no mistake, to every viewer watching, Donald Trump does have more influence on more races than any other Republican, even than Ronald Reagan.
I’ve never seen a Republican as engaged and involved as this guy, and it matters. But also make no mistake, we’re not in the same election. Voters are frustrated. And many of them are angry and they want results, not rhetoric. And they expect the president to make changes. And they don’t like the war. They don’t like the affordability crisis. And they don’t like the style and the ugliness. And I’d say one more thing to people who are working for Donald Trump. You can bash the pollsters all you want. On Election Day, as the great quote John Wooden said, the votes are the votes. The results are the results.
And I think this is going to be a challenge for GOP candidates. But if he turns out his people who still like him, still believe in the Trump message and the Trump agenda, we can have an upset.
Here is the full video on CNN.

The post Pollster Frank Luntz Delivers More Bad News to Democrats: If Trump Turns Out His People “Who Still Like Him, Still Believe in the Trump, We Can Have an Upset” (Video) appeared first on The Gateway Pundit.

The personal consumption expenditures price index was projected to show an annual gain of 3.7% on headline and 3.3% for core, according to the Dow Jones consensus.

Private job creation picked up in September after a brief slowdown.

Iran Says It Received Official US Counter-Proposal On Ending The War

At a moment there are widespread reports that Persian Gulf exports are fast recovering, there are simultaneous emerging albeit delayed reports of new tanker attack incidents that happened Tuesday.

On apparent crude transit recovery amid continued deep uncertainty, “For now, that reduces fears of an immediate crude shortage and explains why prices can fall even though talks between the US and Iran have made no clear progress,” Simon-Peter Massabni from XS.com says. “The market’s main question is whether this faster pace of shipments can be sustained through October.”

But the UK’s Maritime Trade Operations agency has announced more vessel incidents which looked to have happened on Tuesday. Three distinct incident advisories detailing strikes on vessels within the region. The affected ships included a liquefied natural gas carrier and a crude oil tanker, both of which were reportedly impacted by unidentified projectiles – with little other details known.

via cntravelerWe reported earlier on one of the three assaults, which involved a Very Large Crude Carrier in the Strait of Hormuz getting hit by a drone, after which a fire briefly erupted but was extinguished, and the tanker traversed on, and with no casualties.

In the meantime Islamic Revolutionary Guard Corps (IRGC) spokesman Hossein Mohebbi has proclaimed that there is a “military conflict” in the Strait of Hormuz on a daily basis but that the US is not responding.

“We have been hitting small ships and preventing them from passing for a long time, but America does not respond,” Mohebbi told semi-official Fars news agency.

Axios late in the day Tuesday had cited “little progress” in US-Iran indirect talks, with on Wednesday an Al Jazeera correspondent saying that Washington has submitted a counter-proposal to Tehran. Here’s more from Axios which basically contradicts much of their own earlier in the week reporting:

Efforts this week by Qatari mediators to broker a diplomatic breakthrough between the U.S. and Iran have made little progress, with neither side willing to budge, according to three sources familiar with the talks. The stalemate bolsters the belief on both sides that a renewed military conflict is becoming more likely. U.S. officials think President Trump could order a return to major combat operations after the midterms.

Iran has hit atleast 3 tankers today crossing the strait of hormuz. One of them an lng tanker!
Largest number of hits in a single day. Us is likely to respond https://t.co/OJ824xqajP pic.twitter.com/1SBfWT1fwA
— Ali (@MerruX) September 30, 2026
On the counter-proposal: “So far, we have no idea what Iranian Foreign Minister Abbas Araghchi received from the US through Qatari mediators,” Al Jazeera writes. “But we know he has received a proposal and presented it to the Iranian cabinet, opening it up for discussion.”

According to more:

Iranian Foreign Minister Abbas Araghchi presented the U.S. response to President Masoud Pezeshkian at a Cabinet meeting, government spokesperson Fatemeh Mohajerani told the state-run IRNA news agency.

“We will make every effort to bring the agreement to fruition and will firmly stand up for the rights of the Iranian people,” Pezeshkian said. “The agreement must now be based on a win-win strategy.”

Some additional, though scant details:

Iranian Foreign Minister Abbas Araghchi received U.S. feedback via Qatari mediators in Doha on Tuesday on a seven-day plan aimed at building trust between Washington and Tehran, with sequencing the main sticking point, Reuters reported. Reuters said the Qatari mediators conveyed the feedback they had received from Washington on Monday, meeting Araghchi and his team on their way back from the United States.

President Trump had over last weekend made clear he he was rejecting Iran’s initial proposal for a 7-day ceasefire plan and roadmap to peace. But clearly there’s still some important messaging taking place via Qatar, and now that the Iranian officials who traveled to New York for the UN General Assembly are back in Tehran.

Qatar also feeling deep economic pain:

🇶🇦 Qatari Prime Minister Sheikh Mohammed bin Abdulrahman Al Thani called the war on Iran one of the biggest crises in Qatar’s history, telling Piers Morgan that LNG exports through Hormuz are “barely happening.”
He was asked about a reported $24 billion in lost gas sales, an IMF… pic.twitter.com/wdpSmIv4WB
— Drop Site (@DropSiteNews) September 29, 2026
Al Jazeera has some solid commentary from a regional watcher on the big picture and where things stand, also as the Iranian economy is obviously taking big hits:

The United States and Iran are under intense pressure to end the conflict with Tehran’s economy reeling from expanding US sanctions and President Trump looking for a political victory ahead of midterm elections in November, an analyst says.

“Both sides are suffering pressure,” said Luciano Zaccara, an adjunct associate professor at Georgetown University in Qatar.

“Iran needs to get something in exchange for lifting the blockade [of the Strait of Hormuz]. They need the release of sanctions, they need to get money or else the economy will be totally devastated.”

The US, meanwhile, needs to “get out of this mess” in a way in which Trump can plausibly claim to have “won something”, added Zaccara.

The alarming alternative, which could be unleashed at any moment, is that either side could attempt to further bomb their way out of the standoff while seeking to impose new red lines toward getting what they want.

More Latest Developments

via Newsquawk…

The Iranian government spokesperson said Foreign Minister Araghchi presented President Pezeshkian with a US proposal following his New York trip, which included discussions on Iran’s conditions for reopening the Strait of Hormuz, IRNA reported. This followed a Reuters report, which also highlighted that the main dispute between the US and Iran does not concern the components of the plan itself, but rather the order of operations and the stages of implementation of the seven-day framework.
US White House is reportedly tempering expectations of an imminent breakthrough between US-Iran, Semafor reported, with a source suggesting that “the bar is being raised very high.”
A senior source said mediators are working to return negotiations to a broader track that includes the nuclear issue, Al Hadath reported.
US-Iran talks and efforts by mediators this week yielded little progress, raising the odds of renewed combat, while Qatar will continue efforts despite growing frustrations with both sides, according to Axios.
IRGC aerospace advisor said Iran can sustain current missile firing rates for years and the era of attacks without response is over.
UKMTO said that a crude oil tanker was struck on the port side by an unknown projectile in the Strait of Hormuz on September 29th. Following this, UKMTO separately reported that an LNG tanker was struck by an unknown projectile on September 29th within the Strait of Hormuz.
An incident was reported on a plane flying from Dubai to Tel Aviv, with recent reporting suggesting that the incident was a terrorist attack, Al Jazeera reported. The report suggested that the co-pilot who stabbed the other pilot was of Omani origin.

Tyler Durden
Wed, 09/30/2026 – 08:25

US Futures, Treasuries Flat Ahead Of Core PCE, Micron Earnings

Futures are higher with S&P leading both tech and small caps ahead of today’s core PCE data and Micron earnings after the close, as yields remain sticky, unchanged from yesterday’s multi-decade highs, and the USD fractionally lower. As of 8:00am ET, S&P futures are flat, with Nasdaq futures down fractionally as semis dip -20bp lagging the broader Tech tape but leading Software (-54bp) and Memory (-80bp) after Korea’s Kospi closed lower erasing an early bounce. In premarket trading, Mag7s are the leaders (+28bp) ahead of Micron later. Ex-Tech, the other major sectors are indicated higher pointing to an ‘Everything Rally’ / broadening, albeit on low volume and conviction. With US/Iran deal optimism supporting markets, JPM’s market intel desk, which this week reverted back to being tactically bullish, says that an actual deal likely triggers a tactical squeeze / broadening. Treasuries were little changed a day after 30-year yields hit their highest since 2002. The dollar held near its highest level since July. Commodities are rebounding led by energy: Brent rose modestly to above $103 a barrel, up about 14% for the month despite signs that crude flows from the Middle East are returning to pre-war levels; WTI is above $90/bbl, base metals are leading precious (gold flat; silver down), and ags seeing a broad-based bid. Today’s macro focus is on PCE and 4x Fed speakers with yesterday’s highlight being Williams whose comments pointing to 1x more hike in 2026, not 2x. If PCE prints cooler, we may see a material repricing in bond yields lower.

In premarket trading, Mag 7 stocks are mixed: Alphabet +1%, Nvidia +0.1%, Amazon -0.2%, Apple little changed, Tesla -0.8%, Microsoft -0.1%, Meta Platforms -1%

Achieve Life Sciences (ACHV) gains 3% after Stifel initiated coverage with a buy recommendation, citing a “potential blockbuster opportunity” for the biotech firm’s smoking-cessation drug candidate.
Boeing (BA) rises 2% after the company beat Northrop Grumman Corp to produce the Navy’s next Top Gun fighter jet. Northrop (NOC) falls 4.3%.
Cal-Maine (CALM) falls 6% after the egg producer reported net sales for the first quarter that missed the average analyst estimate, and said it won’t pay a cash dividend in the first quarter.
Concentrix (CNXC) is down 9% after the call-center operator forecast fourth quarter revenue below expectations amid investor concerns that the business could come under pressure from AI-assisted automation tools.
FactSet (FDS) falls 2% after the financial-data provider gave a 2027 earnings per share forecast that missed the average analyst estimate.
GameStop (GME) gains 1% after a filing showed that Chairman and CEO Ryan Cohen purchased $10.6 million worth of shares.
Moderna (MRNA) declines 6% after Citi downgraded the vaccinemaker to sell, saying optimism from its recent oncology success is more than priced in the stock’s outsized rally.
Robinhood (HOOD) rises 2% after the brokerage launches new products that help users utilize AI agents to build and execute trading strategies. It’s also allowing customers to trade perpetual futures on some cryptocurrencies.
Vanda Pharmaceuticals (VNDA) rises 4% after the drugmaker said its drug Hetlioz met its primary endpoint in a late-stage trial for adults with Delayed Sleep-Wake Phase Disorder — a circadian rhythm sleep disorder
In other corporate news, Boeing beat Northrop Grumman to produce the Navy’s next fighter jet, the F/A-XX, with the award valued at more than $20 billion.  Concentrix cut its revenue forecast for the year, which Bloomberg Intelligence says highlights “stronger near-term headwinds for customer-experience outsourcing.” Paramount’s delays in financing debt to fund the Warner Bros. Discovery deal could cost the company up to half a billion dollars a year more in interest payments.

Stock futures are edging higher on the last day of a tricky month dominated by surging bond yields – fueled by a sharp repricing of expectations for US interest rate hikes to contain energy-driven inflation –  stubbornly high oil prices and alarming AI headlines. Equity volatility has been remarkably subdued, given the backdrop, but hedge funds now seem to be positioning for more volatility. The S&P 500 limited its losses in part thanks to a narrow rally in AI-linked stocks on optimism over the sector’s prospects, a view that will face a test when Micron reports after the close. Treasuries pared gains to leave US 10-year yields only down 1 bp at 5.22%. 

“The bar is so, so high that they’ll likely be very good numbers, but it all feeds through into the demand story that we need to keep seeing,” said Rory McPherson at Magnus Financial Discretionary Management. “So long as that holds, I would expect the tech trade to keep moving.”

With a report on US private payrolls and the latest gross domestic product update due alongside the PCE release, Ipek Ozkardeskaya at Swissquote noted that different combinations of readings could have a range of outcomes for markets. “A combination of robust growth and a recovery in the jobs market would allow the Fed to hike rates to fight rising inflationary pressures, provided that price pressures look concerning,” she said. “That would keep upward pressure on short-term yields and the US dollar, while weighing on equities.”

But it is the core PCE that will be key for direction today. Bloomberg Economics expects the report to show an acceleration in monthly inflation. For PCE price indexes, Bureau of Economic Analysis updated methodology for calculating inflation in three components is expected to trim August year-on-year change by a few tenths of a percentage point.

Growth and jobs data below expectations and elevated inflation could see the gap between two- and 10-year US yields narrow, threatening risk appetite and weighing on the dollar. Strong GDP and jobs figures coupled with a softer-than-expected PCE reading would be the best possible scenario, easing pressure on yields and supporting equities, though also the furthest from her base case.

While equities are ending September little changed from the start of the month, market breadth is weak, with S&P 500 equal-weight lagging the cap-weighted set for the largest monthly underperformance on a down month since 2020. Stocks have been held up by tech and AI gains, putting Goldman Sachs’ High Beta Momo Index on track for its best month since June 2000.

Besides the PCE data,  Micron’s latest results will be keenly watched – more for the chipmaker’s commentary and outlook than headline results (consensus expects 355% year-on-year sales growth). We will have a full preview shortly. Elsewhere in tech, there were a flurry of headlines from OpenAI’s DevDay – from fundraising plans to the unveiling of personal AI agent Dots.

On the AI safety narrative, Trump endorsed using independent audits to assess the safety of AI systems through an accord with Silicon Valley leaders that seeks to sidestep new government rules in addressing rising concerns about AI risks. Not every one is convinced. We don’t know whether AI represents an existential threat, but “the policy response is a superficial rebranding attempt,” says Jonestrading’s Mike O’Rourke.

Apollo Chief Economist Torsten Slok, meanwhile, asks if AI customers will generate a lot more cash than analysts expect, or if tech firms’ cash flow forecasts are too optimistic, as both outlooks can’t be correct at the same time. It “raises the question of who exactly will be writing all those checks to buy AI services,” notes Slok.

As reported previously, hedge funds net sold global stocks for the first time in five weeks through Sept. 24, while buying US tech more than any other sector for a fourth straight week, according to Goldman Sachs’s Prime desk. Barclays strategists, meanwhile, note that equities continued to see inflows in September but they say momentum is fading as higher rates diminish the appeal of the so-called TINA trade.

European stocks were set for their first monthly decline since March. Inflation overshot estimates in France and Italy, increasing pressure on the European Central Bank to continue raising interest rates. The 10-year French yield premium over safer German peers widened one basis point to 120 basis points, the highest since 2012. Here are the biggest movers Wednesday:

Kongsberg shares rise as much as 5.6% after the defense company signed contracts worth billions of Norwegian kroner and DNB Carnegie upgraded its recommendation to buy from hold
Saga shares soar as much as 15%, the most since January, after the company reported underlying pretax profit well ahead of expectations for the first-half and raised its guidance for the full year
Zegona Communications gains 4.4% after Goldman Sachs analysts initiated the investment firm with a buy rating, citing structural growth in the Spanish telecom market and opportunities to improve margins and cash generation
Avanza gains as much as 3.1% and Nordnet as much as 4.3% after Deutsche Bank initiated coverage of the Swedish savings and investment platforms with buy and hold ratings, respectively. The bank says both are “two winners”
UK water firms rise after Prime Minister Andy Burnham’s comments on the country’s water sector at the Labour Party conference on Tuesday are seen as a “first step in reassurance” in regards to concerns over nationalization, according to Morgan Stanley
International Workplace Group shares rise as much as 6.2%, the most in five months, after the flexible-office provider increased its 2026 share buyback program by up to $50 million
Intercontinental Hotels Group rises as much as 2.6% to a five-week high after Goldman Sachs increased its revenue estimate on US outperformance and Middle East resilience
Everplay shares rise 9.5% to a new high three-year high after the video game developer boosted its revenue guidance thanks to strong performance from new titles
Sinch shares drop as much as 7.5% after the cloud communications provider was initiated with a sell rating at Pareto Securities, which said it will struggle to achieve its growth targets
Tullow Oil shares fall as much as 52% after the UK exploration & production firm lost its arbitration case with Ghana related to a $196.5m tax assessment
Future falls as much as 12% in London after the media company said FY2026 results will meet market expectations, but paused its share buyback to prioritize deleveraging
Juventus shares fall as much as 15% after the Turin-based football club reported an increased annual loss, warned of another in the year ahead and said it plans to raise €250 million through an issue of ordinary shares
Asian stocks rose for the first time in three days, as oil prices steadied. The MSCI Asia Pacific Index was up 0.8% in late afternoon trading, and is on track to close the quarter nearly 1% higher. Japan led the gains Wednesday while Thailand and South Korea fell.  While crude prices have since steadied, its earlier retreat on signs of easing supply disruption helped alleviate investor concerns about energy-induced inflationary pressures. The rebound in equities also came after a brutal selloff in global bonds took a breather.

In FX, the BBG dollar index is modestly lower while the pound sits atop the G-10 FX pile, rising 0.3% against the dollar after UK GDP was unexpectedly revised higher for the second quarter. Sterling also seemed to derive support from UK PM Andy Burnham suggesting he could campaign to take Britain back into the European Union at the next general election. The Aussie dollar is at the other end of the table, underperforming peers after Australian CPI rose less than expected. The euro adds a few pips after hot French and German state CPI data. Elsewhere, Chinese property stocks reversed losses as investors looked past a mortgage subsidy program that fell short of expectations and focused on the possibility of further support measures. 

In commodities, WTI crude oil futures advance, reversing some of yesterday’s drop while Brent crude futures for December rise 1% to around $97 a barrel, sapping some of the earlier upside in bonds. Bitcoin is fractionally higher, trading just under $84K.

In rates, treasuries pared earlier gains and are narrowly mixed in early US session, keeping yields within a basis points of Tuesday’s close. US 10-year yields near 5.24%, reversing an earlier drop, and lagging German counterpart by about 4bp, UK’s by about 1bp.  Following comments by Fed’s Williams on Tuesday, tightening priced into front-end swaps has ebbed to around 12bp for the October decision and a combined 32bp over the October and December meetings. European bonds outperform following data including French and German CPI readings and UK GDP.  IG dollar issuance slate includes a couple of names so far. Paramount Skydance Corp.’s eight-tranche, $30 billion offering is expected to be priced, with terms ranging from two to 40 years. Initial price talk for the 2066 maturity is a spread of about 3.65 percentage points vs the Treasury benchmark. The US session includes a raft of economic releases headed by August personal income and spending and its PCE price indexes, and comments by four Fed officials.

“We’re remain sellers of OATs against the Bund,” said Kevin Thozet at Carmignac in Paris. “The economy in France is deteriorating while improving at the same time within its neighbors. We think the direction of travel is toward 150 basis points, at which point we’d have to reassess.”

US economic data slate includes September ADP employment change (8:15 a.m.), August personal income and spending, 2Q GDP revision, and August wholesale inventories (8:30am) and September MNI Chicago PMI (9:45 a.m., several minutes earlier for subscribers).Fed speaker slate includes Richmond’s Barkin (1:30 p.m.), Governor Cook (3:25 p.m.), Chicago’s Goolsbee (5:10 p.m.) and Minneapolis’s Kashkari (6 p.m.)

Market Snapshot

Top Overnight News

Efforts this week by Qatari mediators to broker a diplomatic breakthrough between the U.S. and Iran have made little progress, with neither side willing to budge, according to three sources familiar with the talks. The stalemate bolsters the belief on both sides that a renewed military conflict is becoming more likely. U.S. officials think President Trump could order a return to major combat operations after the midterms. Axios
Donald Trump has held crisis talks with advisers over whether to impose a diesel export ban or take other steps to contain a fuel crisis that threatens to derail his Republican Party’s midterm election campaign. RTRS
Donald Trump endorsed using outside auditors to assess the safety of AI systems in a pact with Silicon Valley leaders that sidesteps new government rules. BBG
Abu Dhabi is pursuing a $300 billion infrastructure push to reduce reliance on the Strait of Hormuz and curb Iran’s leverage. BBG
Trump released the White House Accord on Super Intelligence following the meeting with AI executives on Tuesday, while the document noted that every company is responsible for developing its own technology safely and each should apply four layers of controls and audits, including implementing strong internal controls to oversee model capabilities and alignment.
Democratic Lawmaker Raskin has reportedly sent letters to Amazon, Google, Meta and Oracle, requesting information regarding NDAs signed with government officials in relation to AI data center projects: WSJ.
China’s economy showed signs of improvement at the end of the third quarter, with official and private gauges of factory, services and construction activity all picking up. WSJ
China’s latest economic stimulus package appears designed to keep economic growth on target rather than deliver a broad revival, leaving investors waiting for more aid to address the country’s underlying demand weakness. BBG
DeepSeek released software developed with Huawei to program AI chips, highlighting their push to challenge Nvidia. BBG
Inflation overshot estimates in France and Italy with energy remaining the main driver. Prices jumped 3.4% in France, the fastest in more than two years, while in Italy they advanced by 4.1%, the most since 2023. BBG
President Donald Trump could unveil plans as soon as Wednesday to tap South Korea’s pledged strategic investment package for about $54 billion to build a liquefied natural gas facility in Alaska ‌and several other major US projects. RTRS
Trump told Axios that Jay Clayton would be a good AI czar.
A more detailed look at global markets courtesy of Newsquawk

APAC stocks were ultimately mixed following the recent drop in oil prices and upside in long-term US yields, while participants digested a slew of data at month- and quarter-end. ASX 200 rallied with nearly all sectors in the green and real estate leading the advances as softer-than-expected headline monthly CPI data and a wider contraction in building approvals lessened the odds for an RBA November rate hike. Nikkei 225 gapped above the 66,000 level and continued to advance with the index shrugging off disappointing Industrial Production and Retail Sales data, in which the former showed a surprise contraction. KOSPI traded indecisively amid weak data and tensions with North Korea after a DMZ landmine explosion injured South Korean officers, while South Korea’s military stated that North Korea’s fortification works increased tensions in the Korean peninsula and that it should apologise for its fortification works.
Hang Seng and Shanghai Comp were mixed, with the Hang Seng indecisive and the mainland mildly underpinned following the encouraging Chinese PMI data, in which headline official Manufacturing PMI matched estimates at 50.1, and Non-Manufacturing topped forecasts and returned to expansion territory at 50.2 (exp. 49.3), while RatingDog Manufacturing and Services PMIs were both stronger-than-expected. In addition, the PBoC recently announced support measures including a 25bps cut to the Pledged Supplementary Lending facility rate to 1.50% from 1.75%, while participants look ahead to the National Day holidays and the week-long closure in the mainland beginning tomorrow.

Top Asian News

Japanese PM Takaichi said that the administration will boost supply side of the economy and that the government will clarify the direction of economic and fiscal policy management.
Japan’s Finance Minister said that they has been in close communication with the BoJ at all levels and sees no big difference in views on the economy and prices.
South Korea’s Finance Ministry said it is watching bond market developments closely and plans to use excess tax revenue to lower bond issuance if required, while it will conduct other stabilising measures including treasury bond buybacks if bond yields rise excessively.
European bourses (STOXX 600 +0.1%) were initially posting gains across the board, but have since waned off best levels as energy benchmarks move higher. Sectors highlight the positive bias. Retail tops the sector pile, with Utilities and Optimised Personal Care rounding out the sector gainers. To the downside is Media, Energy and Construction. Key movers include: Greggs (+7.5%), guides a modestly improved outcome for 2026; Gerresheimer (+3.1%), Q2 metrics rises Q/Q and points to a stronger H2’26; TomTom (+1.7%), expands its Microsoft (MSFT) collaboration; Commerzbank (-2.7%), downgraded to hold from Buy at Deutsche Bank.

Top European News

UK PM Burnham has suggested that a move to rejoin the EU is among the options for the UK, talking to BBC Radio 4. The current settlement has caused more harm than good.
Germany’s SEFE said the German Economy Ministry has ordered the procurement and storage of 8 TWh of natural gas by December 15th.
The German government plans to introduce a sugar tax on July 1, 2027, according to Welt citing a draft. The report added that the government expects it will generate an additional EUR 945mln for the federal budget next year.
Swedish NIER raised its 2026 CPIF inflation forecast to 1.6% (prev. 1.3%) and 2027 to 2.6% (prev. 2.1%). NIER raised its 2026 GDP forecast to 3.09% (prev. 2.4%) and cut 2027 to 2.4% (prev. 2.8%).
FX

Snapshot: G10s are mostly firmer against the USD this morning, which has been hampered following dovish comments from the Fed’s Williams on Tuesday. GBP leads post-GDP, whilst the Aussie lags post-CPI.
DXY is a touch lower this morning, and trades within a 101.19 to 101.46 range; ultimately holding within the prior day’s confines. Some of the mild pressure today is facilitated by Fed’s Williams, who suggested that there was less of a need for a hike in October given the recent move in September. The downside in USD is nonetheless capped given he clarified that one more rate hike “late this year” may be appropriate.
On the data front, PCE is due today. Analysts expect the PCE headline to rise by 0.4% M/M (prev. 0.2%), and the annual rate is seen ticking up to 3.8% Y/Y (prev. 3.7%); core PCE is expected to rise by 0.3% M/M (prev. 0.2%), with the annual rate of core PCE seen rising to 3.4% Y/Y (prev. 3.3%). Another factor to note, the Bureau of Economic Analysis will release updated PCE deflator methodology, applied retroactively through Q1 2021. RBC estimates that core PCE’s annual pace is expected to fall 18bps, which would revise July’s reading to 3.1% from 3.3%.
GBP currently holds towards the top of the G10 list, with Cable holding at the upper end of a 1.3223 to 1.3278 range. The strength comes after mild revisions higher in Q2 GDP, though will likely have little impact on the BoE in the near term. Elsewhere, the JPY also performs well, continuing the strength seen overnight. This comes despite poor Japanese Industrial Production data overnight. In the European morning, Nikkei reported that PM Takaichi will vow a nimble response to unexpected market moves.
EUR is a little firmer this morning, digesting inflation reports out of France and German states so far. French inflation topped expectations amidst rising energy costs, whilst German state metrics held a slight hawkish skew. Overall, nothing all too surprising for the region, given that ECB members have continued to voice concerns about the inflation outlook; however, a sustained rise in prices, evidence of second-round effects and/or lack of US-Iran progress will likely bring an October rate hike into view.
AUD is the laggard this morning, following a weaker-than-expected CPI report; odds of a November hike are priced in at 24%, with a number of key metrics due until then. Westpac analysts reiterated their call for a hold at the November meeting following the inflation figures.
Fixed Income

Fixed is firmer across the board, despite the modest upside in energy and hotter-than-expected inflation out of France and Germany, with Gilts leading as the space gets respite from its recent trajectory, benefitting from UK PM Burnham’s comments and strong GDP data.
Specifically, Burnham said he was open to numerous outcomes with regards to UK-EU relations as the current post-Brexit situation is causing more harm than good. Among the options to consider, he stated they could “go all the way”, i.e. rejoin. A remark which, alongside the upwardly revised Q2 GDP series, has led to outperformance across UK assets this morning, with Gilts, GBP and the FTSE 100 the best performer or among the best in their respective market area.
However, while welcome, the upside was only c. 50 ticks at best in Gilts and leaves the benchmark only a point at best above the 83.72 contract low, with yields across the curve off highs, but also still in close proximity to such levels.
Across the Channel, OATs trade broadly in-line with their German counterpart, with gains of around 40 ticks at the time of writing. However, the OAT-Bund 10yr yield spread has widened further, to over 120bps and the widest since 2012. A move that comes after Tuesday’s debt update and the associated implications of the current plan for the debt-to-GDP ratio vs the EU’s EDP threshold.
Bunds themselves experienced a modest pullback off best levels on the German state CPIs, which printed broadly as expected but with a slight hawkish skew vs the mainland consensus at 13:00BST today. Albeit, the move was modest in nature, with Bunds holding just above 120.00, firmer by over 40 ticks, vs a 120.17 peak.
USTs bid, but the relative underperformers thus far, into a busy afternoon of data and potentially geopolitics. On the latter, we know that Iranian President Pezeshkian has now received the proposal via Araghchi from New York. We now await the leader’s assessment of the matter. Elsewhere, PCE is due today and is perhaps more pertinent given the methodology changes included.
Germany sells EUR 4.177bln vs Exp. 5.5bln 3.00% 2036 Bund: b/c 1.16x (prev. 1.47x), average yield 3.58% (prev. 3.39%), retention 24.1% (prev. 23.62%).
Japan sells JPY 2.15tln 2-year JGB: b/c 3.89X (prev. 2.97X), average yield 1.964% (prev. 1.708%), Tail in price 0.014 (prev. 0.034).
Commodities

WTI Nov and Brent Dec futures remain subdued after yesterday’s pronounced downside, with conflicting US-Iran developments providing little impetus for a sustained recovery. Crude also remains pressured by yesterday’s bearish supply headline which suggested the US offering up to 40mln bbls from the SPR, while private inventories showed a surprise 1mln bbl build (vs exp. 1.1mln draw). Modest upside was seen in the complex this morning after reports of a potential hijacking involving a Dubai-Tel Aviv flight, but was later seen as not a security-incident. However, recent reporting has suggested that the incident may be a “terrorist incident”. Separately, UKMTO reported that a crude oil tanker was struck on the port side by an unknown projectile in the Strait of Hormuz on September 30.
WTI currently trades towards the upper end of a USD 88.58-90.77/bbl range, while Brent sits around the middle of a USD 95.12-97.61/bbl range. Dutch TTF is choppy, with Germany ordering the procurement and storage of 8 TWh of natural gas by 15th December as Europe continues efforts to bolster inventories ahead of winter. TTF now trades towards the middle of a EUR 67.88-70.78/MWh range.
Precious metals are mixed, with gold firmer as global yields ease following yesterday’s sharp steepening, while participants await US PCE later today. Spot gold eclipsed USD 4,200/oz to notch a current range between USD 4,166-4,201/oz, recovering further from Monday’s sharp sell-off. Spot silver is slightly softer and trades around the middle of a USD 60.84-61.72/oz range.
Base metals are firmer following Chinese PMI data, with the official Manufacturing PMI returning to expansion at 50.1 and Non-Manufacturing rising to 50.2, while RatingDog Manufacturing and Services also topped expectations. Note, China heads for a week-long National Day holiday from tomorrow. 3M LME copper trades towards the top end of a USD 14,458.70-14,550.88/t range.
In terms of notable geopolitics, Iran received Washington’s response to its seven-point proposal via Qatari mediators, with reports suggesting the main disagreement centres on the sequencing of the proposed seven-day framework rather than its components. However, Axios reported that talks and mediation efforts this week have yielded little progress, raising the risk of renewed hostilities, while Iran maintains that the Hormuz issue and US blockade must be resolved before nuclear negotiations.
US Private Inventory Data (bbls): Crude +1.0mln (exp. -1.1mln), Gasoline +3.0mln (exp. -0.5mln), Distillate -0.3mln (exp. +0.0mln), Cushing +0.2mln.
OPEC+ oil producers are reportedly set to keep output targets unchanged at this Sunday’s meeting, according to sources.
US White House held crunch talks on a diesel export ban as midterms near, according to FT.
US President Trump will unveil a USD 54bln Alaska LNG plan amid midterm woes.
The Russian government has extended the ban on diesel fuel exports until end-October, IFX reported.
Oman OSP for Nov’ Crude set at USD 114.07/bbl (prev. USD 87.84/bbl).
Iraq’s oil exports averaged 2.65mln BPD in September, including 250k BPD shipped via Turkey’s Ceyhan port, according to the Oil Ministry spokesperson.
Trade/Tariffs

USTR Greer said tariff caps will be considered when setting tariffs in the Section 301 excess‑capacity probe.
China’s MOFCOM warned that if the European side persists in introducing discriminatory restrictions on Chinese enterprises or products, China will resolutely respond in the interests of Chinese industry. It also said regarding reports of some EU member states mulling more forceful trade measures on China, that the tools mentioned are typical protectionist and unilateralist measures and will disrupt the stability of China-EU trade.
The EU is open to providing single-market access to those looking to join the bloc, on the condition they stand with the EU against industrial competition and hostile nations, according to Politico citing sources.
EU trade chief Sefcovic said they are pushing for reforms to tackle excess industrial capacity in G20 and WTO frameworks, while they are working for greater cooperation with the US and other allies to secure supply chains and prevent weaponisation of critical minerals.
Central Banks

Fed’s Williams said rising bond yields show tighter financial conditions at the margin. On AI, Williams said that it is not causing big changes in job levels while highlighting that strong AI investment is important to boost future productivity. On the recent rise in yields, Williams doesn’t believe it is signalling a shift in longer-run inflation views.
BoE Financial Policy Committee (Sep): The re-escalation of the conflict in the Middle East has renewed uncertainty around growth and the path of interest rates in a number of advanced economies.
Geopolitics: Iran

The Iranian government spokesperson said Foreign Minister Araghchi presented President Pezeshkian with a US proposal following his New York trip, which included discussions on Iran’s conditions for reopening the Strait of Hormuz, IRNA reported. This followed a Reuters report, which also highlighted that the main dispute between the US and Iran does not concern the components of the plan itself, but rather the order of operations and the stages of implementation of the seven-day framework.
US White House is reportedly tempering expectations of an imminent breakthrough between US-Iran, Semafor reported, with a source suggesting that “the bar is being raised very high.”
A senior source said mediators are working to return negotiations to a broader track that includes the nuclear issue, Al Hadath reported.
US-Iran talks and efforts by mediators this week yielded little progress, raising the odds of renewed combat, while Qatar will continue efforts despite growing frustrations with both sides, according to Axios.
IRGC aerospace advisor said Iran can sustain current missile firing rates for years and the era of attacks without response is over.
UKMTO said that a crude oil tanker was struck on the port side by an unknown projectile in the Strait of Hormuz on September 29th. Following this, UKMTO separately reported that an LNG tanker was struck by an unknown projectile on September 29th within the Strait of Hormuz.
An incident was reported on a plane flying from Dubai to Tel Aviv, with recent reporting suggesting that the incident was a terrorist attack, Al Jazeera reported. The report suggested that the co-pilot who stabbed the other pilot was of Omani origin.
Geopolitics: Other

Russian Defence Ministry said energy system facilities in Kyiv region were hit in a massive strike, according to IFX.
Loud explosions have been heard in Kyiv, Ukraine.
South Korean military said North Korea fortification works increased tensions on the Korean peninsula and that North Korea should stop fortification works immediately, while it added that North Korea should apologise for its fortification work and that South Korea military personnel were seriously wounded by North Korean mines.
North Korea said South Korea is fabricating baseless findings regarding a mine blast in the demilitarised zone that injured troops, while it warned that South Korea could encounter a miserable and catastrophic situation.
US Event Calendar

7:00 am: Sep 25 MBA Mortgage Applications, prior -1.5%
8:15 am: Sep ADP Employment Change, est. 74.5k, prior 38k
8:30 am: Aug Personal Income, est. 0.5%, prior 0.43%
8:30 am: Aug Personal Spending, est. 0.85%, prior 0.16%
8:30 am: Aug PCE Price Index YoY, est. 3.7%, prior 3.7%
8:30 am: Aug Core PCE Price Index MoM, est. 0.3%, prior 0.2%
8:30 am: Aug Core PCE Price Index YoY, est. 3.3%, prior 3.34%
8:30 am: 2Q T GDP Annualized QoQ, est. 1.5%, prior 1.5%
8:30 am: 2Q T Personal Consumption, est. 3.4%, prior 3.4%
8:30 am: 2Q T GDP Price Index, est. 6.4%, prior 6.4%
8:30 am: 2Q T Core PCE Price Index QoQ, est. 3.6%, prior 3.6%
8:30 am: Aug P Wholesale Inventories MoM, est. 0.45%, prior 1.3%
9:45 am: Sep MNI Chicago PMI, est. 51, prior 47.1
Central Banks 

1:30 pm: Fed’s Barkin Gives Welcome Remarks at Rural America Conference
3:25 pm: Fed’s Cook Speaks at Investing in Rural America Conference
5:10 pm: Fed’s Goolsbee Gives Keynote Address
6:00 pm: Fed’s Kashkari Speaks in Fireside Chat
DB’s Jim Reid concludes the overnight wrap

Good evening from Phoenix where I’m just about to go to bed after I press send here. I’m the keynote lunchtime speaker at our huge long standing annual LevFin conference which attracts over a 1,000 investors and issuers. I’m literally hemmed in by golf courses here which is a bit tortuous not having clubs with me and having to work.

While I’m away, we’re running our end-Q3 market survey. There are several highly topical questions this month. One asks respondents to rank the key drivers behind the recent rise in yields, while another explores how the US is ultimately likely to address its fiscal challenges. We also have a couple of timely questions on oil and on how the Iran conflict may evolve ahead of the US midterm elections. I would be grateful if as many of you could fill in as possible. It should take 2-3 minutes and can be accessed here.

As we await today’s latest US core PCE, and arrive at quarter-end, markets have put in a pretty mixed performance over the last 24 hours, with divergent signals across the major asset classes. On one level there was relief, as oil and gas prices fell back again thanks to some positive supply headlines, with Brent crude down -2.56% to $102.59/bbl. And together with NY Fed’s Williams suggesting there is no “urgency” for the next hike, that helped to dial back expectations of Fed tightening. However, it wasn’t all good news, as the 30yr Treasury yield (+1.9bps) rose for a sixth consecutive session, reaching a post-2002 high of 5.67%. And despite the energy pullback there were still other signs of stress, as US and European HY spreads reached their widest since April, whilst the Franco-German 10yr spread rose to its widest level since 2012.  

We’ll start with the energy news, as the turnaround in oil and gas prices was one of the big stories yesterday. At the European open, it looked like we were set for another day of gains, with Brent crude initially rising to $107/bbl. However, several headlines contributed to the pullback, including a Reuters report that Saudi Arabia had resumed oil loadings from the port of Yanbu. And that follows on from Bloomberg’s report the previous day that Saudi Arabia had now restored around half the flows through the East-West pipeline.

Meanwhile, the US announced that it will offer up to 40m barrels from its Strategic Petroleum Reserve, in what would be its last drawdown in the coordinated global release of oil announced earlier in the year. So that helped oil prices stage a decent intraday turnaround. Brent settled -2.59% lower while WTI crude (-3.48%) saw a larger decline to a 4-week low of $89.48/bbl, with the gap between the two benchmarks widening as the current front-month Brent future expires today. Meanwhile, European natural gas (-4.95%) saw an even bigger decline.

Yet even with the pullback in oil and gas prices, investors struggled to get too excited. There are still no obvious signs of progress towards a deal, and we actually saw longer-dated Brent futures move up once again, with the December 2027 future up another +0.65% yesterday, reaching a new high of $80.81/bbl. So for investors, they’re still pricing in a lengthier period of disruption, even as increased oil flows out of the Gulf have eased the near-term pressure.

That backdrop led to a mixed session for US Treasuries. Initially, yields hit fresh highs across most of the curve before paring back those gains, with the 10yr yield ending the day unchanged at its post-2007 high of 5.24%. Despite the eventual pullback, there was still a fresh milestone for 30yr yields (+1.9bps), which reached a post-2002 high of 5.57%. However, at the front end the 2yr yield fell -5.4bps, and therefore we saw a decent sized steepening on the day.

In addition to the decline in energy prices, the front-end rally was helped by comments from NY Fed President Williams, who said that he saw one more rate hike “late this year” as appropriate and that “there is no need for urgency” following the September hike. So that suggested a high bar to hike as soon as the next meeting in October, and money markets cut back the pricing of an October rate hike from 70% to 47% in response. In other Fedspeak, Governor Barr signaled that further hikes are likely without offering any colour on their likely pace, while St Louis Fed President Musalem suggested that “policy remains somewhat accommodative” after the September hike.  
Meanwhile, we also got a slightly weaker set of second-tier US data. The somewhat backward-looking job openings for August showed an unexpectedly big slowing to 7.079m (vs. 7.228m expected), which is their lowest level in 5 months. In addition, the Conference Board’s consumer confidence measure also saw an unexpectedly big fall to 81.9 in September (vs. 89.0 expected), marking its lowest level since 2014. We did get some more upbeat house price data, with the S&P Case Schiller (+0.32% vs +0.20% expected) and FHFA (+0.3% vs +0.1% expected) series both seeing larger monthly increases. Next up, we have today’s core PCE and the jobs report on Friday, which are likely to get far more attention.

Given all that, US equities struggled to gain traction as well yesterday, with the S&P 500 (-0.17%) slipping back for a second day running. That retreat was fairly broad, with energy (-0.89%) and materials (-0.55%) sectors leading the decline in the S&P 500, while the small-cap Russell 2000 fell -0.35%. The decline would have been worse were it not for a jump among chip stocks, as the Philly semiconductor index rose +1.32%. That move came as Trump pushed back against the idea of new federal AI regulations in a meeting with top AI and tech executives, which agreed on a framework for voluntary audits.

European equities were mixed, with the CAC (-0.53%) and FTSE 100 (-0.45%) leading the Stoxx 600 (-0.09%) lower, though the DAX (+0.10%) eked out at advance.  

European bonds mostly struggled to gain traction, despite the boost from lower energy prices. To be fair, there were some that advanced, and the 10yr bund yield (-1.7bps) fell back from its post-2009 high of 3.64%. However, there was a worse performance elsewhere, with the 10yr OAT yield (+4.2bps) at a post-2008 high of 4.81%, whilst the 10yr BTP yield (+2.2bps) hit a post-2023 high of 4.61%. And in turn, that meant the Franco-German 10yr spread continued to widen, up to another post-2012 high of 118bps by the close. This widening came as France’s debt agency unveiled a plan to borrow a record €340bn in 2027 and amid protests by public-service staff and students ahead of the formal presentation of France’s 2027 budget tomorrow.

Fiscal issues also got some attention in the UK yesterday as Prime Minister Burnham spoke at the Labour Party’s annual conference. His proposed plans included dropping the current pension triple lock after 2030, opening the door to public ownership of water companies and suggesting that the UK will seek a closer relationship with the EU. The 10yr gilt yield ended the day -1.0bps lower.

Asian equity markets are mostly higher this morning, with the Nikkei (+1.28%) leading the gains, while the S&P/ASX 200 (+0.79%), Shanghai Composite (+0.30%), and CSI 300 (+0.18%) are also trading higher. In contrast, the KOSPI (-0.27%) has surrendered its early gains, while the Hang Seng (+0.03%) is flat. S&P (+0.23%) and Nasdaq (+0.23%) futures are higher with Stoxx (+0.69%) contracts even more so.

Early morning data showed that China’s manufacturing sector gained momentum in September, with both private and official surveys pointing to an improvement in economic activity. The private-sector RatingDog Manufacturing PMI rose to 52.1 from 51.5 in August, surpassing expectations of 51.7 and marking its strongest reading since April. The services PMI also improved to 51.6 from 51.4, ahead of forecasts for 51.3. Separately, China’s official manufacturing PMI increased to 50.1 in September from 49.8 in August, in line with expectations and returning to expansionary territory after two months of contraction. The official non-manufacturing PMI climbed to 50.2 from 49.0, comfortably beating forecasts of 49.2, while the composite PMI rose to 50.7 from 49.5.  

Elsewhere, Australia’s inflation accelerated in August, although the increase was marginally softer than expected. Headline CPI rose +4.0% y/y, up from +3.5% in July but slightly below consensus expectations of +4.1%. The trimmed mean, closely watched by the RBA as a gauge of underlying price pressures, held steady at +3.6% y/y and rose +0.2% m/m in August, suggesting core inflation remains sticky despite some moderation in the broader inflation outlook.

Looking at the day ahead now, and European data releases include the September flash CPI prints for Germany, France and Italy, along with German unemployment for September. In the US, we’ll also get the PCE inflation print for August, the third estimate of Q2 GDP, and the ADP’s report of private payrolls for September. From central banks, we’ll hear from the Fed’s Barkin, Cook, Goolsbee and Kashkari, along with the ECB’s Schnabel.

Tyler Durden
Wed, 09/30/2026 – 08:23

You know that awful feeling when you reach for your phone and it is suddenly nowhere to be found. Maybe you left it at a restaurant. Maybe it slipped between the car seats. Or maybe somebody walked away with it. The worst time to start figuring out your phone’s tracking features is after it disappears. Fortunately, iPhone, Google Pixel and Samsung Galaxy phones include powerful tools that can help you locate a missing device and protect the information stored on it. Take a few minutes while your phone is still safely in your hand and make sure these settings are ready.Missed CyberGuy LIVE? Watch the replay and discover 5 ways AI can help you get better healthcare.Our free CyberGuy LIVE class Get Better Healthcare With AI has ended, but you can still watch the full replay. Kurt “CyberGuy” Knutsson walks you through five practical ways AI can help you organize your health history, remember important appointment details, understand complicated medical information, research prescriptions and prepare smarter questions for your doctor. No technical experience is needed.Watch the free replay + downloadable checklist now at CyberGuyLive.com.8 BIGGEST THINGS WE LEARNED FROM APPLE’S 2026 EVENTApple’s Find My system can help locate an iPhone when it is online. With the right settings enabled, supported iPhones can also remain findable when they are offline or for a period after they have been turned off.Find My network lets nearby Apple devices securely help locate your iPhone when it cannot connect to Wi-Fi or cellular service. On supported iPhones, Apple says the Find My network can locate the phone for up to 24 hours after it is turned off or up to five hours while it is in power reserve mode. Meanwhile, Send Last Location automatically sends your iPhone’s location to Apple when its battery reaches a critically low level. That could give you one more place to check if the battery dies before you realize your phone is missing.While you are there, I would check another iPhone security feature called Stolen Device Protection . Open Settings > Face ID & Passcode and enter your passcode. Tap Stolen Device Protection, then make sure it is turned on. By default, Apple applies its added security requirements when your iPhone is away from familiar locations such as home or work. You can make those protections stronger by choosing Always under Require Security Delay. Stolen Device Protection can require Face ID or Touch ID for sensitive actions. Certain account changes can also trigger a one-hour Security Delay followed by another biometric check. Find My cannot be turned off while Stolen Device Protection is enabled. That extra hurdle can be especially useful if someone steals your iPhone and has also seen or learned your passcode.STOLEN IPHONES FUEL SCARY PASSCODE SCAMGoogle now calls its lost-device service Find Hub. If you have added a Google Account to your Pixel, Find Hub is usually enabled automatically. Still, I would check these settings before you ever need them.For the broadest coverage, choose With network everywhere if that option appears on your Pixel. This lets nearby Android devices help locate your phone when it cannot connect normally.You should also open Settings > Location and make sure Use location is turned on. Google recommends setting a PIN, pattern or password too. A screen lock helps your Pixel use Find Hub’s end-to-end encrypted offline-finding network. Supported newer Pixel phones can also remain findable through Find Hub for several hours after the battery runs out or the phone is powered off. For that feature to work, Bluetooth, Location and offline finding should be enabled before the phone shuts down.Go to Settings > Security & privacy > Lost device protection. From there, review the additional theft safeguards available on your Pixel. Depending on your device and software version, you may see Theft Detection Lock, Offline Device Lock, Remote Lock and Identity Check. These features can automatically lock your phone in certain situations or require biometric authentication before sensitive account changes are made. Find Hub helps you locate the phone, while these additional protections can help secure it if someone takes it.If you use a Samsung Galaxy phone, you can take advantage of both Google Find Hub and Samsung’s own device-finding tools.You will need a Samsung account on the phone to use Samsung Find and SmartThings Find. Send last location can preserve the phone’s last known location. Offline finding lets nearby Galaxy devices help update the location when your phone cannot connect normally. Samsung says that if the phone is powered off, you may only see its last known location. That makes turning these protections on ahead of time especially useful.I would keep Google Find Hub available on a Samsung phone as well. Samsung’s current instructions say you can verify it by opening Settings > Google Services > Find Hub > tap on your device > Settings and checking that Allow device to be located is turned on. That gives Galaxy owners another way to locate or secure a missing phone through their Google Account. You may see slightly different wording depending on your Galaxy model, carrier or software version. Samsung notes that some menus can vary between devices.If an iPhone goes missing, open Find My on another Apple device or use Apple’s Find Devices service through iCloud.com. From there, you can view the phone on a map, play a sound or mark it as lost.Google Pixel and other Android owners can open the Find Hub app on another Android device or use Google’s Find Hub through a web browser. You can locate the phone, play a sound or mark it as lost. You can also erase the device remotely if recovery looks unlikely.Samsung Galaxy owners can use Samsung Find or SmartThings Find through their Samsung account in addition to Google Find Hub.If the phone appears to be sitting somewhere nearby, playing a sound can save you from tearing the house apart. However, if the map shows your phone somewhere unfamiliar and you suspect it was stolen, avoid trying to recover it yourself. Contact law enforcement instead.Losing the phone can also open the door to another problem. Thieves have used convincing Apple-style texts and fake Find My websites to trick stolen iPhone owners into revealing their passcodes. A message may claim that your missing phone has suddenly been found and include a link where you can supposedly see its location. Avoid tapping those links. Instead, open Find My yourself or go directly to Apple’s official Find Devices service. The same basic rule applies to Android. If a message claims your missing device has been located, open Google Find Hub or Samsung Find directly rather than signing in through a link somebody sent you.Pro tip: Use strong antivirus software. Strong security software can help warn you about malicious links, phishing sites and other online threats that may appear after your phone is stolen. It adds another layer of protection, but you should still avoid clicking unexpected messages claiming your missing phone has been found. Instead, open Find My, Google Find Hub or Samsung Find directly. Get my picks for the best 2026 antivirus protection winners for your Windows, Mac, Android and iOS devices at CyberGuy.com.Most of us do not think much about these settings while our phone is sitting safely in our hand. Then the phone disappears and suddenly every one of them becomes very important. I would check them now. Make sure your phone can be located, make sure offline finding is enabled and confirm that you know which account you would need to sign in to from another device. You may never need any of these features. If you do, you will already know where to start.Your phone already has some impressive tools for finding it, but those tools work best when you prepare before the phone goes missing. On an iPhone, I would make sure Find My network and Send Last Location are enabled. Pixel owners should check Find Hub and offline finding, while Galaxy users can add Samsung’s Lost device protection on top of Google’s system. I would also spend another minute reviewing the theft protections available on your phone. Apple’s Stolen Device Protection and Google’s theft protection features can make it harder for someone who gets your phone to take control of your accounts. That extra layer could become incredibly valuable when you are already dealing with the stress of a missing device.If your phone disappeared right now, would you know exactly how to find and protect it, or would you be learning these settings for the first time? Let us know by writing to us at CyberGuy.com.Sign up for my FREE CyberGuy ReportCopyright 2026 CyberGuy.com. All rights reserved.

For proof that antisemitism destroys everything it touches, look no further than the Republic of Ireland.Once a famously friendly country, wishing “A hundred thousand welcomes” to every visitor, Ireland now seethes with Israelophobia.What went wrong?IRISH NATIONAL SOCCER TEAM SHOULD BE ASHAMED FOR NOT SHAKING HANDS WITH ISRAELI OPPONENTSThe extent of Ireland’s fear and loathing of the Jewish state was apparent in its soccer clash against Israel on Sunday.The two teams met as part of the UEFA Nations League. From the minute the fixture was announced, Ireland was gripped by rage. “Why would we want to play against those genocidal lunatics?”, asked Dublin’s keffiyeh-adorned chattering class.A Maoist fury descended on the Emerald Isle. A campaign was launched – “Stop The Game” – to try to save “our boys” from the shame of sharing a pitch with Israelis.Sportspeople, politicians, the media and the Dublin left clubbed together to demand the match be called off. Irish soccer players should not be made to mingle with “genocidal murderers”, they cried, conjuring up a demented vision of the boys in green being set upon by wild-eyed Israeli players.At one point, the keffiyeh mob gathered outside the Dublin hotel the Irish soccer team was staying in, barking through megaphones for the game to be stopped.In the end it went ahead. For security reasons, it had to be played behind closed doors in a neutral country – Hungary.ANTISEMITIC VIOLENCE REACHES DEADLIEST LEVEL SINCE 1994, NEW GLOBAL REPORT FINDSYet even at the game, the Irish couldn’t resist landing a smug blow on Israel. The Irish players bowed their heads during the Israeli national anthem. They wore black arm bands for those killed in Israel’s “genocide”.Worse, they refused to shake the Israeli players’ hands, as if they were morally diseased; as if you might catch the genocide bug simply by touching Those People. It was churlish, narcissistic and profoundly unsporting.Ireland has been consumed, head to toe, by the anti-Israel frenzy. Hating Israel is now the moral glue of the cultural establishment. They define their “virtue” through their animus for the Jewish homeland. The more you hate Israel, the more virtuous you become.The mania is everywhere. The media is obsessed with what it falsely calls Israel’s “war crimes”.SIGN UP FOR ANTISEMITISM EXPOSED NEWSLETTERA recent analysis found that between January and May this year, four of Ireland’s main media outlets, including state broadcaster RTE, published 3,007 reports about Israel-Palestine. That’s 20 a day. More than on any other topic.The hate is rife in political circles, too. Politicians openly refer to the “disgusting Zionist regime” .The Irish government has even agitated for a watering down of the meaning of “genocide” in order that we might finally find Israel guilty of it. Shorter version: Let’s stitch up the Jews.Ireland’s biggest cultural exports – from rap outfit Kneecap to bestselling author Sally Rooney – speak of little else besides Israel.You can feel the anti-Israel animus everywhere. Not only in Dublin, Europe’s undisputed capital of Israelophobia. Also in the countryside. I was cycling in the West recently when I saw a Palestine flag in a random field of sheep. Sheep for Palestine? How fitting.Things got so bad that Israel took the extraordinary decision to shut its embassy in Dublin in 2024, citing Ireland’s “demonization of the Jewish state”.The Irish will say they are just “criticizing Israel”. Surely no one’s buying this anymore? “Criticism of Israel” crosses the line into antisemitic bigotry when it becomes disproportionate and obsessive. When it promotes the great, toxic falsehood of our age – namely that Israel is a uniquely barbarous nation not unlike the Nazis of the 1930s.There are only around 3,000 Jews in Ireland. As for the Jewish state – it is 2,500 miles from Dublin, a distant nation over which the Irish have no influence whatsoever.CLICK HERE FOR MORE FOX NEWS OPINIONSo why have Ireland’s elites become so feverishly obsessed with that tiny country?I think it stems from Ireland’s own moral disarray. Ever since the slow-motion collapse of the Catholic Church, Ireland has been on the hunt for a new system of morality, for a new narrative of Good and Evil.IRISH PM REJECTS ANTISEMITISM CONCERNS IN IRELAND AMID DRAMATIC VOTE OVER BOYCOTTING ISRAEL GAMEAnd it has found it in the Israel-Gaza crisis. Israel has become a kind of Satan substitute for post-Catholic Ireland, a demonic entity against which the Irish might measure their virtue.Irishness is now defined almost entirely by its antipathy to Israel. Ed Sheeran, who calls himself “culturally Irish”, found this out following the Macklemore scandal. Sheeran was virtually unpersoned in Ireland for failing to be sufficiently venomous about the Jewish state. He should “never feel welcome in Ireland ever again”, fumed one columnist.There you have it: to be Irish is to hate Israel. Antisemitism has always been an all-consuming mind virus, a blinding conspiracy theory where the Jews come to be seen as the source of every earthly ill. And right now, Ireland has got this virus bad.

Mugshot of Taylor Gosnell via Spartanburg County Sheriff’s Office
A South Carolina mom was arrested on Saturday after allegedly stabbing her two kids over 50 times.
The Spartanburg County Sheriff’s Office reported that Taylor Gosnell, 35, was arrested after allegedly attacking her children with a knife and then leaving them home alone.
Deputies who responded to the scene after one of the children called their grandmother found Gosnell’s children, ages 3 and 6, alive but suffering from severe stab wounds.
Gosnell later returned home while police were still on the scene and was placed in an ambulance, which transported her to a hospital for a mental health evaluation.
She has since been jailed and is now facing two counts of attempted murder and an additional weapon charge.

A 3-year-old and a 6-year-old were stabbed around 50 times in their own home, and police say their mother did it.
Taylor Gosnell, 35, of Cowpens, South Carolina, is charged with two counts of attempted murder. Some of the wounds went all the way to the bone, and her 6-year-old…
— Tony Lane (@TonyLaneNV) September 29, 2026

Per Fox 8:
A Spartanburg County woman is in jail after investigators said she stabbed her two children more than 50 times with a knife. Spartanburg County deputies were called around 2:30 p.m. Saturday to a home on Bud Arthur Drive.
“Between the two children, we’re estimating that there were approximately 50 stab wounds,” said Graham McLellan with the Spartanburg County Sheriff’s Office. Deputies said a 3-year-old and a 6-year-old were found inside severely injured and covered in blood.
“Some of the lacerations were so deep they cut to the bone,” the solicitor’s office said in bond court. Deputies said the children’s mother, 35-year-old Taylor Gosnell, attacked her kids with a knife sometime early that morning, while it was still dark out.
Deputies said they found the children home alone after the 6-year-old called his grandmother telling her he was hungry. The grandmother and an ex-boyfriend of Gosnell then arrived at the home and called police. Investigators said Gosnell arrived at the home shortly afterward, speaking rapidly and appearing distressed. She was then placed in an ambulance for a mental health evaluation.
Both children were taken to a nearby hospital and are expected to recover.
However, the New York Post reported one of the children is currently facing the possibility of having their fingers amputated.
Since the Lindsay Clancy trial has made national news, there has been an uptick in reports of mothers viciously attacking their children.
As The Gateway Pundit previously reported a mother IN Illinois was recently charged with murder after allegedly killing her two-year-old son.
READ:
HERE WE GO: Attorney For Clancy-Obsessed Woman Charged with Murder of 2-Year-Old Son She Claims Was “The Devil,” Says Mother Was Having ‘Psychotic Episode’

The post South Carolina Mom Allegedly Stabs Her Two Kids Over 50 Times, Arrested and Taken for Mental Health Evaluation appeared first on The Gateway Pundit.