Mid-Week Macro 23/09/2026 - Bullion, Bonds, Britain & Brent

Welcome to Mid-Week Macro for Wednesday 23rd September 2026, sponsored by Adam Fayed.

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Tuesday 29th September 08:00 EST, 13:00 UK

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Mid-week Polymarket market

Diesel is the talk of many at the moment (myself included), so it is prudent to check in with when (if at all) the U.S. announces a diesel export ban by. Such a move would likely backfire, but we can see that the odds had increased recently before declining again on the back of a variety of talks between various countries.

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Podcasts & Posts & Article Links

Ukraine Pounds Major Moscow Refinery As Global Diesel Crisis Threatens Economic Shock

Diesel Hits New Record Above $6.50 As Export Ban Fears Mount, Gasoline Squeeze Looms

SoftBank To Sell $11 Billion In Junk Bonds At Soaring Yields To Fund OpenAI Investments - This just doesn’t sound like a good idea to me!

LNG Buyers Scramble For Conflict-Free Supplies Beyond Gulf As War Rejiggers Global Energy Flows

Britain To Appoint A Dedicated Tax Agent To Every Single Billionaire

“Developments Can’t Be Ignored” As Brent Tumbles On Iran Talks, Saudi Pipeline Restart Hopes: UBS

Renewables: Grid shortages are forcing India to produce and waste green energy

DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.

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