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9/28
16:45
According to Al Jazeera, Iranian children returned to school last week under the shadow of the ongoing US-Israel war against Iran. However, schools and universities in southern Iranian provinces, including Minab, will remain online for two weeks before the start of the academic year, in response to the potential threat of renewed US bombings. The war has resulted in the deaths of 120 children in an attack on a primary school in Minab and has directly or indirectly damaged 1,288 schools. Iran's Ministry of Education has strengthened its online learning infrastructure and plans to introduce a "Bell of Sacrifice and Martyrdom" into the curriculum to commemorate the war's impact.
16:42
U.S. equity futures fell sharply in early European trading, while the sell-off in U.S. Treasuries intensified. Market sentiment was pressured by key inflation and employment data due to be released this week. A fresh surge in oil prices on Monday exacerbated inflation concerns, reinforcing expectations that the Federal Reserve will further tighten policy, pushing Treasury yields to multi-year highs. Specifically, the 10-year Treasury yield rose 4.9 basis points to 5.214%, the 30-year Treasury yield increased 2.2 basis points to 5.518%, and the 2-year Treasury yield also climbed to around 4.920%. The market currently anticipates a more than 70% probability of the Federal Reserve raising interest rates by 25 basis points next month.
16:40
India's Farm Secretary Atish Chandra stated that monsoon-sown crops are likely to have been affected by rainfall deficits in some areas and excessive precipitation in others. He added that water shortfalls would pose a challenge for winter sowing in areas that have experienced prolonged rainfall deficits.
16:26
UsePaid, a crypto service converting token creator fees into dollar payments for X accounts, announced the suspension late Sunday, citing a massive increase in activity from Pump.fun token launches. The $1.54 million in fees claimed in a 24-hour period was roughly 26 times the previous day's amount and exceeded the total for the entire preceding week. UsePaid is preparing a web-based claims portal as an interim solution.
16:00
The decline is attributed to stronger electricity demand and changes in renewable-energy support, which have curbed periods of oversupply. This trend goes against the broader EU pattern.
15:54
Hong Kong-based stablecoin payments company RedotPay announced Monday it has completed a financial audit and a separate review of its anti-money laundering and counter-terrorist financing controls, both conducted by Big Four firms. The company stated these steps are part of its preparations for a U.S. initial public offering, directly disputing an August Bloomberg report that its listing had been put on hold. RedotPay, which had 8.5 million users as of July, is reportedly targeting a valuation of over $5 billion.
15:51
Trump attributed current fuel pressures largely to attacks against Russian refineries. Energy Secretary Chris Wright favors voluntary export limits instead, while Senator Ted Cruz said the White House had previously assured refiners that an outright ban would not happen.
15:50
KKR & Co.-backed Advanta Enterprises Ltd. has begun investor meetings for a proposed initial public offering in India that could raise as much as $400 million, according to people familiar with the matter.
15:38
Goldman Sachs' Carbonomics team released a report on September 27, stating that due to severely lagging grid expansion, the "behind-the-meter" (BTM) power generation model for data centers is moving from the fringe to the mainstream. It is projected to meet 25% of global data center electricity demand by 2030, a significant increase from nearly zero in 2025. The report substantially raised its forecast for global data center BTM capacity from 40GW to 67GW. Concurrently, the gas turbine market is facing a comprehensive supply shortage, with GE Vernova's order backlog plus reserved capacity reaching 116GW, its entire 2030 capacity sold out, and over 50% of its 2031 capacity already sold. Goldman Sachs believes that alternative solutions such as fuel cells and reciprocating engines are gaining favor, while Small Modular Reactors (SMRs) are the only scalable permanent solution for post-2030.
15:37
CAS Space disclosed on September 27 that the assembly period for a single Lijian-1 carrier rocket has been reduced from approximately three months during its maiden flight phase to about 15 days. The company's industrial base in Nansha, Guangzhou, has an annual production capacity of 30 rockets, and the response time from order placement to launch has been compressed to within six months. This move signifies that competition in the commercial rocket sector is shifting from "can it launch" to the ability to deliver stably and quickly, meeting high-frequency launch demands such as satellite constellation deployment.
15:37
European shares gained on Monday as investors looked past rising bond yields and a renewed surge in oil prices, with UK homebuilders jumping after the government announced a new loan program to help first-time buyers.
15:36
British counter-terrorism police are investigating bomb threats made last weekend against the US Air Force base at RAF Fairford, suspecting a potential link to Iran. Police have arrested five men. The base previously served as a command post for US military strikes against Iranian missile sites.

Background: Iran's Revolutionary Guard has warned that any base used for airstrikes against Iran would be considered a legitimate target. US President Donald Trump stated on Sunday that he expects more talks with Iran this week, after he rejected Iran's proposal to reopen the Strait of Hormuz.
15:32
Bybit will temporarily suspend deposits and withdrawals via Valuechain (SOSO) starting from Sep 28, 2026, 07:30 AM UTC, to ensure a smooth transition during the network upgrade. Other activities such as trading will not be affected.
15:29
On-chain monitoring firm Lookonchain has discovered that the hacker who previously stole $351.6 million from the Bitget platform is currently converting their Ethereum (ETH) holdings into Bitcoin (BTC) via the THORChain protocol.
15:16
On the morning of September 28, renowned investor Duan Yongping (Xueqiu ID: "Dadao Wuxing Woyouxing") posted on the Xueqiu platform that he had purchased Kweichow Moutai. The average purchase price was approximately 1,230 yuan, for a total of 30,000 shares, amounting to over 36.9 million yuan. Following the announcement, Kweichow Moutai's stock price rallied in the afternoon, turning positive and closing up 0.56% at 1,243 yuan. This is not Duan Yongping's first recent move; he previously made public posts about buying Kweichow Moutai in January and October 2025, and on May 7 of this year. Duan Yongping's core investment logic centers on Moutai's business model and long-term demand, believing it is highly likely to outperform inflation. In August of this year, Duan Yongping also stated that he would dare to bet 100 million RMB against any Chinese domestic fund over a ten-year period while holding Moutai, but that post is currently no longer searchable. This latest increase in holdings comes as China's baijiu industry faces overall pressure, with many industry insiders noting a "weak peak season," and most baijiu brands, excluding Moutai, experiencing a cool reception. A Jefferies research report in August suggested that Moutai is accelerating its transformation towards a luxury goods operating model, giving it a target price of 2,100 yuan and maintaining a "buy" rating.
15:06
TotalEnergies SE will boost share buybacks for the next two quarters as the energy major benefits from rising oil and gas prices.
15:03
The UK grid operator warned that electricity supplies may be tight Monday evening before a spike in wind power brings relief to the system overnight.
14:57
WuBlockchain's weekly outlook highlights that the macro trade is about to be stress-tested, with major economic data including U.S. payrolls, ISM, eurozone CPI, China’s PMIs, and the Bank of Japan’s post-hike debate all scheduled within four days. A strong U.S. jobs report could further drive yields higher, forcing expensive tech stocks to absorb an even higher discount rate.

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