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How war moves money.

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You're reading the Monday, September 28, 2026 issue — jump to today's.

Monday, September 28, 2026

Russia–Ukraine

Ukraine struck a Russian plant linked to Kh-101 and Oreshnik missile production, satellite images show damage.

What the bettors say

The lineYesvs yesterday
Russia x Ukraine ceasefire agreement by December 31, 2026? 20.5% ▼ -1.0
Russia x Ukraine ceasefire by December 31, 2026? 13.5% —
Will Zelenskyy and Putin speak? — Before Jan 20, 2029 47.0% ▲ +1.0
Russia-Ukraine peace talks by September 30, 2026? 2.6% ▼ -1.1
Trump, Putin, and Zelensky seen together before 2027? 4.5% ▼ -2.0

Middle East — Israel · Hezbollah · Iran

Brent crude jumps 3% above $107 a barrel as US‑Iran tensions keep the Hormuz Strait closed.

Rising oil costs are dragging down equities and fuelling inflation worries, prompting investors to seek safer assets.

What the bettors say

The lineYesvs yesterday
US-Iran nuclear deal? — Before Jan 20, 2029 41.0% —
Israel x Iran ceasefire continues through September 30? 97.9% ▲ +0.2
Will Donald Trump visit Iran? — Before Jan 1, 2027 2.0% —
Israel x Iran ceasefire continues through October 31? 85.0% ▲ +1.5
Israel x Iran ceasefire continues through December 31? 66.5% ▲ +2.0

War on the tape

Real prices, close of last session.

SPY · S&P 500
$771.35
+0.53% today · +1.28% / 5d
The whole US market — does the war move it at all?
ITA · Defense ETF
$213.77
+0.56% today · -0.04% / 5d
Basket of US defense contractors.
LMT · Lockheed
$519.49
-0.83% today · -2.64% / 5d
Missiles, F-35s, air defense.
RTX · RTX
$189.37
+0.39% today · -2.34% / 5d
Patriot batteries and interceptors.
GLD · Gold
$393.39
+0.44% today · -1.87% / 5d
The classic fear trade.
USO · Oil
$148.35
-3.13% today · -3.57% / 5d
Supply risk — Hormuz, Russian crude.
WEAT · Wheat
$25.51
-0.23% today · -1.35% / 5d
Black Sea grain corridors.
Think the bettors have one of these lines wrong? Call it on StakeDojo → Free play-money, real odds, public record.

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