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How war moves money.

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You're reading the Tuesday, September 29, 2026 issue — jump to today's.

Tuesday, September 29, 2026

Russia–Ukraine

Russian strikes on Kyiv killed at least seven people, including two scientists at the National Academy of Sciences.

Continued Indian purchases of Russian oil and Moscow’s tighter export data secrecy suggest steady demand for Russian crude, limiting price volatility despite Western tariff threats.

What the bettors say

The lineYesvs yesterday
Russia x Ukraine ceasefire agreement by December 31, 2026? 18.5% ▼ -2.0
Russia x Ukraine ceasefire by December 31, 2026? 11.5% ▼ -2.0
Will Zelenskyy and Putin speak? — Before Jan 20, 2029 44.0% ▼ -3.0
Russia-Ukraine peace talks by September 30, 2026? 0.8% ▼ -1.8
Trump, Putin, and Zelensky seen together before 2027? 5.0% ▲ +0.5

Middle East — Israel · Hezbollah · Iran

Trump rejected Iran's proposal for sanctions relief, keeping US‑Iran tensions high.

Higher oil prices and rising bond yields are weighing on equities while boosting energy‑sector returns.

What the bettors say

The lineYesvs yesterday
US-Iran nuclear deal? — Before Jan 20, 2029 39.0% ▼ -2.0
Israel x Iran ceasefire continues through September 30? 98.9% ▲ +1.0
Will Donald Trump visit Iran? — Before Jan 1, 2027 3.0% ▲ +1.0
Israel x Iran ceasefire continues through October 31? 84.5% ▼ -0.5
Israel x Iran ceasefire continues through December 31? 67.5% ▲ +1.0

War on the tape

Real prices, close of last session.

SPY · S&P 500
$765.49
-0.76% today · -1.04% / 5d
The whole US market — does the war move it at all?
ITA · Defense ETF
$209.26
-2.11% today · -3.18% / 5d
Basket of US defense contractors.
LMT · Lockheed
$518.07
-0.27% today · -3.17% / 5d
Missiles, F-35s, air defense.
RTX · RTX
$187.63
-0.92% today · -3.45% / 5d
Patriot batteries and interceptors.
GLD · Gold
$377.92
-3.93% today · -5.13% / 5d
The classic fear trade.
USO · Oil
$149.99
+1.11% today · +1.23% / 5d
Supply risk — Hormuz, Russian crude.
WEAT · Wheat
$24.98
-2.08% today · -4.98% / 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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