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How war moves money.

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You're reading the Sunday, October 4, 2026 issue — jump to today's.

Sunday, October 4, 2026

Russia–Ukraine

Russia launched strikes on Kyiv's bridges, threatening a vital supply lifeline for the city.

Attacks on Russian oil infrastructure and Ukrainian supply lines raise concerns about regional energy volatility and potential price swings.

What the bettors say

The lineYesvs yesterday
Russia x Ukraine ceasefire agreement by December 31, 2026? 15.5% ▲ +1.5
Russia x Ukraine ceasefire by December 31, 2026? 10.5% ▼ -0.5
Will Zelenskyy and Putin speak? — Before Jan 20, 2029 42.0% —
Russia-Ukraine peace talks by December 31, 2026? 59.5% ▼ -2.0
Trump, Putin, and Zelensky seen together before 2027? 7.0% —

Middle East — Israel · Hezbollah · Iran

Middle East — Israel · Hezbollah · Iran: wire summary unavailable today.

What the bettors say

The lineYesvs yesterday
US-Iran nuclear deal? — Before Jan 20, 2029 40.0% ▲ +3.0
Will Donald Trump visit Iran? — Before Jan 1, 2027 3.0% —
Israel x Iran ceasefire continues through October 31? 83.5% ▲ +2.0
Israel x Iran ceasefire continues through December 31? 61.0% ▼ -0.5
Israel x Iran ceasefire continues through November 30? 70.0% ▲ +1.0

War on the tape

Real prices, close of last session.

SPY · S&P 500
$769.65
+0.73% today · -0.22% / 5d
The whole US market — does the war move it at all?
ITA · Defense ETF
$207.78
-0.09% today · -2.8% / 5d
Basket of US defense contractors.
LMT · Lockheed
$506.25
+0.12% today · -2.55% / 5d
Missiles, F-35s, air defense.
RTX · RTX
$184.64
-0.16% today · -2.5% / 5d
Patriot batteries and interceptors.
GLD · Gold
$380.19
-0.68% today · -3.35% / 5d
The classic fear trade.
USO · Oil
$147.4
-1.77% today · -0.64% / 5d
Supply risk — Hormuz, Russian crude.
WEAT · Wheat
$24.76
+0.18% today · -2.94% / 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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