Free daily brief

How war moves money.

Every day, in 2 minutes: what happened in the world's two hot wars — and what the betting markets and the stock market did about it. Auto-written from live wires and live prices. No opinions, no doomscrolling.

The week's biggest odds moves, in your inbox.

Every Sunday: what people betting real money changed their minds about, and why. Free, 2 minutes, one email a week.

No password. One-click unsubscribe in every email. We never sell your email.

You're reading the Monday, October 5, 2026 issue — jump to today's.

Monday, October 5, 2026

Russia–Ukraine

Ukraine scrambles for money to fight war as Russian strikes batter its economy.

Ukraine’s urgent need for emergency financing amid ongoing infrastructure damage could increase pressure on its sovereign debt markets, while Russia’s economic strain may influence global commodity prices.

What the bettors say

The lineYesvs yesterday
Russia x Ukraine ceasefire agreement by December 31, 2026? 15.5% —
Russia x Ukraine ceasefire by December 31, 2026? 10.5% —
Will Zelenskyy and Putin speak? — Before Jan 20, 2029 41.0% ▼ -1.0
Russia-Ukraine peace talks by December 31, 2026? 61.0% ▲ +1.5
Trump, Putin, and Zelensky seen together before 2027? 7.5% ▲ +0.5

Middle East — Israel · Hezbollah · Iran

Middle East oil exports rebound to pre‑war levels despite ongoing Hormuz attacks.

The surge in oil exports and falling prices ease energy market strain, bolstering risk assets and tempering inflation concerns.

What the bettors say

The lineYesvs yesterday
US-Iran nuclear deal? — Before Jan 20, 2029 36.0% ▼ -4.0
Will Donald Trump visit Iran? — Before Jan 1, 2027 5.0% ▲ +2.0
Israel x Iran ceasefire continues through October 31? 86.5% ▲ +3.0
Israel x Iran ceasefire continues through December 31? 63.0% ▲ +2.0
Israel x Iran ceasefire continues through November 30? 71.5% ▲ +1.5

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.

Past issues