Thursday, September 17, 2026: Hawkish Fed lifts $DXY to 7-week high, US Congress passes Russia sanctions bill with 100% tariffs on India/China, and Huawei debuts 11 AI chips challenging $NVDA, $INTC,

Geopolitics: US Congress Russia sanctions bill hits India and China with 100% tariffs. That's the big overhang for Asian exporters at the open. Watch tariff-sensitive names in India and Hong Kong/China. Macro/rates: Shorter-dated Treasury yields surge on another Fed hike bet. Prediction markets price 98.5% odds upper bound above 3.75% after Oct 28. CPI >3.2% at 97.5%. Payrolls >125k only 17.0%. Hawkish signal. India: Fed hikes, RBI may be next in firing line. $USDINR ends flat at 95.95 as RBI dollar sales offset pressure. Trump praises Modi's opium crackdown, but India stays on US drug list. Sticky mix. Tech/AI: Huawei debuts 11 AI-related chips in challenge to $NVDA, $INTC, $AMD. OpenAI plans regular reports on unexpected AI behavior. This is interesting — China's domestic AI stack keeps scaling despite export controls. Korea: $000660.KS SK Hynix denies US production rumors linked to $INTC. S. Korea expands customs cooperation with Central Asia. N. Korea overseas workers generate up t

Geopolitics: US Congress Russia sanctions bill hits India and China with 100% tariffs. That's the big overhang for Asian exporters at the open. Watch tariff-sensitive names in India and Hong Kong/Chin