September 15, 2026: Ukraine/Russia deny Trump's energy truce, 10Y Treasury yield hits 19-year high, and Trump calls AI safety a 'hoax' live with $NVDA's Jensen Huang.

Moscow welcomes an energy truce but wants sanctions removed; Kyiv and Moscow keep attacking energy sites anyway. Trump's claim isn't stopping the diesel crunch. Watch energy risk premium. The 10Y Treasury yield is at its highest since 2007; the 20Y auction had a huge tail and lowest foreign demand on record. Stock futures slipped. This is the market pricing a Fed hike, not cuts. Trump called AI safety concerns a hoax onstage with $NVDA's Jensen Huang. Huang split from Anthropic/OpenAI CEOs at Dreamforce. TSMC's co-COO says AI is a "three-year-old superman"—cautious. Regulation risk is rising. Prediction markets show 87.5% odds the fed funds upper bound is above 3.75% after the Sep 16 meeting; CPI above 3.6% is 31.5%; payrolls above 125k is 23.5%. The bar for a dovish surprise is high. Iran war has cost $38B, and Ukraine/Russia energy attacks continue. Uranium royalty names are a buy on rising uranium prices. Diesel is the pressure point, not crude. Six top stocks with strong earnings g

Moscow welcomes an energy truce but wants sanctions removed; Kyiv and Moscow keep attacking energy sites anyway. Trump's claim isn't stopping the diesel crunch. Watch energy risk premium.