SENIOR IRANIAN SECURITY OFFICIAL SAYS TEHRAN WILL NOT DISTINGUISH BETWEEN NETANYAHU AND TRUMP IN ANY MILITARY ESCALATION - AL MAYADEEN

US TREASURY 5-YEAR YIELD FALLS 15 BASIS POINTS ON DAY TO 4.80%

ELON MUSK INVESTS $1B IN ELLISON’S SKYDANCE: SEMAFOR

SKYDANCE JUMPS TO SESSION HIGH, UP 7.5%, ON SEMAFOR REPORT

MULTIPLE EXPLOSIONS REPORTED IN NAJRAN, SAUDI ARABIA - FARS

US PRESIDENT TRUMP: IRAN TRYING TO DRIVE UP OIL PRICES BEFORE MIDTERM ELECTION - TSL

BANK OF ITALY'S PANETTA: NO EVIDENCE LARGER BANKS LEAD TO TIGHTER CREDIT SUPPLY

CANADA BANS ITS DIPLOMATS FROM BEING SEEN WITH US CANDIDATES

TURKEY PRESIDENT ERDOGAN: AIM TO INCREASE TRADE VOLUME WITH CANADA TO $5 BLN AND THEN $10 BLN

IRAN’S OIL PRODUCTION AND REVENUE SQUEEZE IS INTENSIFYING: IRAN HAS LOADED NO CRUDE OR CONDENSATE CARGO SINCE AUGUST 25, AND TANKERS LOADED SINCE MID-JULY HAVE BEEN UNABLE TO CROSS THE BLOCKADE LINE. NIOC HAS CONSEQUENTLY CUT PRODUCTION TO DOMESTIC REQUIREMENTS—BELOW 2 MILLION B/D THIS FALL AS SEASONAL DEMAND DECLINES.

US LEADING INDEX (M/M) SEP: 0.0% (EST -0.1%; PREV -0.1%)

MAJOR US BANKS DETECT UNAUTHORIZED THIRD-PARTY AI AGENTS IN ACCOUNTS - AXIOS

US TREASURY 2- AND 10-YEAR YIELDS FALL 10 BASIS POINTS ON DAY

SHELL, EXXON-OWNED INFINEUM EXPLORES SALE AT $8B VALUATION: FT

US CONTINUING JOBLESS CLAIMS ACTUAL: 1728K VS 1710K PREVIOUS; EST 1710K

US INITIAL JOBLESS CLAIMS ACTUAL: 194K VS 199K PREVIOUS; EST 200K

U.S. SIGNS LOCKHEED MARTIN DEAL FOR MINIMUM OF 850 F-35 JETS

TURKISH ENERGY MINISTER SAYS DISCUSSIONS CENTERED ON EVALUATING HOW CANADA'S CANDU NUCLEAR REACTOR TECHNOLOGY CAN BE USED IN TURKEY.

TURKEY AND CANADA ARE TALKING ABOUT LNG TRADE, INVESTMENTS IN RENEWABLE ENERGY, AND MINING, SAYS TURKISH ENERGY MINISTER.

TURKISH ENERGY MINISTER MET WITH CANADIAN ENERGY MINISTER BEFORE ERDOGAN AND CARNEY DISCUSSIONS.