Briefing for 28 September 2026. Devastating floods in Bangkok and Thailand. Markets: Bitcoin $83,088 · VIX 14.87 · CAC 40 8,078 · Brent $98.93 · S&P 500 7,743 · Hang Seng 24,707
The last thirty days
World
Floods and deadly avalanche strike Asia as climate disasters multiply.
Archive image : NASA Spacecraft Shows Continued Flooding Woes in Thailand (2011)NASA / JPL · Public domain · NASA
Top story
01
Devastating floods in Bangkok and Thailand
Thailand · 4 sources
Bangkok authorities declared a natural disaster state in the city's 50 districts after 48 hours of torrential rain. Damage is estimated at 320 million dollars and 41 Thai provinces are affected, with thousands of people sheltered in emergency centers.
Why it matters
These floods are hitting a capital of several million inhabitants and disrupting the country's tourism economy during peak season.
Illustration : NepalJacques Descloitres, MODIS Rapid Response Team, NASA/GSFC · Public domain · Wikimedia Commons
Nepal · 4 sources
02
Deadly avalanche on Himlung peak in Nepal
An avalanche struck the base camp of Himlung Himal peak (7126 m) in Nepal, killing at least two people and leaving up to 14 missing among climbers and support staff. Rescue operations are continuing their search.
Why it matters
The accident casts a shadow over the Himalayan climbing season and revives concerns about the safety of high-altitude expeditions.
A boat carrying more than 50 fish traders and their merchandise capsized near Idjwi island in Lake Kivu, Democratic Republic of Congo. At least 12 people died and dozens remain missing.
Why it matters
This type of sinking, recurring on overcrowded African lakes, illustrates the risks of insufficiently regulated transport in the Great Lakes region.
The death toll from an Indonesian ferry sinking has risen to 66 as search operations enter their sixteenth day. Divers continue to explore the wreck despite fuel leaks and unstable structures.
Why it matters
This prolonged maritime tragedy is mobilizing significant rescue resources and raises questions about maritime transport safety in Southeast Asia.
The Tanintharyi region in southern Myanmar has been hit by heavy rains since September 25. Rescuers fear about ten people may have died in areas cut off from the world by flooding.
Why it matters
These storms add to a series of climate disasters simultaneously affecting several Southeast Asian countries this month.
Serbian president Vucic resigns, snap elections called
Serbia · 3 sources
Aleksandar Vucic announced Sunday his resignation from the Serbian presidency, ending his second term, and is now seeking the position of prime minister. Snap legislative elections will be held in late October, a demand from the student movement that emerged in November 2024.
Why it matters
This movement, compared by some observers to a maneuver inspired by Vladimir Putin, opens a period of political uncertainty in the Balkans.
Donald Trump rejected the plan submitted by Tehran aimed at reopening the Strait of Hormuz within seven days and resuming negotiations. Iran responds that it will not back down, while its foreign minister evokes a possible 'apocalyptic war' while saying he is open to 'genuine diplomacy'.
Why it matters
The failure of this mediation maintains tension around a strategic maritime route for global oil trade.
New American sanctions against Iranian airlines complicate international travel, pushing Iranian authorities to close the French Language Center in Tehran. The US Treasury welcomes restrictions adopted by several countries.
Why it matters
This economic pressure increases the isolation of the Iranian population and weakens cultural exchanges with foreign countries.
Russian strikes killed several people in Ukraine, including a bombardment on Kharkiv that wounded 25 people, nine of them children. Volodymyr Zelensky indicates that Russia has launched nearly 4000 drones, aerial bombs and missiles on Ukraine in one week.
Why it matters
The sustained intensity of these strikes illustrates the continuation of an already entrenched war, with no notable change in pace today.
Swiss voters massively rejected Sunday an initiative from the far right that would have prevented the country from imposing sanctions without UN approval and tightened rules on military alliances. The status quo, a neutrality aligned with the Western bloc, is validated.
Why it matters
This vote confirms Switzerland's Atlanticist orientation and rules out a withdrawal that could have affected its cooperation with the European Union.
Venezuela released dozens of political prisoners as calls for elections multiply. This announcement comes days after a meeting between the country's interim leader and the American president.
Why it matters
This gesture could signal an evolution in tense relations between Caracas and Washington, in a context of international pressures.
Markets remain calm, buoyed by Sino-American trade truce and easing of rates.
Illustration : Washington, D.C. (United States)Carol M. Highsmith · Public domain · Wikimedia Commons
Top story
01
Tariff truce extended between Washington and Beijing
United States, China · 4 sources
The United States and China published the list of products covered by tariff reductions on 60 billion dollars of trade, following the Trump-Xi summit. Beijing also announces it will reduce tariffs on American agricultural products, with the exception of soybeans, and the tariff pause is extended until January 10, 2027.
Why it matters
This commercial easing between the world's two largest economies reduces uncertainty for markets and international trade.
Illustration : Washington, D.C. (United States)Carol M. Highsmith · Public domain · Wikimedia Commons
United States · 3 sources
02
Tensions over US debt and rates
US Treasury Secretary Scott Bessent is attempting, unsuccessfully according to Le Monde, to counter the surge in US debt rates. Wall Street is posting record highs but tensions are appearing beneath the surface, with high oil prices and a Federal Reserve preparing further rate hikes.
Why it matters
The evolution of US rates directly influences the cost of credit and global bond markets.
The French government must unveil its 2027 budget bill on Thursday, as the rapid rise in interest rates worries investors. A mobilization of the civil service is planned for Tuesday, against the backdrop of budget decisions.
Why it matters
France's budget trajectory is being scrutinized by European markets in a context of high debt.
Copper prices are nearing 15,000 dollars per tonne, a level considered bold a year ago. An accident at the world's largest mine and declining Chinese stocks are fueling this increase.
Why it matters
This surge in copper, a strategic raw material for electrification and green technologies, has repercussions across global industry.
TotalEnergies and its partners have decided to develop the expansion of the Azerbaijani Absheron field, whose gas production is expected to quadruple by 2029. Turkey is announced as the outlet for this production.
Why it matters
This energy investment strengthens gas links between the Caspian and Europe via Turkey.
Last close recorded for the briefing of 28 September 2026 (crypto: price at publication time, in US dollars). Information only, not financial advice. All markets and charts →
And afterwards?
Four market benchmarks as recorded in this briefing, then in the next one and five briefings later.
28 Sep.
29 Sep.
3 Oct.
CAC 40
8,077.8
+0.01%
−2.24%
S&P 500
7,743.41
−0.77%
−0.27%
Brent crude
98.93
+0.54%
+3.36%
Gold
4,204.7
−0.72%
−1.01%
A dated record, not an explanation: many other things happened on those days, and nothing here says this briefing's news moved these prices. Each briefing carries the last close known that morning, so weekends repeat Friday's value. Information only, not financial advice.
Today's indicators
Deterministic data, calculated by threshold or taken as-is from official sources — never judged by the model.
Markets
Closing prices and changes
Value
Close
Change
CAC 40
8,077.8
↓ -0.04 %
DAX
25,408.64
↑ +0.56 %
FTSE 100
10,695.25
↑ +0.14 %
S&P 500
7,743.41
↑ +0.51 %
Nasdaq
27,068.72
↑ +0.48 %
Nikkei 225
66,075.01
↓ -0.44 %
Hang Seng
24,706.64
↑ +0.80 %
VIX
14.87
↓ -5.11 %
Petrole Brent
98.93
↓ -5.17 %
Gaz naturel
3.12
↓ -2.35 %
Or
4,204.7
↓ -2.70 %
EUR/USD
1.14
↑ +0.04 %
General, non-personalized information. Does not constitute investment advice, a recommendation, or a solicitation to buy or sell.
Crypto
Prices and changes of major cryptocurrencies
Value
Price
24h change
Bitcoin
83,088 USD
↓ -1.68 %
Ethereum
2,648.81 USD
↓ -2.15 %
BNB
763.05 USD
↓ -1.42 %
Solana
118.69 USD
↓ -2.16 %
XRP
1.48 USD
↓ -2.67 %
aucun seuil franchi, marches crypto calmes
General, non-personalized information. Does not constitute investment advice, a recommendation, or a solicitation to buy or sell.
Supply chain
A combined reading of traffic through strategic straits and energy prices: two signals of the same possible tension on global supply chains. The more severe of the two prevails.
Energy prices and changes
Value
Price
Change
Petrole Brent
98.93 USD
↓ -5.17 %
Gaz naturel
3.12 USD
↓ -2.35 %
Bab el-Mandeb — traffic at 81% of normal levels
data from 20 September
Ormuz — traffic at 33% of normal levels
data from 20 September
Malacca — traffic at 105% of normal levels
data from 20 September
Suez — traffic at 102% of normal levels
data from 20 September
Panama — traffic at 90% of normal levels
data from 20 September
Bosphore — traffic at 88% of normal levels
data from 20 September
Gibraltar — traffic at 102% of normal levels
data from 20 September
Douvres — traffic at 103% of normal levels
data from 20 September
Taïwan — traffic at 91% of normal levels
data from 20 September
Cap de Bonne-Espérance — traffic at 96% of normal levels
data from 20 September
Ormuz — trafic a 33% de la normale (donnee du 2026-09-20)
International sanctions
Daily movement on the consolidated lists of OFAC (US Treasury) and the UN Security Council: the total almost never moves from one day to the next — the signal is the new entries since the last reading.
No new entries since the last reading.
19,391 entries tracked at OFAC (US Treasury) · 1,011 entries tracked at the UN
Cyber
83 ransomware claim(s) recorded worldwide over the last 48 hours (source: RansomLook). These are claims made by criminal groups on their own leak sites, never independently verified.
panzer
Ressources Si
panzer claims to have compromised this organization.
panzer
SMCare
panzer claims to have compromised this organization.
panzer
Asesoría FAR
panzer claims to have compromised this organization.
emperador
SiteProRentals
emperador claims to have compromised this organization.
qilin
XICO
qilin claims to have compromised this organization.
qilin
Island
qilin claims to have compromised this organization.
Connectivity
Internet outages over the last 48h published by Cloudflare Radar, which verifies each outage and gives its cause.