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LexRegPulse Daily - Sep 28, 2026

Alex here. This is LexRegPulse Daily for Monday, September 28, 2026.

U.S. crude jumped about 4 percent in pre-market trading, near 96 dollars a barrel. It's the first session pricing President Trump's Saturday rejection of an Iranian ceasefire proposal, one that would have reopened the Strait of Hormuz. The Wall Street Journal reports he's told aides to expect bombing in Iran after the November midterms. Equity futures fell, the 10-year Treasury yield ticked up to near 5.2 percent, and high-yield spreads widened about 7 basis points. For banks, the transmission is direct: trucking fleets and…

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