U.S. officials lobbied to prevent uranium, designated a critical mineral, from falling into the hands of competitors, sources said.

Fed raised rates 25bp in September — the first hike in three years and in line with market expectations. The vote was unanimous (July was 9-3). The dot plot shows a median of two 25bp hikes in 2026 and no hikes in 2027, hawkish versus June projections (June showed one 2026 hike and a 2027 cut) but dovish versus pre-meeting market pricing that had priced four cumulative hikes by June 2027. The Fed upgraded GDP forecasts for this year and next and raised this year’s headline and core inflation forecasts. Unemployment forecasts for 2026-28 were revised lower. The statement said the hike will help bring inflation back to the 2% target “more timely.”

The Houthi leader said Saudi Arabia, under US supervision and with support from Zionists, is conducting ongoing aggression in Yemen. He accused Riyadh of failing to use de-escalation seriously, instead exploiting it to tighten repressive measures, form Takfiri military forces and push Yemen toward collapse; he said the Houthis are on the defensive and did not initiate attacks. He added the latest escalation began with Saudi bombing of Sanaa airport and that Saudi forces have launched the first attacks at every stage.