Oil Shock Meets Greed: The Koda Signal, 2026-09-11

Koda Signal daily AI briefing for 2026-09-11.

In this episode: • Oil Shock Meets Greed: Crude above $100, a 19-year high in the 30-year Treasury yield, and renewed bets that the Fed holds rates dragged the S&P 500 down for a fourth day, yet the market mood indicator still reads Greed. New US sanctions on Iran's proxy networks and the shipping strikes around Hormuz keep the energy risk premium live. Canada's C$350 million air-defense package for Ukraine, approved as Russia resumed strikes on Kyiv, adds a second geopolitical front to the risk picture.

Full briefing: https://www.koda.community/morning-briefing-koda-2026-09-11.html