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investingLive Americas market news wrap: US and Iran officials meet at UN

Recap: US and Iran meet in New York on UNGA sidelines, Hormuz conditions on the tableTrump and Bessent talk about a diesel export ban. Also says spoke with Iran for 3 hoursFed's Barkin says he thinks the hiking cycle could be like the Greenspan "mid-cycle adjustment"US treasury sells $69 billion of

Why it matters

CL (Crude Oil (WTI)) · Why linked: US-Iran meeting with Hormuz conditions on the table and discussion of a diesel export ban directly affect oil supply expectations. Market context: Geopolitical risk around the Strait of Hormuz and potential diesel export restrictions raise the prospect of supply disruptions.

USO (US Oil Fund) · Why linked: Oil price movements driven by Middle East geopolitics and export policy affect broad oil exposure. Market context: Rising oil prices from supply risk concerns support crude-tracking ETFs.

XLE (Energy Select Sector SPDR Fund) · Why linked: Sector-wide energy exposure is sensitive to geopolitical oil developments and US fuel export policy. Market context: Energy stocks benefit from higher crude prices and supply-tightening policy discussions.

DXY (US Dollar Index) · Why linked: Geopolitical tensions and energy policy shifts influence dollar safe-haven demand. Market context: Heightened Middle East risk and energy market uncertainty may support dollar demand as a safe haven.

How CL, USO, XLE usually react

This story is too recent for its own reaction record — we score each asset against the actual price move 24h after publication. These are the long-run figures across every event we have tracked for them.

AssetEventsAvg max moveClosed lower
CL114+3.05%37%
USO3+1.40%33%
XLE92+1.57%39%

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