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Daily Market Commentary

September 2026

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September 2026

September 30, 2026

Stocks rose and short-dated Treasury yields fell after slower-than anticipated inflation data reinforced bets the Federal Reserve will refrain from raising interest rates in October.

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September 29, 2026

US stocks edged higher and Treasuries gained as oil prices eased, with traders holding fire ahead of the week’s first labor data and a string of  artificial-intelligence events.

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September 28, 2026

A stalemate between the US and Iran boosted oil prices, dragging down stocks and bonds on concerns that elevated energy costs could fuel inflation and trigger further Federal Reserve rate hikes.

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September 25, 2026

Bonds steadied after a selloff that drove global yields to the highest in decades as oil’s rally lost steam, helping US stocks to extend gains for the week.

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September 24, 2026

A renewed episode of bond volatility left traders unwilling to make riskier bets, with stocks falling on worries that elevated oil prices will fuel inflation and force the Federal Reserve to lift rates.

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September 23, 2026

US stock futures slipped as crude prices ended their longest losing streak this year, with traders waiting for further progress in efforts to end the US-Iran war.

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September 22, 2026

Wall Street traders looking for signs of diplomatic efforts to revive the Strait of Hormuz left stocks near their all-time highs as oil prices continued to ease.

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September 21, 2026

Stocks and bonds started the week on a positive note as hopes for diplomatic efforts to end the Iran war drove oil prices lower, easing inflation anxiety.

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September 18, 2026

The last stretch of a busy week for markets saw stocks churning as bond yields rose, with traders also facing the expiration of a pile of options that threatens to trigger sudden price swings.

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September 17, 2026

US stocks rallied alongside Treasuries as falling oil prices lent support to optimism that inflation can be kept under control a day after the Federal Reserve raised interest rates for the first time since 2023.

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September 16, 2026

Wall Street found some relief after the recent slide in stocks and bonds as oil prices fell, with traders betting the Federal Reserve will boost rates to fight inflation and defend its credibility.

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September 15, 2026

Wall Street traders sent stocks and bonds lower in the countdown to the Federal Reserve decision as elevated oil prices raised concerns about inflation.

 

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September 14, 2026

A selloff in chipmakers dragged down stocks after leaders of artificial intelligence giants proposed slowing the technology’s development, with a rally in oil also weighing on sentiment.

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September 11, 2026

The final stretch of a jittery week on Wall Street saw stocks and bonds rising, with a drop in oil prices outweighing concerns about Federal Reserve rate increases.

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September 9, 2026

Stocks joined bonds lower as oil prices rallied, fueling concerns about inflationary pressures that could make the Federal Reserve raise interest rates.

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September 8, 2026

Wall Street traders sent stocks wavering as a rally in chipmakers offset concerns about elevated oil prices just days ahead of key inflation data.

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September 4, 2026

A stronger-than-anticipated increase in US jobs drove stocks and short dated bonds lower, with traders boosting their bets the Federal Reserve will raise rates this month.

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September 3, 2026

Stocks rose and bond yields fell as Federal Reserve Governor Christopher Waller offered some optimism that price pressures were showing signs of improvement, adding he’d be willing to support holding rates. 

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September 2, 2026

A pullback in oil prices brought some relief to Wall Street traders worried about inflation, with stocks and bonds stabilizing after recent losses. The S&P 500 was little changed.

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September 1, 2026

A renewed drop in bonds reduced bets on riskier corners of Wall Street, hitting stocks on worries that elevated oil prices will fuel inflation and force the Federal Reserve to lift rates.

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