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Daily Market Commentary

September 28, 2026

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September 28, 2026

Bonds & Stocks
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. The S&P 500 fell 0.4%. The yield on 10-year Treasuries advanced seven basis points to 5.23%.

Economy
The US and China detailed a plan to cut tariffs on about $30 billion of imports from each country, taking a step toward fulfilling a key outcome of last week’s summit between Donald Trump and Xi Jinping.

World
Saudi Arabia has started exporting oil using a key cross-country pipeline after the link was repaired following drone strikes earlier this month, a person with direct knowledge of the matter said. Flows through the line have reached about 3.5 million barrels a day.

The information represented herein was obtained from various sources, which we believe to be reliable. Neither the information presented nor opinions expressed constitutes an offer to buy or sell any security. And it is not intended to guide the investor on which securities to buy, or when to buy or sell.