Stocks dip, 2-year US yield falls after Fed's Williams cools rate hike bets

Stocks dip, 2-year US yield falls after Fed's Williams cools rate hike bets

By Caroline Valetkevitch

Tue September 28, 2026  

As is often the case with the market, things happened today that should have triggered a rally but instead sparked an enormous slump. With the NY Fed prez citing no compelling reasons for another rate hike and the 2-year yield falling, stocks should have gone up. But at least the decline was much worse earlier in the day and most losses were recovered. By noon the Dow was down some 350, the S&P down 30. The afternoon saw a gradual recovery but all three still ended in the red. The comments from the NY prez brought the odds of an October hike down to 50% from 70% this morning.  

Stocks fall; oil prices off highs amid renewed hopes for Middle East negotiations

Stocks fall; oil prices off highs amid renewed hopes for Middle East negotiations

By Caroline Valetkevitch and Amanda Cooper

Mon September 27, 2026  

Friday’s euphoria over progress in the peace talks was short-lived as even that optimism was not enough to overcome the continuing rising oil prices, Treasury yields reaching highs not seen in decades, and now 70% odds of an October rate hike. Thus, the indexes took another big 3-digit plunge today right out the gate and stayed there. The 30-year yield is now at its highest in 22 years, the 10-year in 19 years.  

Wall Street ends higher as investors buy AI stocks; Microsoft rallies

Wall Street ends higher as investors buy AI stocks; Microsoft rallies

By Noel Randewich and Johann M Cherian

Fri September 25, 2026  

For a second day the indexes enjoyed a rising trend with the news of a deal reportedly in progress to phase in the Strait of Hormuz and phase out the U.S. economic and port blockades and maybe the war itself. This news very much bolstered the whole tech sector again with resurgent evidence that investors are putting AI on the front burner again with deals being done and AI expenditures boosting demand for capital goods.  

S&P 500 ends marginally lower as investors focus on US-Iran war

S&P 500 ends marginally lower as investors focus on US-Iran war

By Noel Randewich and Johann M Cherian

Thu September 24, 2026  

Wow, what a rollercoaster today as Houthi attacks on Saudi Arabia once again pushed up the price of oil to $107/barrel, also continuing to push up the 30-year yield which today reached a 22-year high. All three indexes were way down in the morning, the Dow plunging nearly 400 by noon with the other indexes following suit. Then right around the noon hour, everything shot right back up again almost instantly as Reuters reported that a deal was in the works for a gradual reopening of the Strait of Hormuz and for phasing out Trump’s blockades of Iran.  

Wall Street ends down as oil prices, Treasury yields rise

Wall Street ends down as oil prices, Treasury yields rise

By Noel Randewich

Wed September 23, 2026  

Iran’s president fired back at Trump hard at the UN vowing “never surrender” and immediately sent price of oil soaring again, the 10-year Treasury going above 5% again, the highest since 2007 (and now flirting with the dreaded 6%), Nvidia dropping 1.5% and the chip index itself 1.2%. Clearly, the market wants an end to this war. Clearly, the market isn’t going to get it.  

Nasdaq sets record high, oil dips on improved crude flows

Nasdaq sets record high, oil dips on improved crude flows

By Karen Brettell

Tue September 21, 2026  

The AI relief train continued running today as demand “showed no signs of abating and corporate earnings stayed resilient.” This combined with oil flows from Saudi Arabia increasing and the 10-year yields decreasing sent the Nasdaq to another triple-digit gain and another record. There was also hope when Iran said it could open the Strait of Hormuz in as little as a week but this was conditional on Trump backing off and who knows if that will happen.  

Nasdaq notches record-high close, AI optimism reignites and Treasury yields retreat

Nasdaq notches record-high close, AI optimism reignites and Treasury yields retreat

By Noel Randewich and Johann M Cherian

Mon September 21, 2026  

After last week’s drubbing, the markets went into high gear today with the price of crude dropping below the psychologically important $100/barrel mark and yields dropping below the psychologically important 5% mark. The Nasdaq marked its first record since its all-time high June 2^nd and the S&P closed within a whisper of its August 13^th record. New data suggesting that AI spending is expanding despite recent warnings sent tech way up.