Global Markets Highlights — Sep 25, 2026 | Aivina
September 25, 2026
Global financial markets experienced volatile trading over the past three days as elevated bond yields and persistent inflation expectations weighed on risk appetite. A late-week pullback in crude oil prices provided temporary relief, enabling major equity benchmark gains near record levels. However, central bank hawkishness and tight monetary policy continue to restrain broader global asset momentum.
Highlights
- US stocks rebounded Friday, S&P 500 rose 0.5%, broad indexes capped winning week
- Treasury yields surged higher, multi-decade highs tested, long-end bond markets pressured
- Brent crude dropped 2.8%, oil settled below $98, energy cost fears briefly eased
Macro Overview
Inflation
US one-year inflation expectations surged to 4.6%, while persistent energy costs and tariffs keep global headline price pressures elevated.
Interest Rate Outlook
The Federal Reserve lifted rates by 25 bps to 3.75%-4.00%, with policymakers signaling potential additional tightening before year-end.
Risk Sentiment
neutral
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