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2026-09-28

Oil rose again at the start of the week as US‑Iran talks continue with no sign of a resolution. Swissquote senior analyst Ipek Ozkardeskaya said the bond market is under pressure and sovereign yields, now at multi-decade highs, are unsettling equity

Oil rose again at the start of the week as US‑Iran talks continue with no sign of a resolution. Swissquote senior analyst Ipek Ozkardeskaya said the bond market is under pressure and sovereign yields, now at multi-decade highs, are unsettling equity investors. She said current yield levels are starting to look attractive and may prompt flows out of equities into safer bonds. Ozkardeskaya added investors are increasingly accepting that the global economy has shifted to a structurally higher inf regime, making a wait‑and‑see approach more appropriate.
2026-09-28

CITIGROUP strategist Jason Williams said in a note the U.S. Treasury market is seeing a mild buyers' wait‑and‑see. He said strong PMI data published last Wednesday exacerbated the dynamic and last week's hawkish Fed comments may keep buyers sidelined

CITIGROUP strategist Jason Williams said in a note the U.S. Treasury market is seeing a mild buyers' wait‑and‑see. He said strong PMI data published last Wednesday exacerbated the dynamic and last week's hawkish Fed comments may keep buyers sidelined. Williams added: “Persistent hawkish rhetoric makes us wonder: if the dot‑plot median implies one more rate hike, why didn't the SEP dot plot appear more hawkish?”
2026-09-28

Jefferies: Lowered its target price for Costco (COST.O) from $1,130 to $1,100.

Jefferies: Lowered its target price for Costco (COST.O) from $1,130 to $1,100.
2026-09-28

Local authorities said three civilian infrastructure sites caught fire after a drone strike in Russia's Krasnodar region.

Local authorities said three civilian infrastructure sites caught fire after a drone strike in Russia's Krasnodar region.
2026-09-28

Local authorities: Three civilian infrastructure sites caught fire following a drone strike in Russia’s Krasnodar region.

Local authorities: Three civilian infrastructure sites caught fire following a drone strike in Russia’s Krasnodar region.
2026-09-28

U.S.-Iran peace talks have stalled, lifting oil prices intraday and pushing U.S. Treasury yields toward recent multi-year highs, though still slightly below those peaks. Negotiators are urging Iran to make concessions on its nuclear program to restar

U.S.-Iran peace talks have stalled, lifting oil prices intraday and pushing U.S. Treasury yields toward recent multi-year highs, though still slightly below those peaks. Negotiators are urging Iran to make concessions on its nuclear program to restart ceasefire talks; President Trump earlier rejected Iran's ceasefire proposal. According to Tradeweb, the 2-year yield rose 4.4bps to 4.907%, the 10-year rose 2.8bps to 5.208% and the 30-year rose 1.7bps to 5.518%.
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