Monthly Archives: September 2026
41654156156Global Yields Surge, RBNZ Hike in Focus as Kiwi Holds Steady
Written on September 2, 2026 at 9:13 am, by pumarketings
Key Takeaways: *Rising oil prices and renewed inflation concerns have pushed government bond yields sharply higher, with U.S. 10-year yields reaching their highest levels since early 2025 and Japan’s 10-year yield breaking above 3%. *Markets fully expect a 25bp RBNZ rate hike to 2.75% today, providing the New Zealand dollar with a relative yield advantageContinue Reading
Dow Drops on Mideast Tensions, Hawkish Fed Pressure Wall Street
Written on September 2, 2026 at 9:06 am, by pumarketings
Key Takeaways: *Renewed U.S.–Iran tensions, rising oil prices and elevated Treasury yields have pushed all three major U.S. indexes lower, with the Dow leading the decline by more than 300 points. *Technology stocks were mixed, but Dell Technologies surged after hours following strong earnings and upgraded guidance, supported by robust AI-server demand, helping cushion pressureContinue Reading
Gold Falls as Oil-Driven Inflation Fears Lift Dollar and Treasury Yields
Written on September 2, 2026 at 8:59 am, by pumarketings
Key Takeaways: *Gold fell sharply as rising oil prices revived inflation concerns. *The U.S. dollar rebounded as Treasury yields climbed on stronger Fed rate-hike expectations. *Renewed U.S.–Iran tensions increased fears of further disruption in the Strait of Hormuz. *Markets are pricing in a higher chance of a Fed rate hike at the September meeting. *GoldContinue Reading
