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Daily Markets Update: Bond Yields Hit 20-Year Highs as Oil Holds Above $100 — September 25, 2026

  A bond market shockwave ripped through global equities Thursday as 10-year US Treasury yields surged to their highest level since 2007 and 30-year yields touched heights not seen since 2004. The TSX slipped for a second straight session, Brent crude held above $100 on Iran tensions, and gold fell to a two-week low — even as a reported US-Iran phased deal offered brief relief. Here's what closed and what it means for your money. 🇨🇦 Canada — TSX Index Close Change % Change S&P/TSX Composite 35,706.46 -44.97 ▼ 0.13% TSX Venture (TSXV) 913.91 — ▼ 1.17% The TSX edged lower for a second consecutive session, caught between rising global bond yields and a brief surge in oil prices. Materials and base-metals stocks weighed on the index as gold prices retreated under pressure from a surging US dollar and higher real yields. On the bright side, retailers got a lift from advance data suggesting Canadian retail sales likely rebounded in August — their strongest month since January. Shop...

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Stocks Rally, Yields Fall on Fed’s Mixed Messages



The stock market rallied and bond yields fell after the Federal Reserve sent mixed messages about its future policy. 

The Federal Reserve is in a “sweet spot” and may start cutting interest rates in the first half of 2024. The rally in the bond market is driving global bonds to their best month since 2008. The Bank of Japan left its policy rate unchanged and appeared in no hurry to remove negative interest rates. The yen slumped as much as 1.1% to the weakest level in a week, while the Nikkei 225 Index rallied 1.4% to a two-week high.


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