Dow Jones Top Markets Headlines at 1 AM ET: Oil Prices and Bond Yields Keep Rising, Putting a Damper on Stocks | Middle ...
Dow Jones2026/09/29 05:00Oil Prices and Bond Yields Keep Rising, Putting a Damper on Stocks
Wall Street fretted over Iran and fuel costs-as the yield on the benchmark 10-year U.S. Treasury note reached a 19-year high.
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Middle East Oil Exports Rebound as Iran's Chokehold on Hormuz Breaks Down
The erosion of Iran's position comes as the U.S. Navy and Gulf oil producers have become better at fending off or evading Iranian attacks, allowing more tankers to cross the strait.
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Why the Midterm Elections Matter for the Stock Market This Year
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Japan Finance Minister Reaffirms U.S. Coordination on Yen Stability
Finance Minister Satsuki Katayama agreed in a recent call with U.S. Treasury Secretary Scott Bessent to strengthen cooperation in the currency market, saying that "reconfirming this stance at this time holds great significance."
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Fed's Cook Expects Continuing Inflation Pressure From AI Buildout in Coming Months
Looking ahead, Federal Reserve governor Lisa Cook said she will consider what policy rate may be needed to continue to guide inflation down to target.
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Treasury Takes Aim at Tax-Avoiding Investment Strategies
The government moved to block some versions of an ETF maneuver known as "351 conversion transactions," while flagging others.
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Trump Administration Ends Tougher Fuel-Economy Rules
The new mandate will require an average of 34.5 miles a gallon by model year 2031, down from the 50.4 miles a gallon standard.
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Eurozone Inflation Set to Rise, but No Signs Yet of Becoming Entrenched, ECB's Lagarde Says
Inflation in the eurozone is expected to rise further due to the energy crisis, but there is little evidence yet of higher energy costs feeding into broader price pressures in the economy, President Christine Lagarde said.
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Trump Unveils $15 Billion Iowa Steel Project
President is looking for wins ahead of a tough midterm election for Republicans.
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Selloff in U.S., European Government Bonds Deepens
The selloff pushed 10-year Treasury and Bund yields to multiyear highs as yet another setback in efforts to resolve the Middle East conflict drove oil prices higher.
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U.S. Pressure Is Awakening an Energy Giant in Canada
America's trade hostility and war in the Middle East could fuel a renaissance in Canada.
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BOE's Ramsden Sees Case for Raising Key Rate if Inflationary Pressures Build
The rise in government bond yields will help limit the impact of higher energy costs on U.K. prices, but the Bank of England may have to raise its key interest rate if inflationary pressures build, Deputy Governor Dave Ramsden said.
(END) Dow Jones Newswires
September 29, 2026 01:00 ET (05:00 GMT)
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In September, Japanese investors withdrew from foreign bond markets for the second consecutive month.
Reuters, October 8 – In September, Japanese investors became net sellers of foreign bonds for the second consecutive month, driven by rising borrowing costs in the US and Europe, as well as increasingly attractive domestic yields that prompted them to withdraw from overseas bond markets. Data released by Japan's Ministry of Finance on Tuesday showed that Japanese investors were net sellers of 969 billion yen ($613 million) in foreign bonds last month, which was lower than the previous month's net sales of 1.16 trillion yen. They net sold 1.43 trillion yen in long-term foreign currency bonds—a six-month high—while purchasing about 457 billion yen in short-term notes. The increase in Japanese interest rates is beginning to attract some of the country's vast overseas investments back home, marking a significant shift in global capital flows. Year to date, Japanese investors have net sold about 5.08 trillion yen in foreign bonds, the highest since 2022. This capital outflow could support the yen’s exchange rate and put pressure on bond markets that have long considered Japan a major buyer. Soaring energy costs have heightened inflation concerns, prompting the Federal Reserve (FED) and the European Central Bank to raise interest rates in September, which has further pressured global bond markets. Earlier this week, Japan's benchmark 10-year government bond yield rose to 3.122%, its highest in 30 years, increasing the appeal of domestic bonds. In September, led by the Bank of Japan, Japanese institutions sold a net 2.49 trillion yen in long-term foreign bonds, a seven-month high. Life insurance companies and investment trust managers also recorded net sales of 288.6 billion yen and 200.1 billion yen respectively. However, trust accounts net purchased 1.2 trillion yen in long-term foreign currency bonds, highlighting divergent investment strategies among Japanese institutional investors. Another Bank of Japan report showed that in the first eight months of this year, Japanese investors net sold 4.74 trillion yen in US Treasuries, while net purchasing 355.85 billion yen in European bonds. Within Europe, Japanese investors net bought 329.82 billion yen in Italian bonds, while net selling 208.59 billion yen and 94.25 billion yen in French and German bonds, respectively. (1 US dollar = 158.1400 yen)
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