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Market Watch

Is Higher for Longer Interest Rates Still Bullish For Stocks?

Sep 24, 2026 · 11 min · 6 segments

The Fed has raised rates and says they'll stay high for longer, and Treasury yields are at levels not seen in years. So is that bad news for stocks, and does the AI growth story still hold up? We…

The Fed has raised rates and says they'll stay high for longer, and Treasury yields are at levels not seen in years. So is that bad news for stocks, and does the AI growth story still hold up? We speak to Patrick Chang, Chief Investment Officer, Segments & Propositions at CIMB, about what's changed in his outlook, how he's thinking about diversification and hedging, and the indicators he's watching over the next few months. Click here to find out more about CIMB Chief Investment Office. See omnystudio.com/listener for privacy information.

The Fed has raised rates and says they'll stay high for longer, and Treasury yields are at levels not seen in years. So is that bad news for stocks, and does the AI growth story still hold up? We…

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Speakers: Patrick ChangGuestFrankie LimHostRich BradburyHost

Top entities: Federal Reserve System×12 Chinese×10 KOSPI×3 BFM 89.9×9 Europe×5

Show signals: SuitabilitySafeBiasNot politicalAudience≈1.2M followers

Global Market Close0:24 – 1:18

Frankie LimHost

0:24

Yes, so US stocks indices ended lower on Wednesday as Treasury yields jumped following hawkish remarks from Federal Reserve officials.

Frankie LimHost

0:32

Take a look at the indices.

Frankie LimHost

0:34

The Dow Jones index was down 0.7%.

Frankie LimHost

0:36

S&P 500 was down 0.8%.

Frankie LimHost

0:37

NASDAQ was down 1.1%.

Frankie LimHost

0:42

Now, if we shift our attention to Asian market to see how we closed yesterday, Nikkei was closed for a public holiday, whereas Hang Seng Index was down 1%.

Frankie LimHost

0:53

Shanghai Composite Index was down 0.4%.

Frankie LimHost

0:55

KOSPI, the Korean index, was up 0.9%.

Frankie LimHost

0:58

The only index that I can see here, which is green yesterday.

Frankie LimHost

1:03

STI Index was down 0.2%.

Frankie LimHost

1:06

Last but not least, FBMKLCI closed down 0.4% at 1,676 points.

Frankie LimHost

1:12

Not the best of looks if you like

Rich BradburyHost

1:14

the shade of green, is it? I mean, if

Frankie LimHost

1:16

you like red, it's okay for

Rich BradburyHost

1:17

everybody.

Federal Reserve SystemGovernment OrganizationCentral bank
98%12 mentions
ChineseEntity
95%10 mentions
KOSPIEntityIndex
92%3 mentions
BFM 89.9Radio StationRadio station
88%9 mentions
EuropeContinentContinent
85%5 mentions
CIMB Group Holdings BerhadCompanyRetail banking company
82%5 mentions
AsiaContinentContinent
78%4 mentions
NasdaqEntityStock exchange
75%3 mentions
United StatesCountryCountry in North America
72%3 mentions
European UnionAdministrative AreaSupranational political union
68%5 mentions
Artificial intelligenceEntityProfessional field
65%2 mentions
ChinaCountryCountry in East Asia
62%3 mentions
ShanghaiCityMunicipality in China
58%1 mention
S&P 500EntityStock market index
55%2 mentions
chief investment officerEntityJob title
52%1 mention
Electric vehicleEntityAutomotive class
48%3 mentions
Hong KongCountrySpecial administrative regions of China
42%1 mention
MalaysiaCountryCountry in Asia
42%1 mention
SingaporeCountryCountry in Asia
42%1 mention
Dow Jones Industrial AverageEntityStock market index
35%1 mention
Hang Seng IndexEntityStock market index
32%1 mention
SSE Composite IndexEntityStock market index
28%1 mention
Straits Times IndexEntityStock market index
25%1 mention
BYD AutoCompanyAutomotive company
22%2 mentions
Nikkei 225EntityStock index
18%1 mention
FTSE Bursa Malaysia KLCIEntityStock market index
15%1 mention
Democratic PartyOrganizationPolitical party
12%1 mention
United KingdomCountryCountry in Europe
8%1 mention
CheryCompanyAutomobile manufacturer
5%1 mention
GermanyCountryCountry in Europe
2%1 mention

Portfolio ManagementFinance > Investment
Stock MarketFinance > Investment
US StocksFinance > Investment > Stock Market > Indices
Market ShareBusiness > Automotive > Hybrid Vehicles > Sales Data
Risk ManagementFinance > Investment > Portfolio Management > Diversification
Electric VehiclesBusiness > Automotive
Monetary PolicyFinance > Investment > Interest Rates > Federal Reserve
Chinese BrandsBusiness > Automotive > Electric Vehicles
Interest RatesFinance > Investment
Market TrendsBusiness > Automotive > Electric Vehicles > Chinese Brands
IndicesFinance > Investment > Stock Market
InvestmentFinance
Sales DataBusiness > Automotive > Hybrid Vehicles
DiversificationFinance > Investment > Portfolio Management
Hybrid VehiclesBusiness > Automotive
Federal ReserveFinance > Investment > Interest Rates
Business
Finance
AutomotiveBusiness

Global Market Close0:24 – 1:18

Frankie LimHost

0:24

Yes, so US stocks indices ended lower on Wednesday as Treasury yields jumped following hawkish remarks from Federal Reserve officials.

Frankie LimHost

0:32

Take a look at the indices.

Frankie LimHost

0:34

The Dow Jones index was down 0.7%.

Frankie LimHost

0:36

S&P 500 was down 0.8%.

Frankie LimHost

0:37

NASDAQ was down 1.1%.

Frankie LimHost

0:42

Now, if we shift our attention to Asian market to see how we closed yesterday, Nikkei was closed for a public holiday, whereas Hang Seng Index was down 1%.

Frankie LimHost

0:53

Shanghai Composite Index was down 0.4%.

Frankie LimHost

0:55

KOSPI, the Korean index, was up 0.9%.

Frankie LimHost

0:58

The only index that I can see here, which is green yesterday.

Frankie LimHost

1:03

STI Index was down 0.2%.

Frankie LimHost

1:06

Last but not least, FBMKLCI closed down 0.4% at 1,676 points.

Frankie LimHost

1:12

Not the best of looks if you like

Rich BradburyHost

1:14

the shade of green, is it? I mean, if

Frankie LimHost

1:16

you like red, it's okay for

Rich BradburyHost

1:17

everybody.

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