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Market Watch

Market Watch

Oil, Yields & the AI Money Machine

Sep 30, 2026 · 13 min · 10 segments

Investors head into the fourth quarter facing oil above US$100, elevated bond yields and another crucial round of US inflation and employment data that could shape the Federal Reserve’s next move…

Investors head into the fourth quarter facing oil above US$100, elevated bond yields and another crucial round of US inflation and employment data that could shape the Federal Reserve’s next move. Meanwhile, Nvidia’s enormous US$150 billion share-buyback programme is highlighting just how much cash the AI boom is generating at its biggest beneficiaries. With bonds offering increasingly attractive returns, are equities still worth the additional risk as markets enter the final months of the year? Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Investors head into the fourth quarter facing oil above US$100, elevated bond yields and another crucial round of US inflation and employment data that could shape the Federal Reserve’s next move…

Spotify Apple Podcasts YouTube Website

Speakers: Joseph SrokaGuestKeith KamHostRich BradburyHostRoshan KanesanHost

Top entities: SSE Composite Index×2 United States×15 Federal Reserve System×10 BFM 89.9×9 Nvidia×15

Show signals: SuitabilitySafeBiasNot politicalAudience≈1.2M followers

Global Markets Close Lower0:25 – 1:16

0:25

Quite a red day on Wall Street.

0:27

It ended in the red because this followed another rise in treasury yields to fresh multi-year highs.

0:33

Just a quick look.

0:33

The 30-year is almost 5.6%.

0:34

The 10-year is about 5.2%.

0:38

Bank stocks also fell.

0:39

So at the end of it all, S&P 500 was down 0.2%.

0:41

The Dow was down 0.3%.

0:42

And the Nasdaq was down 0.1%.

0:49

In Asia yesterday, it was pretty much a red day except for the Shanghai Composite, which ended up 0.2%.

0:55

The Nikkei was down 0.6%.

0:57

Hong Kong's Hang Seng was down 0.5%.

1:00

The Kospi and the STI were both 0.3% lower.

1:04

Back home, the FBNK LCI, that closed 1.6% lower at 1,644 points.

Rich BradburyHost

1:10

I was going to ask if you've got any good news for us.

Rich BradburyHost

1:12

But there you go.

Rich BradburyHost

1:13

Let's get some more insights then on international markets.

SSE Composite IndexEntityStock market index
98%2 mentions
United StatesCountryCountry in North America
95%15 mentions
Federal Reserve SystemGovernment OrganizationCentral bank
92%10 mentions
BFM 89.9Radio StationRadio station
89%9 mentions
NvidiaCompanyCompany
86%15 mentions
United States Department of CommerceGovernment OrganizationGovernment department
83%2 mentions
John C WilliamsPerson
80%2 mentions
ShutterstockCompanyPhotograph company
77%2 mentions
S&P 500EntityStock market index
73%4 mentions
Artificial intelligenceEntityProfessional field
70%4 mentions
Consumer price indexEntity
67%5 mentions
BondEntity
64%1 mention
MalaysiaCountryCountry in Asia
61%2 mentions
Personal consumption expenditures price indexEntity
58%3 mentions
United States Department of the TreasuryGovernment OrganizationGovernment department
55%1 mention
IranCountryCountry in the Middle East
52%2 mentions
Wall StreetTourist AttractionStreet in New York
48%2 mentions
FTSE Bursa Malaysia KLCIEntityStock market index
45%1 mention
Strait of HormuzBody of WaterStrait
42%2 mentions
JobEntity
39%1 mention
AsiaContinentContinent
36%2 mentions
Dow Jones Industrial AverageEntityStock market index
33%1 mention
NasdaqEntityStock exchange
30%1 mention
Hang Seng IndexEntityStock market index
27%1 mention
ChristmasEntityFestival
23%2 mentions
CostcoEntityBig-box store corporation
20%1 mention
Hong KongCountrySpecial administrative regions of China
17%1 mention
Space Exploration Technologies Corp.CompanyAerospace company
14%1 mention
AnthropicCompanyArtificial intelligence company
9%1 mention
OpenAICompanyGenerative AI company
9%1 mention
KOSPIEntityIndex
5%1 mention
Capital expenditureEntity
2%1 mention

IndicesFinance > Stock Market
S&P 500Finance > Stock Market > Indices
NVIDIAFinance > Investment Strategies > Corporate Finance > Cash Flow Management
Discretionary IncomeEconomics > Consumer Behavior > Spending Patterns
Holiday ShoppingEconomics > Consumer Behavior > Spending Patterns > Discretionary Income
Investment StrategiesFinance
PerformanceFinance > Stock Market > Indices > S&P 500
MacroeconomicsEconomics
Consumer BehaviorEconomics
Corporate FinanceFinance > Investment Strategies
Venture CapitalTechnology > Artificial Intelligence > Investment Trends
Spending PatternsEconomics > Consumer Behavior
Oil MarketEconomics > Macroeconomics > Inflation > Energy Prices
Investment TrendsTechnology > Artificial Intelligence
InflationEconomics > Macroeconomics
Tech CompaniesTechnology > Artificial Intelligence > Investment Trends > Venture Capital
Cash Flow ManagementFinance > Investment Strategies > Corporate Finance
Stock MarketFinance
Economics
Energy PricesEconomics > Macroeconomics > Inflation
Technology
Finance
Artificial IntelligenceTechnology

Global Markets Close Lower0:25 – 1:16

0:25

Quite a red day on Wall Street.

0:27

It ended in the red because this followed another rise in treasury yields to fresh multi-year highs.

0:33

Just a quick look.

0:33

The 30-year is almost 5.6%.

0:34

The 10-year is about 5.2%.

0:38

Bank stocks also fell.

0:39

So at the end of it all, S&P 500 was down 0.2%.

0:41

The Dow was down 0.3%.

0:42

And the Nasdaq was down 0.1%.

0:49

In Asia yesterday, it was pretty much a red day except for the Shanghai Composite, which ended up 0.2%.

0:55

The Nikkei was down 0.6%.

0:57

Hong Kong's Hang Seng was down 0.5%.

1:00

The Kospi and the STI were both 0.3% lower.

1:04

Back home, the FBNK LCI, that closed 1.6% lower at 1,644 points.

Rich BradburyHost

1:10

I was going to ask if you've got any good news for us.

Rich BradburyHost

1:12

But there you go.

Rich BradburyHost

1:13

Let's get some more insights then on international markets.

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