Global Market News Briefing – 22 September 2026
- The Nasdaq Composite futures gained 2.26% on Monday to a record close of 30780, its first since June, supported by a rise in AI-related stocks. Chipmakers surged as early signs of success for Meta Platforms’ AI agent lifted enthusiasm; Meta jumped 11% and AMD topped $1 trillion in market value. Intel rose 12% and Qualcomm more than 9%, while HP fell over 3% after declining to detail its fiscal-year outlook. Treasury 10-year yields fell below 5%.
- Germany’s DAX rose 0.76% on Monday as investors digested state election results in northeastern Germany, where projections showed the AfD emerging as the largest party. Technology stocks led European gains, up about 2% on chip-linked names including Aixtron, while energy stocks slipped as oil eased.
- The Tokyo Stock Exchange is closed from 21 to 23 September for public holidays and reopens on Thursday 24 September. The Nikkei 225 last closed on 18 September at 65,018.95, up 1.38%, after the Bank of Japan raised its policy rate to 1.25%, the highest since 1995, in a 7-2 vote. Currency and futures markets have focused on the yen and intervention risks during the holiday.
- Spot gold fell to around $4316 per ounce, down $31.6 from the previous day, with the decline attributed to rising expectations that the Federal Reserve will continue tightening this year.
- Brent for November delivery rose 1.2% to $101.54 on Tuesday after U.S. Treasury Secretary Bessent said all Iranian airlines will be shut down from Wednesday. Iranian President Pezeshkian is set to travel to the UN in New York. On Monday Brent fell for a fourth session after Trump said he would probably be open to meeting Pezeshkian, and CENTCOM reported Hormuz crude and LNG flows at a six-month high.

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- Risk sentiment is improving as geopolitical tensions show signs of easing. Hopes for U.S.-Iran diplomacy and improved supply conditions around the Strait of Hormuz have pushed oil lower, with Brent around $99 and WTI near $95.
- U.S. equities remain strong. The Nasdaq gained 2.26% on Monday and closed at a record high, while the S&P 500 and Dow also advanced. Today, futures are more subdued, but lower oil prices and the U.S. 10-year Treasury yield around 4.93% continue to support equities.
- Gold remains under pressure as markets expect interest rates to stay higher for longer. Spot gold is trading around $4,330–4,360, while Fed officials’ hawkish comments continue to support the dollar and limit upside in precious metals.
- Precious metals: silver is around $65.7, platinum around $1,786, and palladium around $1,296. Platinum and palladium are showing relatively stronger performance than gold today.
FX Daily: Hawkish Fed Supports Dollar Despite Falling Oil
- The U.S. dollar started the week strongly despite lower oil prices and positive global risk sentiment.
- Hawkish comments from Fed officials Austan Goolsbee and Alberto Musalem supported U.S. front-end yields and boosted the dollar.
- Brent briefly fell below $100, but the usual oil-USD relationship weakened as Fed policy expectations dominated FX markets.
- The dollar faces near-term upside risks, with DXY potentially moving toward 101.0.
- EUR/USD faces downside risks, with a possible retest of the 1.1320–1.1330 area.




