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This Week in Markets: Higher Yields, Oil Risk and the AI Trade — September 25, 2026
Markets spent the week repricing the cost of money. A Federal Reserve rate increase and rising Treasury yields collided with oil-supply risk, uneven equity leadership, and stress in rate- and energy-sensitive economies. The five defining stories were the renewed U.S. tightening debate, the bond selloff, volatile oil, AI-driven concentration in equities, and pressure on emerging markets and trade-sensitive regions.
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