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Investors will look for clues on the Federal Reserve's next interest-rate move when minutes from its latest meeting are released on Wednesday. The Fed raised rates for the first time since 2023 at its …

Investors will look for clues on the Federal Reserve's next interest-rate move when minutes from its latest meeting are released on Wednesday. The Fed raised rates for the first time since 2023 at its previous meeting and signalled that further tightening could come before the end of the year. However, expectations for another hike have cooled after data showed US inflation rose less than expected in August. Markets will closely assess policymakers' views on inflation, growth and how much more monetary tightening may be needed.

Even with bond yields hovering at more than 20-year highs, the stock market has barely flinched. The S&P 500 (^GSPC) rose Friday to sit less than 1% from its record high while the Nasdaq …

Even with bond yields hovering at more than 20-year highs, the stock market has barely flinched. The S&P 500 (^GSPC) rose Friday to sit less than 1% from its record high while the Nasdaq Composite (^IXIC) was near an all-time high as a weak jobs report lowered expectations for a Federal Reserve rate hike this year. Up until now, elevated oil prices, AI-related risks, and deteriorating market breadth have suggested a pullback may be just around the corner. "The market has had every reason to sell off, and it hasn't sold off yet, and to me it feels like it's running out of time," Sean McLaughlin, chief options strategist at All Star Charts, told Yahoo Finance. "The path of least resistance appears to be higher." Seasonality also leans bullish as October, while traditionally volatile, has posted a 63% win rate over the past 20 years. And looking at the four-year presidential cycle, the S&P 500 has posted an average return of 18.3% over the next seven months during the past 50 years, McLaughlin noted. "We've got earnings season coming up, and if we get any glimmer of good news, I think the market is going to be caught offside, and we could have a really significant rally over the next three to six months," McLaughlin said. That doesn't mean the market's resilience hasn't been a head-scratcher, particularly as the 10-year Treasury yield has climbed to its highest level since 2002. Wall Street anticipates yields on the 10-year can climb higher before they begin to weigh on valuations. "Historical data show that valuations start compressing after 5.5%, and everyone from investors to corporations to consumers would have to redo the math on their investments," Fundstrat economic strategist Hardika Singh wrote in a note last week. UBS strategists last week noted that yields become more concerning for stocks when economic growth begins to falter. That's not the case with a booming AI build-out in the US. "We forecast S&P 500 earnings growth of 25% this year and 14% in 2027, which should help equities absorb moderately higher interest rates," Ulrike Hoffmann-Burchardi, chief investment officer Americas and global head of equities at UBS, wrote. To spread risk, Hoffmann-Burchardi recommends buying stocks across global markets such as the US, Europe, and Asia. At the same time, she suggests targeting major growth trends such as AI, power and resources, and healthcare (XLL). The stock market is still near record highs despite surging bond yields. REUTERS/Jordan Tovin/File Photo · Reuters / REUTERS Ines Ferre is a senior business reporter for Yahoo Finance. Click here for the latest technology news that will impact the stock market Read the latest financial and business news from Yahoo Finance

Access Denied You don't have permission to access "" on this server. Reference #18.971c2117.1791143856.3400497b Access Denied You don't have permission to access "" on this server.Reference #18.971c2117.1791143856.3400497b This story appeared on 9news.com, 2026-10-04 19:57:40.041000.

Access Denied You don't have permission to access "" on this server. Reference #18.971c2117.1791143856.3400497b Access Denied You don't have permission to access "" on this server.Reference #18.971c2117.1791143856.3400497b This story appeared on 9news.com, 2026-10-04 19:57:40.041000.

A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Sept. 16, 2026. The Nasdaq Composite sailed to a fresh all-time high as traders looked past …

A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Sept. 16, 2026. The Nasdaq Composite sailed to a fresh all-time high as traders looked past rising U.S. Treasury yields and digested new economic data. The Nasdaq Composite was up 1.05% and hit an intraday of 27,544.07. The tech-heavy index posted a record close of 27,477.31. The Dow Jones Industrial Average advanced 90.94 points, or 0.18%, to end at 51,267.90. The S&P 500 climbed 0.66% to 7,773.95. Several stocks tied to the artificial intelligence trade led the way higher for the Nasdaq. SpaceX jumped more than 7%, while hyperscalers Meta Platforms and Microsoft ticked up almost 2% and more than 1%, respectively. Nvidia and Tesla rose 2% each. Tech is "sort of like the inverse bond trade," Infrastructure Capital Advisors founder and CEO Jay Hatfield told CNBC. "It's buy tech, sell everything else, and so it's kind of an unstoppable juggernaut." Hatfield added that tech has served as a kind of safe haven since the pandemic, citing the sector's high earnings-related growth and relatively low sensitivity to interest rates. "It really doesn't matter what they pay for debt, and the demand for compute is so strong, [so tech is] not really impacted by interest rates," Hatfield said. As tech stocks rallied, bond yields also advanced. The benchmark 10-year Treasury note yield was last up more than 3 basis points to 5.311%, while the 30-year rose more than 3 basis points to 5.664%. Both yields surged to multiyear highs in recent weeks, as traders fretted that inflation would lead the Federal Reserve to keep rates higher for longer. Stocks and bonds moved as traders processed the Institute for Supply Management's latest report on economic growth in the services sector. The ISM report showed that the Purchasing Managers Index for services came in at 54.9% in September, or roughly in line with expectations. However, that figure came in modestly below the index's rate of growth for the previous month. Investors now turn their attention the Fed, which will release the minutes from its September meeting — potentially shedding light on its decision to hike rates by a quarter of a percentage point last month. Traders also monitored oil prices, which were lower on Monday. Brent crude futures settled down 1.89% at $100.32 a barrel, while West Texas Intermediate crude was down 1.8% to settle at $89.43 a barrel. Stocks are coming off a week defined by surging Treasury yields and a surprisingly lackluster jobs report that helped ease concerns about another Fed rate hike this month. The data provided some relief after a week of pressure from rising bond yields. "Despite a growing list of headwinds (e.g., geopolitics, higher rates), global equities have climbed c12% YTD and are just below all-time highs," wrote Citi strategist Beata Manthey. "Does this relative calm suggest equity fundamentals will prove resilient to ongoing macro shocks, or will stocks eventually need to correct to more accurately reflect the current risk backdrop? While uncertainty remains high, we still find ourselves in the 'resilience' camp for now."

Up bank increasing some interest rates in line with RBA Up to 5.6% for Savers on October 8th Essentials remains at 2% $15-$25 for both the referrer and referee. Conditions Bonus starts at $15 …

Up bank increasing some interest rates in line with RBA Up to 5.6% for Savers on October 8th Essentials remains at 2% $15-$25 for both the referrer and referee. Conditions Bonus starts at $15 and $1 for each year referrer has been a customer, up to a cap of $10. Referee will see the exact bonus when you visit Up Ba…

Bankers expect the Reserve Bank of India to raise the repo rate by 25 basis points soon. This marks the end of the rate-cutting phase that began in February 2025. Economists predict inflation will …

Bankers expect the Reserve Bank of India to raise the repo rate by 25 basis points soon. This marks the end of the rate-cutting phase that began in February 2025. Economists predict inflation will exceed the RBI’s forecasts, necessitating tightening. Experts … EMI CalculatorDetermine the monthly installment amount for a loan

On Monday, the Reserve Bank of India's Monetary Policy Committee will hold important meetings. Analysts are anticipating a 25 basis points increase in the key interest rate, raising it to 5.50%. The surge in …

On Monday, the Reserve Bank of India's Monetary Policy Committee will hold important meetings. Analysts are anticipating a 25 basis points increase in the key interest rate, raising it to 5.50%. The surge in inflation is attributed to elevated crude oil costs… The Reserve Bank of Indias Monetary Policy Committee (MPC) is likely to increase the key interest rate by 25 basis points to 5.50% in the October policy amid inflationary pressures due to rising oil …

Interest rates are approaching levels that would hurt Australia's economy and the retirement savings managed by major superannuation funds, according to the Bank of America's head of interest rates strategy. What would it take …

Interest rates are approaching levels that would hurt Australia's economy and the retirement savings managed by major superannuation funds, according to the Bank of America's head of interest rates strategy. What would it take to put the global economy into a tailspin? The Bank of America,which is worthroughly $395 billion ($US275 billion), and dependent to a degree on functioning financial markets, is …

As inflation concerns rise, investors are putting their faith in the Reserve Bank of India to implement an interest rate hike. A survey reveals that nearly 60% of economists believe a 25-basis-point increase is …

As inflation concerns rise, investors are putting their faith in the Reserve Bank of India to implement an interest rate hike. A survey reveals that nearly 60% of economists believe a 25-basis-point increase is likely at the coming policy meeting. With an eye… Investors have loaded up on bets that the Reserve Bank of India will raise rates this week, warning that it risks falling behind the curve as inflation quickens, growth remains resilient and major ce…

Investing.com -- Gold prices edged higher on Monday after posting their biggest weekly decline since June, as a slowdown in the U.S. labor market eased expectations for another Federal Reserve rate hike, while elevated …

Investing.com -- Gold prices edged higher on Monday after posting their biggest weekly decline since June, as a slowdown in the U.S. labor market eased expectations for another Federal Reserve rate hike, while elevated Treasury yields and rising oil prices ke… Investing.com -- Gold prices edged higher on Monday after posting their biggest weekly decline since June, as a slowdown in the U.S. labor market eased expectations for another Federal Reserve rate h…