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US markets mixed as Treasury yields hit 17-year high and oil prices rise

September 25, 2026 Emma Walker – News Editor News

American stock markets closed in a mixed pattern on September 24, pressured by surging Treasury yields and rising international oil prices that heightened inflationary concerns. The Dow Jones Industrial Average fell 161.61 points, or 0.31 percent, to finish at 51,349.98, marking its third session of declines and hitting its lowest level in approximately three and a half months.

The broader financial sector faced severe strain as the benchmark U.S. 10-year Treasury yield climbed as high as 5.22 percent during the trading session. This peak represents the highest rate recorded since July 2007. Market participants wrestled with the looming possibility of additional interest rate increases by the Federal Reserve, a dynamic that consistently diminishes the relative investment appeal of equities over fixed-income assets.

Equities Diverge Amid Fixed-Income Pressure

The Standard & Poor’s 500 index dipped slightly by 1.90 points, or 0.02 percent, to end at 7,704.13. Meanwhile, the technology-heavy Nasdaq Composite index managed a modest gain, rising 3.34 points, or 0.01 percent, to close at 26,939.37.

Individual corporate movements reflected broader sector anxieties. Oracle shares traded on the weaker side following emerging uncertainties regarding its data center construction timelines and associated capital funding requirements. As corporate borrowing costs scale upward in tandem with federal bond yields, firms with heavy infrastructure commitments face tighter financial margins.

Energy Markets and Geopolitical Relief

Crude oil prices added further pressure to the macroeconomic environment. West Texas Intermediate (WTI) futures prices advanced into the upper $96 per barrel range during trading hours, stoking persistent anxieties regarding consumer price inflation and corporate earnings compression.

Despite the upward pressure from energy costs, the Dow Jones index managed to pare deeper losses late in the session. The reduction in losses followed news reports indicating that the United States and Iran were engaged in discussions regarding potential phased termination steps. These reports noted that talks included the possible reopening of the Strait of Hormuz and the lifting of American economic blockades against Iran, though negotiations remained ongoing.

The intersection of volatile commodity markets and shifting geopolitical negotiations underscores the challenges facing institutional investors and risk management professionals worldwide.

As the Federal Reserve weighs its next policy moves against persistently high borrowing costs and fluctuating energy benchmarks, market watchers remain focused on upcoming economic data releases to gauge the enduring path of inflation and equity valuations.

美국채금리 하락에도 반도체주 '털썩'…뉴욕증시 혼조 마감|뉴욕증시 전문가분석(염승환 LS증권 이사)[개미들의 아침]/ 연합뉴스TV(YonhapnewsTV)

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