Report published September 29, 2026

The Day Ahead - North America: Daily Market Briefing by London Stock Exchange Group

London Stock Exchange Group · September 29, 2026

Wall Street and Canadian markets closed lower as rising oil prices and Treasury yields heightened inflation concerns and expectations of a hawkish Federal Reserve. Key developments include Nvidia's record $150 billion buyback authorization, U.S.-China tariff cut negotiations, and upcoming U.S. JOLTS labor data.

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Finvaulta summarizes London Stock Exchange Group's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

Key Takeaways

1.U.S. equities fell as surging oil prices and rising Treasury yields fueled persistent inflation fears and hawkish Fed rate hike expectations.
2.Nvidia announced a record $150 billion share buyback authorization to bolster stock performance amid rising AI chip competition.
3.The U.S. and China agreed to reciprocal tariff reductions covering $60 billion of non-sensitive bilateral trade following a bilateral summit.

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Report data

A brutal September for world bond markets

Metric	Estimate	Context
U.S. 10-Year Treasury Yield	5.2298%	Benchmark 10-year note yield closing level
Front Month Crude Oil	92.98 USD/bbl	Crude oil price close
Spot Gold	4120.59 USD/oz	Spot gold closing price
Nvidia Share Buyback Authorization	150 billion USD	Record share buyback program approval
JOLTS Job Openings Forecast	7.240 million	August consensus forecast compared to 7.271 million prior