empty
 
 
Chystáte se opustit
www.instaforex.eu >
stránku provozovanou společností
INSTANT TRADING EU LTD
Otevřít účet

29.09.202615:13 Forex Analysis & Reviews: US Market News Digest for September 29, 2026

Relevance až do 13:00 2026-09-30 UTC+00
Tyto informace jsou v rámci marketingové komunikace poskytovány retailovým i profesionálním klientům. Neobsahují investiční rady a doporučení, nabídky k nebo žádosti o účast na jakékoli transakci nebo strategii spojené s finančními nástroji a neměly by tak být chápány. Předchozí výkon není zárukou ani predikcí budoucího výkonu. Instant Trading EU Ltd. neručí a nezodpovídá za přesnost nebo úplnost poskytnutých informací, ani za ztrátu vyplývající z jakékoliv investice na základě analýzy, předpovědi nebo jiných informací poskytnutých zaměstnancem společnosti nebo jiným způsobem. Úplné znění Odmítnutí odpovědnosti je k dispozici zde.

Global stocks hit one-week lows on oil spike and higher US yields

Exchange Rates 29.09.2026 analysis

Global equity markets came under heavy pressure, with the MSCI All-Country World Index sliding to its lowest level since mid-September. The immediate catalyst was another sharp jump in Brent crude as hopes for a quick diplomatic resolution in the Middle East faded. Higher energy prices amplify inflation risks, prompting investors to position for further Fed interest rate hikes and to cut risk exposures across portfolios.

Expectations of tighter monetary policy triggered selling in the bond market. The 10-year US Treasury yield jumped to 5.25%, marking a high not seen since 2007. Market focus now turns to a fresh slate of US macro releases, including JOLTS labor data and consumer inflation prints, that will be pivotal for policymakers. In an environment of elevated volatility, traders will need to react quickly to trend shifts and monitor key S&P 500 levels via trading platforms such as InstaForex. Follow the link for more details.

US–Iran negotiations underway: mediators discuss unfreezing assets and 7-day truce

Exchange Rates 29.09.2026 analysis

International diplomats, including Qatari mediators, conducted another round of negotiations in the United States with Iranian Foreign Minister Abbas Araghchi to discuss the terms of a potential 7-day truce. According to sources, the Trump administration signaled willingness to ease certain sanctions and unfreeze some Iranian assets in exchange for concrete, time-bound progress on nuclear commitments. Key US participants in the process include Vice President JD Vance and Senator Marco Rubio.

Despite constructive mediation efforts, participants remain skeptical that a final agreement can be signed ahead of the US midterms in November. Deep unresolved differences and the risk of renewed military escalation in the region are keeping a geopolitical premium priced into commodity markets. Follow the link for more details.

Nvidia rallies despite broad Wall Street drop on AI-safety platform and $150B buyback approval

Exchange Rates 29.09.2026 analysis

Nvidia shares climbed a solid 3.2%, bucking the weak tape in US markets. The immediate catalyst was the announcement of an innovative two-part Open Agent Safety Platform designed to monitor AI agents in real time and prevent failures. Nvidia says the new technology will enable safe testing of the largest neural network models without slowing engineering cycles.

A second powerful support factor was the board's approval of an additional $150 billion for the buyback program, expanding the total repurchase authorization to a record $235 billion. Against the backdrop of record market concentration, with Nvidia accounting for roughly 8% of the S&P 500 market cap, the company continues to strengthen its financial position. Follow the link for more details.

Muse tops US App Store in 11 Days, sends Meta shares up 20%

Exchange Rates 29.09.2026 analysis

Meta Platforms' new personal AI agent Muse delivered a rapid triumph: just 11 days after launch, the app hit No. 1 in the US App Store with more than 3.4 million downloads. Muse's distinguishing feature is its ability to autonomously execute tasks across third-party services, from creating playlists on Spotify and booking tickets via Ticketmaster to consolidating finances through Plaid. At Meta Connect 2026, the company also unveiled Muse integrations for Mac, Meta's AI glasses, and video avatars, although market euphoria was tempered by reports of a discovered security vulnerability.

The success of the digital assistant ignited a powerful rally in Meta shares, which have surged more than 20% since the launch. Wall Street rushed to revise models higher: JPMorgan raised its target to $820, KeyBanc sees upside to $900, and TD Cowen strategists project that Muse could generate as much as $27 billion in annual revenue for Meta by 2031. Follow the link for more details.

Irina Maksimova
analytik InstaForexu
© 2007–2026

Otevřít obchodní účet

Díky analytickým přehledům společnosti InstaForex získáte plné povědomi o tržních trendech! Jako zákazníkovi společnosti InstaForex je Vám k dispozici velký počet bezplatných služeb umožňujících efektivní obchodování.




Nyní opouštíte web www.instaforex.eu, web provozovaný společností INSTANT TRADING EU LTD
Nemůžete právě teď mluvit?
Položte vaši otázku v chatu.
Widget zpětného volání

Turn "Do Not Track" off