Où les marchés étaient en tendance 2026-09-10

The gist: The energy market is leaning higher, driven primarily by significant geopolitical conflict between the US and Iran and rising inflation expectations. While fossil fuel supply capacity and production volumes appear to be trending higher, the overall landscape is characterized by high energy prices and supply chain volatility.

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The gist: The commodities market is leaning higher, primarily driven by geopolitical escalation in the Middle East and rising energy prices, alongside upward momentum in gold due to inflationary pressures. While energy production looks supported by policy shifts in Canada, the outlook is more fragmented elsewhere, with agricultural commodities facing downward pressure from extreme weather and critical minerals…

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The gist: The net direction for US equities leans lower as rising inflation fears and surging bond yields act as primary headwinds. While there is strong momentum within specific semiconductor and AI-infrastructure themes, these gains are being offset by broader market declines driven by high oil prices and inflationary producer price data.

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The gist: The crypto market appears to be heading sideways leaning lower as macro headwinds and resistance levels weigh on momentum. While Bitcoin has seen significant monthly gains, immediate pressure is mounting due to rising crude prices, a failure to break the $80,000 resistance level, and a resumption of ETF outflows. Watch: - Bitcoin's ability to overcome the $80,000 resistance level.

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The gist: The direction for emerging markets is leaning lower following a period of significant volatility. The dominant driver is a sharp, rapid sell-off in the broad emerging markets measure (EEM), which dropped -2.2% in a single day on 2026-09-10, a move confirmed as being far outside its normal range. Watch: - The impact of a 6% surge in oil prices on the broader emerging markets landscape.

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The gist: The rates and bonds market is leaning higher, driven by rising US 10-year Treasury yields and hawkish central bank actions. While the Bank of England's direction remains sideways following a transcript publication, the ECB has moved higher with a 25 basis point rate hike to combat inflation, and US yields are climbing toward three-year highs amid fiscal expansion concerns.

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The gist: EU equities are leaning lower following a period of significant selling pressure. The dominant driver is a sharp, multi-sector sell-off on 2026-09-09, characterized by moves in major indices that were far outside their normal ranges. Watch: - Market attempts to stabilize following the sharp sell-off in the DAX and EuroStoxx 50. - Clarity regarding ECB monetary policy.

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The gist: The FX market is leaning lower for USD-linked assets as the Federal Reserve appears to be "hesitating" and markets anticipate steady interest rates through the remainder of the year. Conversely, the balance leans higher for the EUR and JPY against major peers, driven by divergent tightening cycles and an expected ECB rate hike to 2.50%.

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The gist: The global macro outlook is mixed, leaning higher on central bank rates and specific regional growth drivers like Chinese cultural/sports integration and Canadian employment, while facing downward pressure in Hong Kong tech-growth sectors.

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