Where markets were leaning on 2026-09-16
The net read we published that day, kept as a dated record. For where markets are leaning right now, see today's outlook.
Rates Bonds
The gist: Interest rates in both the US and Eurozone are leaning higher. The primary drivers are a recent FOMC rate hike in the US and projected increases in wage growth within the Eurozone. Watch: - FOMC policy shifts following the 1/4 percentage point increase to the 3-3/4 to 4 percent range. - Eurozone wage tracker projections, specifically the anticipated rise in negotiated wage growth toward 2.8% by mid-2027.
Updated 2026-09-16 21:43 UTC · sign up for the full net read + the markets you follow
Us Equities
The gist: US equities appear to be heading sideways as the market reacts to potential regulatory shifts. The dominant driver is a proposal by the SEC to rescind Rule 14a-8 under the Securities Exchange Act of 1934, a move intended to address perceived oversteps of statutory authority by shifting governance matters toward the state level. Watch: - The progression of the SEC's proposal to rescind Rule 14a-8.
Updated 2026-09-16 21:14 UTC · sign up for the full net read + the markets you follow
Eu Equities
The gist: The outlook for EU/UK healthcare services appears sideways. While new UK government-backed neighborhood health projects are being launched to redesign care services through integration, current data is also limited to headlines regarding government responses to patient safety recommendations. Watch: - The implementation and integration of the six new UK neighborhood health projects backed by £1.5 million.
Updated 2026-09-16 11:13 UTC · sign up for the full net read + the markets you follow
Energy
The gist: The energy market is leaning higher, driven by a significant expansion in US LNG export capacity and a sharp, outsized move in broad energy sector indices. The completion of the final LNG train at the Corpus Christi Liquefaction Stage 3 Project has increased total nominal capacity to 3.1 Bcf/d, providing a fundamental tailwind for the sector.
Updated 2026-09-16 00:13 UTC · sign up for the full net read + the markets you follow
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