Financial Markets Daily Report26 septiembre 2025
In the US, the latest revision of Q2 GDP growth confirmed the economy is expanding at a stronger pace driven by resilient personal consumption and solid private investment. Investors pared back expectations for future Fed rate cuts to four by the end of 2026. This shift pushed Treasury yields higher.
In Europe, equities ended the session lower, weighed down by political uncertainty — particularly in France, where Marine Le Pen is pressing for new elections. Sovereign bond yields also moved higher across the curve, mirroring the trend seen in the US. Today, market attention will focus on the release of US August PCE data.
Regarding the commodities markets, gas prices rose while crude came in modestly higher as Russia’s move to ban fuel exports weighed on similarly as the new positive US economic data. This data release also fueled the dollar appreciation against the euro and the yen.