US stocks rebound, oil cools on September 13, 2026

1. US STOCKS REBOUND AFTER FOUR-DAY LOSING STREAK
Wall Street closed Friday with the S&P 500 up 0.86%, Nasdaq up 0.96%, and Dow Jones up 0.98%, snapping a four-session losing streak. For the full week, however, the S&P 500 fell 0.8%, Nasdaq fell 0.66%, and the Dow fell 1.57%. The rebound came as investors temporarily set aside Middle East supply fears, though inflation and Fed rate-hike expectations continued to weigh on sentiment.

2. US EQUITY FUNDS POST RECORD YEAR-TO-DATE OUTFLOWS
LSEG Lipper data showed US equity funds had net redemptions of $32.27 billion in the week ended September 9, the largest this year and second only to the $52.45 billion record outflow of December 17, 2025. The oil-price surge and Federal Reserve rate-hike fears were cited as key triggers. According to Dow Jones Market Data, only energy rose 2% and communication services rose 1.1% for the week; healthcare fell the most at 3.6%, followed by materials at 2.7%.

3. OIL PRICES SURGE THEN PULL BACK ON DE-ESCALATION SIGNALS
WTI crude jumped 9.37% on the week to $100.05 a barrel and Brent approached $104, driven by Middle East supply risks. On Friday, WTI settled down 3.91% at $99.88 and Brent fell 4.88% to $103.85 as de-escalation signals emerged. Some sources reported Saudi Arabia's East-West pipeline was preventively shut after a drone attack from Iraq; if not restored within days, global oil supply could lose about 4%. This information has not been officially confirmed. The IEA reportedly warned that 2026 global oil supply could fall by 5.7 million barrels per day, with Saudi output near 6 million barrels per day, the lowest in over 30 years. Iran's president said direct talks with the US cannot be decided now, and that Hormuz would reopen if the US ends its blockade.

4. US INFLATION COMES IN ABOVE FORECAST, FED HIKE EXPECTATIONS RISE
US August CPI rose 0.4% month-on-month and 3.4% year-on-year, while core CPI rose 0.3% m/m, above the 0.2% consensus and the highest in four months. August PPI rose 0.4%. The 10-year Treasury yield hit 4.96%-4.97%, the highest since October 2023, and the 2-year reached 4.63%. CME FedWatch put the probability of a 25-basis-point Fed hike at the September 15-16 FOMC meeting at 87.3% to nearly 90%. Deutsche Bank expects a 25bp hike and a dot-plot median implying one more hike this year; JPMorgan warned US stocks could pull back 1.5%-2.5% if the Fed signals further tightening.

5. CHIP STOCKS FALL IN SUNDAY DARK-POOL TRADING
In dark-pool trading on September 13, SK Hynix dropped more than 4% to below $185, while Micron, Seagate and SanDisk fell more than 3%, and Nvidia declined more than 2%. The moves extend pressure on semiconductor names after a week dominated by rate-hike worries and record equity fund outflows.

6. GOLD POSTS THIRD STRAIGHT WEEKLY DECLINE, COPPER RETREATS FROM RECORD
Spot gold fell about 1.5% on the week to close near $4,403 an ounce, pressured by a stronger dollar, rising Treasury yields and Fed rate-hike expectations despite safe-haven demand. LME 3-month copper briefly topped a record $14,800 a tonne before retreating to about $14,233, still up nearly 18% year-to-date on falling mine supply and US tariff-related stockpiling.

7. GLOBAL CENTRAL BANKS SHIFT TOWARD SYNCHRONIZED TIGHTENING
The ECB raised all three key rates by 25 basis points earlier in the week. The Bank of England was expected to follow, and the Bank of Japan was reported to be preparing a hike, most likely 25bp, at its meeting next week. The synchronized tightening adds pressure on risk assets worldwide.

Key event to watch today: Iran and Oman are expected to brief Gulf states on Hormuz shipping consultations on September 14.
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