US stocks edge up; Brent hits $100 on October 2, 2026

1. US STOCKS EDGE HIGHER
Wall Street edged higher on Oct 1. Dow Jones +20.51 points (+0.04%) to 50,926.56; S&P 500 +14.91 points (+0.19%) to 7,666.45; Nasdaq +10.54 points (+0.04%) to 26,871.60. AI and semiconductor names led: Coherent +10.90%, Nvidia +1.09% to $230.86, Micron +3%; Accenture +15.78% on record full-year bookings. Context: Treasury yields eased from multi-decade highs, supporting tech; Nasdaq Golden Dragon China -1.03%.

2. EUROPEAN STOCKS DROP SHARPLY
European equities fell sharply. FTSE 100 -1.68% to 10,428.27; CAC 40 -1.62% to 7,835.31; DAX -1.03% to 24,939.35; FTSE MIB -2.2% to 50,237.86. Context: Global bond sell-off spread, with France-Germany 10-year spread at its widest since January 2012 amid flight to safety.

3. ASIA-PACIFIC GAINS; TAIWAN HITS RECORD
Japan, South Korea up; Taiwan record high. Nikkei 225 +3.30% to 68,956.72; KOSPI +1.95% to 6,971.36; TAIEX +413.36 points (+0.86%) to 48,353.49, up nearly 67% year-to-date, strongest major market globally. China and India markets closed. Context: Taiwan's tech-led rally makes it standout.

4. GLOBAL BOND YIELDS SWING
US yields spike then cool. US 10-year hit 5.30%-5.34% intraday, highest since 2002/2007, then eased to 5.23%-5.27%; 2-year posted biggest one-day drop in eight months. UK 30-year gilt breached 6% first time since 1998; French 10-year neared 5%. Context: Oil-driven inflation worry and tightening expectations triggered bond selling; safety flows widened spreads.

5. OIL SURGES ABOVE $100
Brent topped $100. WTI November +2.75% to $92.91; Brent +4.3% to $102.31, intraday up more than 5%. Drivers: China halting fuel exports; reports of US sending carrier and troops to Middle East amid US-Iran tensions and tanker attacks near Strait of Hormuz. Context: Geopolitical risk and tight supply push prices, raising inflation concerns.

6. GOLD, SILVER UP; US MACRO MIXED
Gold near highs, US jobs beat. COMEX gold December +0.50% to $4,207.80/oz; silver +1.29% to $61.35/oz; copper pulled back. ADP private payrolls rose 90,000 in September, above forecasts; jobless claims fell to 197,000; core PCE +3.0% y/y, below expectations. Fed Vice Chair Philip Jefferson said more time may be needed to assess hikes; October Fed hike odds fell. Context: Strong labor data and softer inflation reduced near-term rate hike bets.

7. CORPORATE HEADLINES
Micron beats, Nike misses. Micron fiscal Q4 revenue $54.23bn, +379% y/y, above estimates; Q1 guidance $60bn-$63bn beat forecasts. Nike revenue $11.21bn vs expected $11.33bn; EPS $0.48 missed; shares fell over 8% after hours. Broadcom reportedly set to provide up to $42bn financing to Anthropic, which may IPO as early as mid-November; Apple reportedly plans smart-home push around Oct 13; Rocket Lab up nearly 1% on Synspective contract.

8. CURRENCIES AND COMMODITIES
USD up, yen weak; Indonesia coal down. Dollar index +0.56% to 102.04; USD/JPY around 158 early Asia Oct 2. Indonesia August coal exports 26.23 million tonnes, lowest in five years; Jan-Aug cumulative -9.33% to 227.7 million tonnes. Context: Stronger dollar reflects yield and haven demand; coal supply may tighten.

Watch today: Whether Brent holds above $100 and how US Treasury yields react to upcoming jobs data.

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