
Why are US stocks falling today? Oil, 5% Treasury yields and AI fears hit Wall Street
US stocks fall as oil prices rise, Treasury yields cross 5% and AI fears grow, while investors brace for a possible Fed rate hike. | Business News

US stocks fall as oil prices rise, Treasury yields cross 5% and AI fears grow, while investors brace for a possible Fed rate hike. | Business News
Dow Jones| Nasdaq | S&P 500 | US Stock Market Today |Live Updates: US stocks were subdued on Tuesday as AI shares stabilised after a global selloff, while rising oil prices and Treasury yields kept pressure on markets. The S&P 500 fell 0.2%, Dow dropped 237 points and Nasdaq slipped 0.3%. Investors awaited the Federal Reserve

Flat fee of Rs 5 on railways, telecom services, insurance, and fuel transactions over Rs 2000
Indias everyday thali is getting costlier as weak monsoon rains, the Iran and Ukraine wars and rising demand for crops used in biofuels push up food prices. Onions are nearly 50% more expensive than a year ago and ginger has surged over 70%, adding pressure on households just as the festive season begins.
The US Federal Reserve is widely expected to raise interest rates by 25 basis points on Wednesday, taking the benchmark rate to 3.75%-4.00%, as stubborn inflation and oil prices above $100 a barrel strengthen the case for tighter monetary policy.
Major brokerages including Goldman Sachs, J.P. Morgan, HSBC and Deutsche Bank expect the Federal Reserve to raise interest rates by 25 basis points this week after stronger-than-expected inflation data. Rising oil prices above $100 a barrel have added to inflation concerns, while markets are also pricing another hike in December.
Interest rate hikes are now a global trend, marking the longest monetary tightening since 2023. The West Asia oil shock has driven headline inflation higher in major economies. Central banks like the US Fed and Bank of England are expected to raise rates this week. The European Central Bank has already implemented two rate increases since the conflict began.
Economists are gearing up for a potential rate hike from the central bank as soon as October, driven by escalating crude oil prices and ongoing food inflation concerns. The CEO of Axis Bank has raised alarms about the increasing risks of inflation. This shift in monetary policy timing comes as the Monetary Policy Committee prepares to evaluate interest rates in early October, reversing earlier predictions of stability.
Donald Trump advocates for the world's lowest interest rates, citing America's strong credit standing. However, global central banks face rising inflation, making rate cuts unlikely. Trump's trade policies and geopolitical actions have contributed to this inflationary pressure. He may influence future rate decisions after Jerome Powell's departure from the Fed.

Minutes of RBI's last monetary policy meeting showed that some officials, including Governor Malhotra, favoured a rate hike if inflation spread across segments. | Business News

Inflation for households, wholesalers, and producers all rose in August, ahead of the October 5-7 meeting of the Reserve Bank of India’s Monetary Policy Committee.
Four rules made HDFC Bank a compounder.All four have stopped.Can the new CEO rewrite them.
Wholesale price inflation reached 9.92 percent in August, showing a consistent rise. Food and manufactured items contributed significantly to this ongoing price increase. Real wages have also declined, with rural wages experiencing a substantial drop. This data contradicts Prime Minister Narendra Modi
Wholesale prices increased to 9.9% year-on-year in August from 9.8% in July. Fuel and power inflation rose significantly, driven by mineral oil and crude petroleum prices. Manufactured products saw a marginal increase, while primary articles eased during the same period. Food inflation reached a twenty-month high, largely due to fruits, vegetables, and milk. Experts predict inflation will remain elevated in the near term due to global uncertainties.
Gold and silver prices declined on September 14, 2026, as surging oil prices and expectations of a US Federal Reserve rate hike fueled inflation concerns. Concurrently, oil prices rose 4% due to supply fears amid Middle East tensions.
The European Central Bank may need to raise interest rates further to contain inflation as higher fuel costs linked to the Iran conflict risk feeding into wages and consumer prices. Policymaker Martins Kazaks said gradual tightening remains possible.
Indias wholesale inflation accelerated to 9.92% in August from 9.78% in July, slightly above the 9.89% expected in a Reuters poll. Consumer inflation data is due later on Monday and is expected to hit a 20-month high, driven by higher food and fuel prices.
Japans inflation outlook is becoming increasingly sensitive to import costs, yen movements and supply shocks, raising concerns at the Bank of Japan. Policymakers are assessing whether these pressures could become persistent and influence inflation expectations, as the central bank weighs further rate hikes amid changing domestic and global economic conditions.
Goldman Sachs now expects the US Federal Reserve to raise interest rates by 25 basis points in September, reversing its earlier pause forecast. Rising oil prices, stronger producer inflation and shifting market expectations drove the revision.
Gold prices witnessed a slight decline, primarily driven by surging oil prices, raising inflation worries among traders. With an 86% probability of a US interest rate hike on the horizon, consumer prices saw a notable rise in August, further solidifying expectations of increased rates. As higher interest rates typically reduce gold
A record Rs.10 trillion-plus surplus is lowering borrowing costs, but complicating RBI’s inflation fight.

A strengthening El Niño and escalating geopolitical tensions in both West Asia and Russia-Ukraine could drive up food inflation, which has been relatively under control so far
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Gold price today: Why gold is near $4,400 ahead of US inflation data
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