Tormere After-Market Digest
September 15, 2026
Prepared by Tormere Research:Communications (TR:C)
Top headlines
10-year Treasury yield hits highest level since 2007 as traders bet a Fed rate hike is coming
The benchmark 10-year climbed as high as 5.04% intraday, extending a global bond selloff tied to elevated energy prices and rate-hike positioning, as the FOMC's September meeting began with a decision due tomorrow afternoon. CNBC
Skyworks Stock Poised to Be S&P 500's Best Stock This Week
SWKS jumped as its pending merger with Qorvo advanced toward its final two regulatory jurisdictions, extending a run that has made it the index's best weekly performer. Benzinga
Markets close
Close: Sep 15, 2026, 4:00 PM ET
| Asset | Close | Chg | % |
|---|---|---|---|
| S&P 500^GSPC | 7,585.73 | -34.25 | -0.45% |
| Nasdaq Composite^IXIC | 25,981.57 | -204.84 | -0.78% |
| Dow Jones^DJI | 52,093.11 | -328.09 | -0.63% |
| CBOE Volatility IndexVIX | 17.20 | +0.10 | +0.58% |
| Brent CrudeBZ=F · 2:30 PM ET settle | $108.00 | +$2.32 | +2.20% |
| GoldGC=F · 1:30 PM ET settle | $4,338.50 | -$13.40 | -0.31% |
U.S. Treasury Yields
Prints through Sep 14, 2026
Chg and % measured vs the prior print, Sep 11, 2026 (Friday close); Sep 15 not yet published as of this edition
| Tenor | Close | Chg | % |
|---|---|---|---|
| 1-MonthT-bill | 3.94% | +1bp | +0.25% |
| 3-MonthT-bill | 4.11% | +4bp | +0.98% |
| 6-MonthT-bill | 4.18% | +6bp | +1.46% |
| 1-YearT-note | 4.37% | +2bp | +0.46% |
| 2-YearT-note | 4.65% | +2bp | +0.43% |
| 5-YearT-note | 4.80% | +2bp | +0.42% |
| 10-YearT-note | 4.97% | +1bp | +0.20% |
| 30-YearT-bond | 5.34% | -1bp | -0.19% |
Sectors & breadth
Sector performance
Energy · XLE+2.17%
Materials · XLB+0.48%
Health Care · XLV-0.05%
Real Estate · XLRE-0.12%
Technology · XLK-0.29%
Financials · XLF-0.32%
Today's leading S&P 500 movers
SWKS+13.54%
RVTY+7.35%
APA+5.34%
COIN-10.19%
AXON-9.72%
JKHY-6.38%
Economic calendar
High
Medium
Low
A actual · F forecast · P previous
15
Tue
Today
USDall day
FOMC meeting begins (day 1 of 2)
Decision due tomorrow, 2:00 PM ET
USD8:30 AM
Empire State manufacturing index (Sep)
Forecast/prior not independently verified this cycle — watch the release, not a quoted number
16
Wed
USD2:00 PM
FOMC rate decision & press conference
Fed funds futures trackers are split between a 25bp hike and a hold; exact odds vary by source
USD8:30 AM
Retail sales m/m (Aug)
Forecast/prior not independently verified this cycle
17
Thu
USD8:30 AM
Initial jobless claims
Weekly claims report; forecast/prior not independently verified this cycle
USD8:30 AM
Housing starts (Aug)
Forecast/prior not independently verified this cycle
The forward look
TR:C thesis
Markets edged slightly lower as it is preparing for the expected rate hike season for the rest of this year, though some speculate that rates could hold (We find that very unlikely). Crude oil still sits over $100/bbl as no developments are made. In this political time, we see focus on the American midterms as Congress Republicans try to hang onto their majority. The Fed holding rates could also be seen as political and contradictory to Warsh stressing inflation as an issue at Jackson Hole. Retail Sales m/m also comes out tomorrow morning, though we are not confident that a strong number will have any effect on the Fed decision. Stay tuned for the decision tomorrow, and, like anything, nothing is certain.
Tormere Research:Communications · Tormere Analytics
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