9-17-2026: Hawkish Fed Hike, AI Slowdown Debate + Mideast Oil Spike
Market Storylines
•
7m 42s
Eric Criscuolo, Market Strategist at the NYSE, covers a volatile week dominated by the Fed's 25bp rate hike, which came alongside hawkish commentary from Chair Warsh that pushed yields sharply higher and briefly knocked the S&P below its 7,600 trading-range floor. Markets also grappled with a fresh AI storyline as Anthropic's CEO called for slowing model development, triggering a selloff in AI hardware and infrastructure names even as software stocks rallied on the rotation. Escalating Middle East tensions kept oil elevated and added further pressure on equities before easing into week's end. Healthcare and Communication Services were the week's standout sectors, while Financials and Industrials lagged on yield-curve flattening and pricing pressures flagged by trucking peers.
Up Next in Market Storylines
-
9-10-2026: Oil Spikes, Yields Surge +...
Michael Reinking, Senior Market Strategist at the NYSE, reviews a tense week as renewed U.S.-Iran conflict and Houthi attacks in the Red Sea pushed oil prices up nearly 10%, with Brent nearing $105 a barrel. That spike reignited inflation fears, driving Treasury yields to new YTD highs and pushin...
-
9-3-2026: Oil Surges on Iran Tensions...
Eric Criscuolo, Market Strategist at the NYSE, reviews a volatile week that opened with renewed US-Iran hostilities and a sharp rally in crude oil, pushing yields higher and pressuring equities early on. Sentiment shifted mid-week as oil kept climbing but yields reversed on dovish Fed commentary ...
-
8-27-2026: Nvidia Surge, Oil Relief +...
Eric Criscuolo, Market Strategist at the NYSE, recaps a week driven by three highly anticipated catalysts — PCE, Nvidia earnings, and Jackson Hole — following a quiet, range-bound start as markets awaited the key events. A breakthrough in Iran-Strait of Hormuz negotiations pulled oil sharply lowe...
