Both official Nasdaq calendars support a regular United States trading session today.
CAMS Morning Market Brief.
Friday, September 25, 2026.
Good morning.
Both official Nasdaq calendars support a regular United States trading session today.
Treasury yields are the main pressure point. The ten-year yield is near 5.2% after reaching a new 19-year high. The thirty-year yield is near 5.5%, after touching its highest level since 2004.
Oil is easing, but it is still expensive enough to keep inflation concerns alive. Brent crude is near $106 a barrel after a Houthi missile attack on Saudi Arabia revived supply concerns. W T I crude is near $94. The dollar index is near 101, up about 1% this week.
Thursday's United States session finished almost flat at the index level, but the market was weaker underneath. The S and P 500 and Nasdaq Composite were nearly unchanged, while the Dow fell about 0.3%. Eight of 11 S and P 500 sectors declined. Decliners led advancers by 1.9 to one. Exchange volume was close to its recent average.
August durable-goods orders arrive at eight thirty Eastern. Costco reported quarterly net sales of $93.9 billion, up 11.2%. Adjusted comparable sales rose 6.7%.
For the open, watch whether yields stay above 5% and whether oil can keep easing. A calmer bond market would help, but another push higher in yields or crude would keep pressure on rate-sensitive shares.
Market analysis, not personalized investment advice.
If you choose to request CAMS Founding Beta access, CAMS may retain session-only information about the source, referring site, landing page, and link click to understand which CAMS pages lead to access requests. CAMS does not write this information until you choose the access link, and does not use cookies, persistent identifiers, fingerprinting, or third-party analytics. Review the Privacy Policy for details about retention, sharing, and your choices.
Request CAMS Founding Beta access
Publisher Disclosure.
Curve Ahead Market Strategies publishes an impersonal business and financial publication of general and regular circulation.
The content is identical for all subscribers and is not tailored to any person’s portfolio, investment objectives,
risk tolerance, tax status, liquidity needs, or other circumstances. We do not provide individualized investment advice
through email, chat, customer support, social media, or any other channel. Any discussion of a security reflects the
publisher’s editorial views only and is not a request, instruction, or recommendation that any reader buy, sell,
hold, or use any specific investment strategy.
Conflicts & Compensation.
Principals, employees, or affiliates of the publisher may hold positions in securities discussed in this publication. Under the publisher’s personal-trading policy, principals do not trade a covered security from two trading days before through two trading days after the publisher posts coverage of that security, and where a principal holds a position in a security discussed, the publication states so.
Neither the publisher nor its principals, employees, or affiliates received compensation from any issuer, underwriter,
or dealer in connection with this publication. If any such compensation ever exists, the publication will clearly
disclose its source, amount, type, and timing.
Risk.
Investing involves risk, including possible loss of principal. Markets change; nothing described here is a prediction
or guarantee of any outcome.