Global stock markets rebounded on 25 September 2026 as oil prices fell, reducing energy-driven inflation pressure and easing a bond selloff that had generated volatility across financial markets in the preceding days. The stabilisation in fixed-income markets supported a broader equity recovery, according to Bloomberg Markets. The episode followed a sharp deterioration on 24 September, when rising 10-year Treasury yields and surging crude oil prices had pushed US stock index futures lower.
The S&P 500, which had posted its best single-session gain since early August on 21 September driven by AI-related stocks and declining yields, came under renewed pressure on 24 September before stabilising on 25 September as both oil and Treasury yields retreated. US equity futures advanced during New York trading on 25 September as oil and Treasury yields pulled back from recent highs, with the moves occurring ahead of key inflation expectations data.
WTI crude oil is directly connected to this sequence as the primary energy benchmark whose price decline reduced inflation concerns and eased pressure on fixed-income markets. The iShares 20+ Year Treasury Bond ETF (TLT) reflects the bond market conditions at the centre of the selloff and subsequent stabilisation. The S&P 500 Index (SPX) recorded the equity market rebound reported across the period.
No official regulatory statement or central bank commentary was directly reported in connection with the 25 September stabilisation. The broader context included ongoing investor focus on Federal Reserve monetary policy direction and the relationship between energy prices and inflation expectations.
Sources: Bloomberg Markets, Cnbc TOP, Marketwatch TOP