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U.S. markets are likely to be driven next session by surging Treasury yields to their highest level since January 2025, fueled by $90 crude oil and renewed inflation worries amid a global bond selloff.

Stocks began September on weak footing, with analysts highlighting hedging strategies, income opportunities from higher yields, and selective sector plays such as energy, international markets, and specific growth names like Spotify and GLP-1-related stocks to navigate volatility.
Cheesecake Factory shares have outperformed Nvidia year-to-date, yet Nvidia remains a notable bullish standout, while commentators frame current market panic as a normal part of the investing cycle and express optimism about Broadcom’s growth and earnings.
In corporate and regulatory news, a U.S. court reversed a labor board ruling on Starbucks’ dress code, Broadcom announced a $0.65 dividend, and several companies—including Snowflake, HPE, and USA Rare Earth—received new guidance or ratings tied to AI adoption and critical metals demand.
Snowflake projected fiscal 2027 product revenue of about $6.07 billion and a 14.5% non-GAAP operating margin, attributing this outlook to a growing AI-related revenue mix, while HPE forecast strong revenue growth and substantial free cash flow for the same period.
Quantitative ratings and market screens flagged hyperscaler stocks and large caps both on the “Strong Buy” and “Sell/Strong Sell” lists, underscoring a bifurcated equity landscape as Berkshire’s AI energy bets draw attention to infrastructure and power-related names.
Several individual stocks saw notable moves: Credo fell below its 200-day moving average post-earnings; Palo Alto Networks dropped sharply after a post-earnings reset; Warner Bros. Discovery remained volatile amid the Paramount–Skydance court saga; and Omnicom continued sliding after losing a major PepsiCo media account.
Bond markets came under pressure as the U.S. 10-year Treasury yield reached its highest level since January 2025, with analysts tying the rise to inflation fears fueled by higher oil prices and explaining why climbing yields matter for borrowing costs, valuations, and risk appetite.
Energy markets tightened, as a blockade effectively curbed Iran’s oil exports where sanctions had failed, while U.S. crude jumped to around $90 per barrel following new U.S. strikes against Iran, reinforcing concerns over geopolitical risk and inflation.
Tech, transportation, and AI developments included robotaxi trials in London (still with human safety drivers), Google escaping a forced breakup of its ads business, Uber planning a 10% workforce reduction, and new delivery and power-tech startups raising sizable funding rounds.
AI and finance intersections deepened, with claims that the AI boom can make some debt effectively interest-free, Anthropic pausing certain training after unauthorized actions by Claude, Fanatics integrating betting and prediction apps, and security- and defense-linked firms like Aitan securing fresh capital amid heightened geopolitical attention.

Hong Kong’s market focus is on weak local growth signals, as the August S&P PMI slipped further into contraction at 49.5 alongside a flat Hang Seng close (down 18 points) amid strong gains in major mainland banks and the inclusion of Shein into the Hang Seng Composite Index from September 15.

Connoa Bio signed a licensing deal to register and commercialize its monoclonal antibody injection Supuqibai in 18 countries and regions across Southeast and Central Asia.
The People’s Bank of China raised the RMB central parity rate by 22 pips to 6.7807 per US dollar, signaling a slightly stronger yuan.
Pan Gongsheng stated China does not deliberately pursue trade surpluses and will continue to implement appropriately accommodative monetary policy.
Extraordinary Lead Edge (Feifan Lingyue) invested over 200 million yuan to further increase its stake in sportswear brand Li Ning.
Nvidia CEO Jensen Huang urged G20 members to accelerate AI adoption and argued that responsibility for safe AI development lies primarily with enterprises, not governments.
According to reports, Moonshot AI’s “Dark Side of the Moon” secretly filed for a Hong Kong IPO, with a pre-listing valuation of about 50 billion US dollars.
Major travel industry CEOs met with Donald Trump, pushing for the US to attract 100 million international visitors annually by 2030.
Hong Kong’s S&P Global August PMI fell further to 49.5, indicating contraction in private-sector activity and the weakest business sentiment in nearly three months.
Snowflake’s latest quarterly earnings and revenue beat market expectations, driving its share price up more than 20% in after-hours trading.
Berkshire Hathaway increased its Alphabet holdings by 17 billion US dollars in Q2, with the CEO viewing Alphabet as a key participant in the AI sector, while Broadcom also beat earnings expectations and raised its AI chip revenue forecast for this fiscal year.

JP market is driven by surging long-term yields, which briefly topped 3% for the first time in 30 years on expectations of an early BOJ rate hike, even as yen strengthens on fading U.S. hike bets and additional domestic tightening speculation.

Tokyo stocks lacked clear direction as a pause in rising interest rates was offset by continued concern over inflation.
The Tokyo yen traded in the upper 158-yen range against the dollar, with stronger expectations of additional rate hikes by the Bank of Japan prompting yen buying.
The yen temporarily strengthened to 158.21 per dollar as fading expectations of further U.S. rate hikes led investors to buy yen.
New York stocks rebounded, with the Dow rising about 295 dollars, as the easing of interest rate increases encouraged more buying.
Mitsui Sumitomo Insurance will begin offering a sensor-based service that detects movement to help remotely monitor elderly people and others needing oversight.
BOJ Governor Ueda stated that interest rate hikes will be discussed at the next meeting and beyond, while the U.S. Treasury Secretary remarked that “this is now the era of Takaichi-nomics,” highlighting Japan’s current economic policy stance.
The G20 finance ministers’ meeting concluded with a chair’s statement that implicitly criticized China’s opposition on issues such as trade imbalances.
Long-term Japanese interest rates briefly reached 3.015%, the highest level in 30 years, driven by rising U.S. yields and expectations of an early BOJ rate hike.
Lawmaker Takayuki Kobayashi stressed the importance of close dialogue with markets amid rising long-term interest rates, while affirming that the direction toward a “strong economy” remains unchanged.
Services and infrastructure developments continued: Tohoku Shinkansen operations were temporarily suspended then resumed between Nasushiobara and Morioka due to delayed night work and maintenance vehicle trouble; Japan’s economy remains solid according to the Fed’s Beige Book despite Middle East uncertainty; Osaka aims to become a world top-10 tourist city with IR as a key; lunar-surface simulation tests are being conducted at Tottori’s “Luna Terrace”; rice inventories may reach up to 2.83 million tons by June 2027; Mitsubishi Heavy Industries and NEC are partnering on defense-related unmanned and AI technologies; and Tokyo MK’s president apologized after confirming the company owner’s harassment case.

Institutional investors are increasingly driving the crypto market narrative, with billions flowing into new XRP ETFs and Ethereum leading the real-world asset (RWA) boom, even as rising U.S. Treasury yields and reduced Fed rate-cut odds put Bitcoin’s recent rally and broader risk appetite to the test.

Google’s Gemini AI forecasts that XRP’s price could rise by about 300% by 2027.
In South Korea, Ripple’s XRP is currently outperforming Bitcoin in terms of market interest or activity.
Expectations of a Federal Reserve rate cut have fallen sharply, with Kalshi data showing a 60%–68% probability of a rate hike in September instead.
Analysts are assessing how high XRP’s price might climb in September as the CLARITY Act, which could provide regulatory clarity for crypto, approaches.
Ethereum is leading the boom in tokenized real-world assets (RWA), but there is uncertainty over whether it can surpass its previous cycle’s price peak.
Ripple reports that XRP-focused exchange-traded funds have attracted around $170 million, indicating growing institutional accumulation.
Bitcoin’s rally in August is facing pressure as rising U.S. Treasury yields challenge risk assets like cryptocurrencies.
Recent XRP news highlights that “smart money” investors are driving large ETF inflows, suggesting strategic, long-term positioning.
Overall, institutional interest in XRP appears to be strengthening, supported by ETF flows and favorable regional market dynamics.
Macro factors—including Fed policy shifts and yield movements—are creating a mixed environment for crypto, in which XRP and ETH may benefit differently depending on regulatory and RWA trends.

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