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World NewsNewsBusinessSeptember 26, 2026

Global Markets Brace for US Jobs and Inflation Tests After AI-Led Rally

Global Markets Brace for US Jobs and Inflation Tests After AI-Led Rally
Investors are entering the final days of the third quarter focused on upcoming U.S. employment and inflation reports and euro-zone inflation data. The numbers could reshape expectations for interest rates after artificial-intelligence optimism helped propel technology stocks and the Nasdaq to record territory.

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Interest-rate expectations influence global equities, bonds, currencies and borrowing costs. Strong inflation or employment readings could reinforce expectations that central banks will keep monetary policy tighter for longer.
Markets will closely track U.S. payrolls and inflation alongside euro-zone price data as investors reassess the path of the Federal Reserve and European Central Bank.

Sep 22: Nasdaq reaches a record close amid AI enthusiasm

Sep 25: Investors position for the quarter’s final stretch

Next week: Major U.S. labour and inflation releases become the key market catalysts.

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1. reuters.comView Original