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The Trading Day · Thursday, September 24, 2026

Rates — the 10-year closes at 5.11% and the 5-year hits 5%; Tokyo reopens higher, chip-equipment makers lead

The ten-year Treasury yield closed on Wednesday at 5.114%, up nearly fifteen basis points in one session. The five-year touched 5% for the first time since 2007. A survey showing the fastest US growth in more than five years, a Fed governor saying more rate increases are likely, and oil rising again did it.

The Morning 10

Rates — the 10-year closes at 5.11% and the 5-year hits 5%; Tokyo reopens higher, chip-equipment makers lead

  1. 1 The ten-year closed at 5.114%, up nearly 15 basis points; the five-year touched 5% for the first time since 2007 and closed at 4.997%; the thirty-year 5.40%; the long-bond fund TLT -1.58%
  2. 2 The rate day held to the close: Nasdaq Composite 26,936.04 (-1.13%), S&P 500 7,706.03 (-0.75%), Dow 51,511.59 (-0.68%), Russell 2000 (-1.77%) the weakest
  3. 3 Chips sold as duration, software held: SOXX -1.23%, memory basket -2.70%, SanDisk $1,816.57 (-3.73%), Micron -2.22%, Broadcom -2.62%; against IGV +1.26%, ServiceNow +2.76%, Salesforce +1.84%, and the cyber fund CIBR a record close at $104.01
  4. 4 Meta's Connect named Muse's shopping partners - Walmart, Best Buy, Gap, Sephora, Wayfair, after Instacart on Monday - and Amazon has blocked the agent; new glasses, a headset and a Muse Charm pendant; Meta closed $744.10 (+1.02%) before the keynote
  5. 5 Tokyo reopened higher after three days of holidays: Nikkei 225 65,737.89 (+1.11%) at 06:10 UTC against its 18 September close; Advantest +3.65%, Tokyo Electron +2.03%, SoftBank +1.55%; Toyota -1.52%, MUFG -0.94%
  6. 6 The yen is still weak after the Bank of Japan's increase: 158.18 per dollar this morning, after closing Wednesday at 158.33; the dollar fund UUP +0.60% on Wednesday
  7. 7 The US-China trade truce was extended by two months, to 10 January, as Xi Jinping arrived in Washington; the leaders meet at the White House today; Hong Kong -0.50%, Shanghai -0.99%
  8. 8 Taipei -0.28% with TSMC -1.0% to NT$2,475; Seoul closed for Chuseok today and Friday - the Korea fund EWY fell 3.62% in New York on Wednesday; Sydney -0.74%
  9. 9 Oil kept rising: the Brent fund BNO +4.23% and the WTI fund USO +3.30% on Wednesday; energy stocks XLE +1.00%; bitcoin $84,153 this morning, gold fund GLD -1.80% and silver fund SLV -4.23% on Wednesday
  10. 10 US stock futures lower - S&P -0.41% to 7,740.75, Nasdaq -0.56% at 06:10 UTC; today Trump-Xi at the White House, Costco and BlackBerry results; Seoul shut, Taipei shut Friday; chart pick scores Friday; Cintas print record Monday; Micron 30 September

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