investingLive Americas FX news wrap 1 Sept: It’s a wrap but not for the Iran War. Fighting resumes.

2026年9月2日最近のFX関連情報ニュース

The USD moved higher, Treasury yields climbed and US stocks fell as September trading got underway. Crude oil surged above $90 as renewed US-Iran fighting raised fears of further disruptions to Middle East oil supplies. US strikes followed attempted attacks on American forces and commercial vessels in the Strait of Hormuz, putting the critical shipping route back at the center of market concerns. The jump in energy prices added to inflation worries just as the latest manufacturing data pointed to slower growth with little relief on costs—an uncomfortable combination for the Fed and investors.

The greenback advanced against all the major currencies, with its largest gains against the NZD and CHF. The EUR held up best but still lost ground as higher US yields supported the dollar.

The USD’s gains against the major currencies were:

EUR: +0.22%
JPY: +0.29%
GBP: +0.26%
CHF: +0.42%
CAD: +0.30%
AUD: +0.32%
NZD: +0.44%

In the US debt market, yields moved higher across the curve, led by the shorter and intermediate maturities. The 10-year yield moved to 4.80%, extending above the 4.75% level and bringing the psychologically important 5% level closer into view.

The Treasury yield snapshot showed:

2-year yield: 4.4019%, up 5.19 basis points.
5-year yield: 4.5587%, up 5.17 basis points.
10-year yield: 4.8001%, up 4.21 basis points.
30-year yield: 5.2719%, up 2.29 basis points.

US stocks struggled against that backdrop. The Nasdaq and Russell 2000 led the declines, while the Dow and S&P 500 also moved lower. Higher yields added pressure to a market already facing elevated energy costs and persistent price pressures.

The major US indices finished lower:

Dow industrial average: Down 419.06 points, or 0.79%, at 52,772.27.
S&P 500: Down 54.67 points, or 0.71%, at 7,631.48.
Nasdaq Composite: Down 271.11 points, or 1.03%, at 26,099.77.
Russell 2000: Down 36.32 points, or 1.23%, at 2,920.13.

Technology and software names featured prominently among the notable losers. CrowdStrike, Fortinet and Palo Alto Networks all fell sharply, while Dell lost 6.80%. Crypto-related shares also struggled alongside the decline in Bitcoin.

Some notable decliners included:

SharkNinja (SN): -9.13% at $174.92.
Cadence Design Systems (CDNS): -7.60% at $313.04.
Whirlpool (WHR): -7.10% at $37.94.
CrowdStrike (CRWD): -6.90% at $215.07.
Dell Technologies (DELL): -6.80% at $425.00.
Strategy (MSTR): -6.03% at $124.93.
Coinbase (COIN): -6.00% at $176.84.
Ciena (CIEN): -5.87% at $360.33.
Synopsys (SNPS): -5.63% at $414.82.
Datadog (DDOG): -5.57% at $223.84.

European stocks also ended lower:

Germany’s DAX: -1.06%.
France’s CAC 40: -0.39%.
UK’s FTSE 100: -0.32%.
Spain’s Ibex: -0.75%.
Italy’s FTSE MIB: -1.33%.

On the economic calendar, the ISM manufacturing report showed continued expansion, but the details were softer. The headline index fell to 54.6 from 55.6, below the 55.2 estimate. New orders dropped 3.0 points to 53.7, employment fell to 51.2 from 52.8, and order backlogs declined to 51.8 from 55.0.

Among the 10 components, six fell, three rose and one was unchanged. The problem was that slower growth did not bring lower price pressures. The prices index remained elevated at 71.1, while the supplier deliveries index increased to 59.3, indicating slower deliveries. Manufacturing is still expanding, but the momentum is easing while costs remain a concern.

The final S&P Global manufacturing PMI offered a somewhat better headline. The index was revised to 53.9 from the preliminary estimate of 53.2, leaving it unchanged from July. However, production growth slowed to its weakest pace since February, and export orders declined for the 14th consecutive month.

Manufacturers continued to build inventories to protect against higher prices and supply disruptions. That supported activity, but it also raised questions about how much of the growth reflected stock building rather than stronger underlying demand. On the positive side, business confidence reached a three-month high and hiring increased at its fastest pace of 2026.

The July JOLTS report, meanwhile, pointed to a broadly steady labor market. Job openings increased to 7.271 million from 7.182 million, slightly below the 7.300 million estimate. Hires and separations were both little changed at approximately 5.1 million, while quits held near 3.1 million and layoffs near 1.7 million.

There was no sign of an acceleration in layoffs, but there was also little evidence of stronger hiring momentum. Professional and business services hiring fell by 188,000, standing out as a softer detail. The report leaves Friday’s employment data as the next major test of labor-market conditions.

In commodities, crude oil was the standout mover, climbing more than 5.5% to above $90 in the latest snapshot. Gold and silver fell sharply, with the stronger dollar and higher yields providing a difficult backdrop for precious metals. Bitcoin also moved lower.

The latest snapshot showed:

WTI crude oil: $90.49, up $4.73, or 5.52%.
Gold: $4,328.58, down $119.32, or 2.68%.
Silver: $64.07, down $2.43, or 3.66%.
Bitcoin: $77,350, down $1,221, or 1.55%.

For the day, the message was that slower growth is not yet delivering relief on inflation. Manufacturing remained in expansion, the labor market held its ground and price pressures stayed elevated. Add oil above $90 and a 10-year yield near 4.80%, and buyers in the stock market had little reason to get aggressive. The dollar buyers and bond bears remained in control.

This article was written by Greg Michalowski at investinglive.com.

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2026年9月2日最近のFX関連情報ニュース

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