investingLive Americas FX news wrap 31 Aug: The USD moves lower. USD corrects after Warsh’s hawkish speech at Jackson Hole

2026年9月1日最近のFX関連情報ニュース

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• Treas Sec Bessent: Oil price are going to come down. US 10 year yield is where it was when Pres. Trump took office.
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One trading day after Fed Chair Kevin Warsh delivered a more hawkish message at Jackson Hole—sending Treasury yields and the US dollar higher while lifting the probability of a September rate hike back toward 65%—the greenback corrected lower against all the major currencies.

The USD fell the most against the CAD (-0.31%) and EUR (-0.27%). The declines against the JPY (-0.19%) and CHF (-0.11%) were more modest, while the greenback was little changed against the GBP, AUD and NZD.

Treasury Secretary Scott Bessent may have given dollar sellers an additional reason to push the greenback lower when he noted that the Federal Reserve traditionally does not raise rates in response to a supply shock. The market-implied probability of a September hike was little changed, but his comment could provide Chair Warsh with some justification to delay tightening. However, monetary policy is decided by the full FOMC, and several Fed officials continue to lean toward a rate increase.

Bessent also played down concerns about rising Treasury yields, calling the US bond market the most resilient in the world. He noted that the 10-year yield is near where it was when President Trump took office. He added that if investors were genuinely concerned about US debt, they would be selling Treasuries and buying the bonds of other countries—and that is not what the market is showing.

Despite those comments, US Treasury yields finished higher, led by the longer end of the curve:

• 2-year yield: 4.3478%, down 0.2 basis points
• 5-year yield: 4.5037%, up 2.2 basis points
• 10-year yield: 4.756%, up 3.4 basis points
• 30-year yield: 5.2486%, up 4.1 basis points

In the foreign exchange market:

• EURUSD rose 0.27% to 1.1615
• USDJPY fell 0.19% to 159.74
• GBPUSD rose 0.07% to 1.3544
• USDCHF fell 0.11% to 0.8083
• USDCAD fell 0.31% to 1.3858
• AUDUSD rose 0.07% to 0.7164
• NZDUSD rose 0.07% to 0.5914

The broader US stock indices closed mostly lower, although the final declines could have been worse. The Dow was the weakest performer, led by declines in Amazon (-2.50%), Honeywell (-1.79%) and Sherwin-Williams (-1.73%). The Nasdaq 100 bucked the trend and eked out a small gain.

• Dow Industrial Average fell 374.02 points, or 0.70%, to 53,191.33
• S&P 500 fell 25.60 points, or 0.33%, to 7,686.15
• Nasdaq Composite fell 31.53 points, or 0.12%, to 26,370.89
• Russell 2000 fell 15.92 points, or 0.54%, to 2,956.45
• Nasdaq 100 rose 23.55 points, or 0.08%, to 29,456.97

At the session lows, the Nasdaq Composite was down 152.60 points, while the S&P was lower by 46.69 points. The Nasdaq 100 was down 128.93 points before rebounding to close higher by 23.55 points.

Some notable winners included:

• Roblox rose 7.16% to $41.29
• CrowdStrike rose 5.77% to $231.00
• Tesla rose 5.51% to $367.95
• SanDisk rose 5.50% to $1,566.70
• Strategy rose 4.42% to $132.94

Some notable losers included:

• Celsius fell 4.64% to $31.45
• Lyft fell 4.52% to $16.90
• Wynn Resorts fell 4.18% to $91.28
• Alibaba fell 4.10% to $114.02
• Uber fell 4.02% to $75.65
• Shopify fell 3.62% to $147.37

In other markets, crude oil was the standout as Middle East tensions pushed prices sharply higher. Bessent said oil prices will eventually come down and argued that Operation Outcast will pressure Iran into making a deal. Gold edged lower, while silver and Bitcoin moved higher.

• WTI crude oil rose $2.78, or 3.33%, to $86.18
• Gold fell $6.11, or 0.14%, to $4,447.57
• Silver rose $0.15, or 0.23%, to $66.49
• Bitcoin rose $1,201, or 1.55%, to $78,903

Overall, it was a day marked by a weaker US dollar, higher long-term yields, sharply higher oil prices and modest pressure on US equities. However, the rebound from the stock market’s intraday lows took some of the sting out of the declines.

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

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