The Open Bell — Ep. 054 — 4 Sept 2026
Today on The Open Bell:
Iran hit Kuwait with missiles and drones overnight, oil surged, and then gave back roughly half the gain in the same session once it became clear the White House is quietly moving toward talks, which tells you everything about who's actually steering this market right now.
A Fed governor who could well be the deciding vote at this month's rate meeting just signalled he wants to hold steady, but the jobs report dropping today could flip that calculus before the weekend's even started.
Japan's 30-year government bonds just hit yields the country hasn't seen since 1999, which sounds like a footnote until you realise this is a country that spent a quarter century desperately trying to get inflation going, and now it can't stop it.
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Hosted by Alex Monroe. New episodes every weekday morning at theopenbell.co
Not investment advice. For informational purposes only.
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Chapters: 00:00 Introduction 00:15 Iran strikes Kuwait; oil surges as Hormuz tension flares ane 02:58 Fed's Waller signals rate hold, paring hike bets before payr 05:33 Japan 30-year bond yield sets 1999 record at 4.08% in auctio 07:11 Closing thoughts