The Open Bell — Ep. 069 — 25 Sept 2026
Today on The Open Bell:
Oil hit $108 a barrel this week before pulling back, and the real story isn't the number itself but what's underneath it: diesel is now $6.51 a gallon in the US, up 73% since the Iran war began, and every truck and ship moving goods across the country is handing that bill straight to you at the register.
The 30-year US Treasury yield just reached 5.50%, a level nobody's seen since 2004, and the bond market is now doing the Fed's job for it, meaning mortgage rates are sitting at 7.37% and the monthly cost of buying a home is quietly crushing people who have nothing to do with Treasury auctions.
Trump and Xi met at the White House, the most powerful tech executives on the planet sat at dinner with the Chinese president, and the official outcome of all of it was a 47-day extension of a trade truce that was already expiring.
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New episodes every weekday morning at theopenbell.co
Not investment advice. For informational purposes only.
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Chapters: 00:00 Introduction 00:11 Oil Spikes to $108/Barrel as Iran War Tensions Override Dema 03:09 US 30-Year Bond Yield Hits 22-Year High at 5.50% on PMI Surg 05:23 Trump-Xi Summit Extends US-China Trade Truce to January 10, 06:55 Closing thoughts