Stocks Resilient Amid Rising Yields, $100 Oil: Two Key Factors

Market indices remained relatively flat in early September 2026 despite a sharp rise in Treasury yields and Brent crude prices nearing $100 per barrel. The 10-year U.S. Treasury yield increased by about 80 basis points this month, while Brent crude traded above $100—a level not seen since 2022. In contrast, the S&P 500 and Russell 2000 indices declined around 4% over the same period, while the broader S&P 500 remained nearly flat through September, reflecting a divergence between sectoral performance and market-wide trends.