MARKETS OVERVIEW · economic-research.bnpparibas.comEcoWeek 26.35 / 28 September 2026

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市场概览 · economic-research.bnpparibas.comEcoWeek 26.35 / 2026年9月28日

BNP Paribas09/29/2026updated 10/17/2026

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Citable research brief

Core conclusion · Tlines extraction

BNP Paribas data as of 25 September 2026 show Brent at $104.26, gold at $4,280/oz, and US 10-year Treasury yield at 5.16%. EUR/USD at 1.14, USD/JPY at 157.17. Yields rose across most maturities, with 1-week changes positive for 2Y and 5Y but negative for 10Y. Commodities and semiconductors led year-to-date sector gains, while real estate and automobiles lagged.

Institution: BNP Paribas
Published: 09/29/2026
Research topic: Not explicitly stated
Time horizon: Not explicitly stated

Key arguments

Brent crude at $104.26, up 17.7% over one month and 71.3% year-to-date.
Gold at $4,280/oz, up 14.6% year-on-year but down 7.6% over one month.
US 10-year Treasury yield at 5.16%, with 2-year at 4.84% and 5-year at 4.98%.
EUR/USD at 1.14, down 2.9% year-to-date; USD/JPY at 157.17, up 0.3% year-to-date.

Key numbers

Brent Crude: $104.26/bbl
Gold: $4,280/oz
US 10Y Treasury Yield: 5.16%
EUR/USD: 1.14
USD/JPY: 157.17

Main risks

Oil price volatility could persist given the 71.3% year-to-date rise.
Rising long-term yields may pressure equity valuations.
Currency fluctuations, notably EUR/USD weakness, could affect trade and inflation.

Corresponding source evidence

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