Daily Market Report – September 23, 2026

Markets

Concerns about interest rates pushed the S&P 500 (SPX) down by 0.68 percent to 7,712 points. The Nasdaq 100 (NDX) lost 0.85 percent to 30,470 points. In Frankfurt, the DAX (DAX) closed 0.66 percent lower at 25,411 points, while the Nikkei 225 (NI225) rose by 1.38 percent to 65,019 points. The yield on ten-year U.S. Treasury bonds (US10Y) increased by around 16 basis points to 5.13 percent. Given the tensions with Iran and the debate over a U.S. diesel export ban, Brent crude oil (UKOIL) rose by 3.26 percent to $98.52.

Company

The stock of McDonald's (MCD) fell by 5.15 percent to 237.46 dollars. The company aims to tap into new revenue sources with a larger chicken offering, artificial intelligence, and its own advertising business. Walt Disney (DIS) was in the spotlight following reports of a price increase of 13 percent for Disney+. Royal Caribbean (RCL) came into focus due to a partnership with Sandals.

Microsoft (MSFT) announced additional investments of around 2 billion dollars in the Middle East. By 2030, the company plans to spend 10 billion dollars in four Gulf states. Meta Platforms (META) prepared to introduce new AI products after the application Muse achieved high download numbers in the United States. SoftBank (9984) financed its AI expansion with a large-volume high-yield bond. Palantir (PLTR) gained according to market reports thanks to renewed demand for AI stocks and reached the highest level of the year.

UBS (UBSG) came under regulatory pressure after the small chamber of the Swiss Parliament supported stricter capital requirements. Commerzbank (CBK) came into focus due to the plans of the federal government to examine low-valued takeover offers for German companies. Boeing (BA) avoided the weakness in the American stock market according to market reports.

Volkswagen (VOW3) must make a statement by a set date regarding the future of its plants. BMW (BMW) remained in focus due to the dependency of future vehicle architectures on powerful semiconductors. Toyota (7203) is relying on around 400,000 robots for the further automation of its factories.

Macroeconomics

According to the Fed, the monetary policy course continues to be guided by economic and inflation data. Strong activity indicators and higher energy prices triggered new interest rate expectations. The OECD warned that rising financing costs increased the interest burden on states and narrowed their fiscal policy leeway. According to the ECB, the current key interest rate level could slightly slow down the economy in the future. The White House is reportedly considering a temporary ban on American diesel exports for 90 days, which would alter international supply flows.

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*Created on 09/23/2026 / 15:00 (ET)*