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Global markets on September 28 enter a data and earnings window. On September 25 ET the S&P 500 rose 0.51% to 7,743.41, the Nasdaq 0.48% and the Dow 0.93%. Information technology and semiconductors outperformed; energy lagged as oil eased. The 10-year yield is about 5.15% and the 30-year about 5.5%, with October hike odds around 64%–66%. Bitcoin last traded near $84,500. Investors wait on September 30 ET PCE and Micron guidance.
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WEEX Weekly Market Hotspot Preview focuses on manufacturing data, JOLTS job openings, PCE inflation data, final Q2 GDP, ISM Manufacturing PMI, nonfarm payrolls, OpenAI DevDay 2026, The AI Conference 2026, Micron earnings, Bitcoin Treasuries Conference, and KBW2026. The week’s core narrative centers on rate-path repricing, AI application and hardware validation, and crypto-sector sentiment recovery.
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