Fed Hike Odds Surge Amid Geopolitical Turmoil

Traders now price an 86% chance of a Fed rate hike after hot producer-price and payrolls data, while Putin's war rhetoric and a BRICS Gulf declaration add to the market's geopolitical strain.

Daily market report for Sep 12, 2026, with the industry groups and stocks behind each story.

• Regional Bank
• Homebuilders
• Aerospace & Defense
• Defense Industry
• Emerging Markets
• Crude Oil
• Bitcoin
• Cryptocurrency Adjacent
• AI Software
• AI Infrastructure
• Gold
• Gold Mining
• Midstream Energy
• Cloud Services
• Application Software
• SaaS
• S&P 500
• Basic Materials
• Mortgage Lending
• Data Centers
• Semiconductors
• Commercial Vehicles
• Heavy-Duty Trucks
• Digital Banking
• Venture Capital
• Oil Tankers
• Shipping
• Refining
• Foreign Banks
• Streaming Video On Demand
• Media & Entertainment
• TLT – 20+ Year Treasury Bond (iShares)
• XLF – Financial Sector (SPDR)
• KRE – Regional Banking (S&P, SPDR)
• LMT – Lockheed Martin Corporation
• NOC – Northrop Grumman Corporation
• CVX – Chevron Corp
• FRO – Frontline Ltd
• COIN – Coinbase Global Inc
• MSTR – MicroStrategy Incorporated
• MSFT – Microsoft Corporation
• AMD – Advanced Micro Devices Inc
• GLD – Gold (SPDR)
• NEM – Newmont Goldcorp Corp
• VLO – Valero Energy Corporation
• PSX – Phillips 66
• JPM – JPMorgan Chase & Co
• ORCL – Oracle Corporation
• NVDA – NVIDIA Corporation
• ADBE – Adobe Systems Incorporated
• CRM – Salesforce.com Inc
• CSCO – Cisco Systems Inc
• IBM – International Business Machines
• BA – The Boeing Company
• DOW – Dow Inc
• CAT – Caterpillar Inc
• XLI – Industrial Sector (SPDR)
• PHM – PulteGroup Inc
• NVR – NVR Inc
• GOOGL – Alphabet Inc Class A
• BX – Blackstone Group Inc
• SMCI – Super Micro Computer Inc
• PCAR – PACCAR Inc
• WAFD – WaFd, Inc.
• EVER – EverQuote Inc Class A
• SNOW – Snowflake Inc.
• DHT – DHT Holdings Inc
• STNG – Scorpio Tankers Inc
• USO – United States Oil Fund
• XOM – Exxon Mobil Corp
• OXY – Occidental Petroleum Corporation
• BP – BP PLC ADR
• DB – Deutsche Bank AG
• ING – ING Group NV ADR
• SAN – Banco Santander SA ADR
• DHI – DR Horton Inc
• LEN – Lennar Corporation
• FOXA – Fox Corp Class A
• ROKU – Roku Inc
• NFLX – Netflix Inc