US stocks jump as oil eases, inflation comes in near expectations

U.S. stocks rebounded in New York on Friday as oil prices eased and inflation data came in close to expectations. The S&P 500 rose 1 percent, the Dow Jones Industrial Average gained 479 points and the Nasdaq composite added 1.2 percent. Brent crude fell 2.5 percent to $104.93, while consumer prices were reported 3.4 percent higher than a year earlier. Traders also increased expectations for a Federal Reserve rate hike next week.

The S&P 500 was up 1 percent and on track to break a four-day losing streak, its longest since June.

The Dow Jones Industrial Average rose 479 points, or 0.9 percent, and the Nasdaq composite gained 1.2 percent as of 10:30 a.m. Eastern time.

Brent crude fell 2.5 percent to $104.93 after briefly getting near $110 overnight.

U.S. consumer prices were 3.4 percent higher last month than a year earlier, close to economists’ expectations.

The yield on the two-year Treasury rose to 4.60 percent from 4.56 percent, while the 10-year Treasury yield fell to 4.93 percent from 4.95 percent.

Published Sep 12, 2026 12:22 am KST

People walk outside the New York Stock Exchange (NYSE) on Sept. 9 in New York City. Getty Images via AFP-Yonhap

NEW YORK — U.S. stocks are rebounding Friday and clawing back much of their losses for the week after oil prices eased off their recent spurt. An update on inflation across the United States that came in close to economists’ expectations, even if prices are still rising too quickly for everyone's liking, also helped calm the market.

The S&P 500 climbed 1 percent and was on track to break a four-day losing streak, its longest since June. The Dow Jones Industrial Average was up 479 points, or 0.9 percent, as of 10:30 a.m. Eastern time, and the Nasdaq composite was 1.2 percent higher.

They got help from a pullback in oil prices, which had jumped to their highest levels since May because of the ongoing war with Iran. The price for a barrel of Brent crude, the international standard, fell 2.5 percent to $104.93 after getting near $110 overnight.

That took a bit of pressure off inflation, which remains stubbornly high. A report on Friday showed that U.S. consumers had to pay prices for gasoline, food and other costs of living that were 3.4 percent higher last month than a year earlier.

While still high, that was close to what economists expected and what Wall Street was prepared for. The data also strengthened expectations among traders that the Federal Reserve will feel compelled to hike its main interest rate at its meeting next week.

Such moves are the typical way the Fed tries to rein in high inflation, and they work by filtering through the bond market, making it more expensive for everyone to borrow money, slowing the economy and hopefully removing fuel for further inflation.

The rising expectations for an upcoming hike to rates sent the yield of the two-year Treasury, which moves with guesses for upcoming Fed action, to 4.60 percent from 4.56 percent late Thursday.

Longer-term yields, though, actually eased. That could be an indication that investors in the bond market see upcoming hikes to rates by the Fed helping to keep control of inflation over the longer term. The yield on the 10-year Treasury fell to 4.93 percent from 4.95 percent late Thursday.

Economists say hikes could quiet questions about the Fed's commitment to keeping inflation under control. Worries had risen earlier in the summer about its credibility and whether it would do what’s needed to bring inflation down, even if it causes pain for the economy in the short term.

Federal Reserve Chairman Kevin Warsh has been adamant about not giving hints about where the Fed may take interest rates, though he did calm some concerns among investors at a speech late last month. President Donald Trump, meanwhile, has been pushing for interest rates to go lower rather than higher.

“Symbolism can trump substance, even when it comes to monetary policy,” according to Brian Jacobsen, chief economic strategist at Annex Wealth Management.

It's all coming at a moment when confidence among Americans continues to sour. A preliminary report from the University of Michigan on Friday said U.S. consumer sentiment is falling, with declines for both Democrats and Republicans.

Their expectations for inflation coming in the year ahead jumped to 4.6 percent from 4 percent last month. That's the highest reading since June, and it's concerning for the Fed and for economists because it can trigger a vicious cycle of behavior that only worsens inflation.

On Wall Street, Oracle added 0.7 percent after the tech giant reported stronger profit and revenue for the latest quarter than analysts expected. That could be an encouraging signal for other stocks closely tied to the artificial-intelligence industry, which have become shaky on worries that the AI frenzy may have sent prices too high.

Kroger rose 4.2 percent after the grocer reported a stronger profit for the latest quarter than analysts expected. It also held firm on its forecast for profit over the fiscal year, even though it trimmed its forecast for an important underlying measure of revenue growth.

ACV Auctions, whose digital marketplace connects wholesale buyers and sellers of vehicles, soared 44.3 percent after Copart said it would pay $10.50 in cash for each of the company's shares. Copart, whose online vehicle auctions sold more than 4 million units in the last year, slipped 0.5 percent.

In stock markets abroad, indexes rose in Europe as oil prices eased. London's FTSE 100 added 0.5 percent after a report said the U.K. economy was stronger in July than economists expected.

Stock markets were weaker in Asia, where Japan’s Nikkei 225 lost 1.9 percent and South Korea’s Kospi fell 1.8 percent.

周五，受油价回落和通胀数据接近预期提振，美国股市在纽约反弹。标普500指数上涨1%，道琼斯工业平均指数上涨479点，纳斯达克综合指数上涨1.2%。布伦特原油价格下跌2.5%至每桶104.93美元，而消费者价格指数（CPI）同比上涨3.4%。交易员们也提高了对美联储下周加息的预期。

标普500指数上涨1%，有望结束连续四天的下跌趋势，这是自6月以来最长的连跌纪录。

截至美国东部时间上午 10:30，道琼斯工业平均指数上涨 479 点，涨幅 0.9%；纳斯达克综合指数上涨 1.2%。

布伦特原油价格下跌2.5%，至每桶104.93美元，此前一度短暂接近每桶110美元。

美国上月消费者价格指数比去年同期上涨3.4%，接近经济学家的预期。

两年期国债收益率从 4.56% 升至 4.60%，而十年期国债收益率从 4.95% 降至 4.93%。

发布于2026年9月12日凌晨12:22（韩国标准时间）

9月9日，人们在纽约市纽约证券交易所（NYSE）外行走。图片来源：Getty Images via AFP-Yonhap

纽约——周五，美国股市反弹，收复了本周的大部分失地，此前油价回落，结束了近期的上涨势头。美国通胀数据基本符合经济学家的预期，尽管物价上涨速度仍然过快，令不少人感到不满，这也帮助市场趋于平静。

标普500指数上涨1%，有望结束连续四天的下跌颓势，这是自6月以来最长的连跌纪录。截至美国东部时间上午10:30，道琼斯工业平均指数上涨479点，涨幅0.9%；纳斯达克综合指数上涨1.2%。

由于持续不断的伊朗战争，油价一度飙升至5月以来的最高水平，而油价的回落为他们提供了帮助。国际基准布伦特原油价格下跌2.5%，至每桶104.93美元，此前隔夜一度接近每桶110美元。

这在一定程度上缓解了通胀压力，但通胀依然居高不下。周五公布的一份报告显示，美国消费者上个月不得不支付的汽油、食品和其他生活成本比去年同期上涨了3.4%。

尽管利率仍然很高，但已接近经济学家的预期和华尔街的准备水平。该数据也增强了交​​易员的预期，即美联储将在下周的会议上被迫提高其主要利率。

美联储通常会采取此类措施来抑制高通胀，其原理是通过债券市场，提高所有人的借贷成本，从而减缓经济增长，并有望消除进一步通胀的燃料。

由于市场对美联储即将加息的预期不断升温，两年期美国国债收益率（其走势与对美联储即将采取的行动的猜测密切相关）从周四晚些时候的 4.56% 升至 4.60%。

不过，长期收益率实际上有所下降。这可能表明债券市场投资者认为美联储即将加息将有助于长期控制通胀。10年期美国国债收益率从周四晚些时候的4.95%降至4.93%。

经济学家表示，加息或许能平息人们对美联储控制通胀决心的质疑。今年夏天早些时候，人们曾担忧美联储的信誉，以及它是否会采取必要措施降低通胀，即便这会在短期内给经济带来阵痛。

美联储主席凯文·沃什一直坚决拒绝透露美联储未来的利率走向，尽管他在上月底的一次演讲中确实安抚了一些投资者的担忧。与此同时，唐纳德·特朗普总统则一直力主降低利率，而不是提高利率。

Annex Wealth Management 的首席经济策略师 Brian Jacobsen 表示：“即使在货币政策方面，象征意义也可能凌驾于实质之上。”

这一切都发生在民众信心持续下降之际。密歇根大学周五发布的一份初步报告显示，美国消费者信心正在下降，民主党和共和党的消费者信心均出现下滑。

他们对未来一年通胀的预期从上月的4%跃升至4.6%。这是自6月以来的最高水平，令美联储和经济学家担忧，因为它可能引发恶性循环，加剧通胀。

在华尔街，科技巨头甲骨文公司股价上涨0.7%，此前该公司公布的最新季度利润和营收均超出分析师预期。这可能对其他与人工智能行业密切相关的股票发出利好消息，这些股票此前因担心人工智能热潮可能已将价格推高而出现波动。

克罗格股价上涨4.2%，此前该公司公布的最新季度利润超出分析师预期。尽管克罗格下调了衡量营收增长的重要指标的预期，但仍维持了本财年的利润预期。

ACV Auctions是一家连接车辆批发买家和卖家的数字化交易平台，在Copart宣布将以每股10.50美元现金收购该公司股票后，ACV Auctions股价飙升44.3%。Copart是一家在线车辆拍卖平台，去年售出超过400万辆汽车，其股价下跌0.5%。

海外股市方面，受油价下跌影响，欧洲股市指数上涨。伦敦富时100指数上涨0.5%，此前有报告称，英国7月份经济表现强于经济学家预期。

亚洲股市表现疲软，日本日经225指数下跌1.9%，韩国Kospi指数下跌1.8%。