{"id":7029,"date":"2026-09-22T07:00:00","date_gmt":"2026-09-22T07:00:00","guid":{"rendered":"https:\/\/lqhmarkets.com\/news-and-trade-ideas\/uncategorized\/global-markets-ai-rally-oil-rba-inflation-22-sep-26\/"},"modified":"2026-10-24T00:06:43","modified_gmt":"2026-10-24T00:06:43","slug":"global-markets-ai-rally-oil-rba-inflation-22-sep-26","status":"publish","type":"post","link":"https:\/\/lqhmarkets.com\/news-and-trade-ideas\/global-markets-ai-rally-oil-rba-inflation-22-sep-26\/","title":{"rendered":"Global Optimism Surges on AI Rally, Easing Oil; RBA Warns on Inflation"},"content":{"rendered":"
Written by Julian Sonego<\/a> | Reviewed by LQH Markets Editorial Team<\/a><\/div>\n

Market Overview<\/h2>\n

Global markets are experiencing a resurgence of optimism, primarily driven by a robust AI-powered rally on Wall Street that saw major US indices gain significantly. This positive sentiment, coupled with declining oil prices amidst hopes for US-Iran diplomacy and easing US Treasury yields, has broadly lifted Australian and Asian equities. European markets are poised for a positive open, extending these gains. However, this bullish mood is tempered by cautionary signals from the Reserve Bank of Australia regarding persistent inflation, leading to expectations of further rate hikes. Geopolitical developments, particularly the upcoming US-China summit, remain in focus, while European bond yields edged higher on concerns over potential US-Iran tensions.<\/p>\n

Markets<\/h2>\n

Asian and Australian equities largely closed higher following an AI-driven rally on Wall Street in the previous session. Australia’s S&P\/ASX 200<\/strong> ended its session up 0.30% at 8,757.80, pulling away from a recent three-month low. South Korea’s KOSPI<\/strong> advanced 0.26% to close at 7,025.71, and Hong Kong’s Hang Seng<\/strong> gained 0.13%, trading at 25,074.09, with the Hang Seng TECH<\/strong> advancing 1.4%. Mainland China’s Shanghai Composite<\/strong> edged up 0.06% to 3,952.29, and the CSI 300<\/strong> was 0.51% higher. Japan’s markets were closed for a public holiday. Elsewhere in Asia, Singapore’s Straits Times Index rose 0.4%, while futures tied to India’s Nifty 50 edged down 0.2%.<\/p>\n

Oil prices continued their descent, with Brent Crude<\/strong> trading down 2.60% at 97.73 and WTI Crude<\/strong> down 2.20% at 93.67. US 10-year Treasury yields eased, standing at 4.963%, a drop of 3.50 basis points. Gold<\/strong> traded down 0.65% at 4,355.30, although some reports noted it had edged higher earlier in the session, suggesting mixed movements. European stock futures, including Euro Stoxx 50 and Stoxx 600 futures, were both up about 0.1% in pre-market trading, pointing to a positive open.<\/p>\n

In the previous US session, the S&P 500<\/strong> climbed 1.49% to 7,764.70, coming within 0.4% of its record. The Nasdaq Composite<\/strong> jumped 2.26% to 27,122.09 for its first closing record since June, while the Dow Jones Industrial Average<\/strong> rose 0.71% to 52,048.83.<\/p>\n

What Drove Markets<\/h2>\n

The primary driver of global optimism was renewed excitement surrounding artificial intelligence, which fueled a significant rally in US tech stocks. SPI Asset Management’s Stephen Innes observed that the market had finally received the combination it awaited, with oil moving away from the danger zone, the US 10-year yield slipping below 5%, and the AI complex driving gains. This “AI-powered rally” saw Meta Platforms<\/strong> surge 11.34% to 741.25 following early signs of success for its AI agent, igniting interest in the chip-making industry. Other notable gainers included Intel<\/strong>, up 12.14% to 121.78, Advanced Micro Devices (AMD)<\/strong>, which gained 9.95% to 615.52 and briefly touched a $1 trillion market cap, and Nvidia<\/strong>, up 2.30% to 227.38. In Hong Kong, Alibaba<\/strong>‘s shares jumped after the company unveiled its new Zhenwu V900 artificial intelligence chip, which it said delivers three times the performance of its predecessor, and plans for a sharp expansion of its data center footprint to more than 20 gigawatts by 2032. Chinese technology shares, including Baidu and Tencent, were also higher.<\/p>\n

Declining oil prices further contributed to improved market sentiment. Brent crude<\/strong> briefly dipped below $US100 a barrel amidst hopes for diplomatic efforts to de-escalate tensions in Iran and higher Saudi exports. Conversely, some European government bond yields traded broadly higher on Tuesday, reversing some Monday declines which saw France\u2019s 10-year benchmark bond yield fall by 9.77 basis points, the German 10-year yield drop 6.81 basis points, and the payout on U.K. 10-year gilts drop 8.23 basis points, according to LSEG data, as investors assessed the potential for another flare-up in tensions between the U.S. and Iran. The OAT-Bund spread, a measurement of France’s borrowing costs over Germany, had breached the psychological threshold of 100 basis points on Friday.<\/p>\n

Despite the broader market optimism, the Reserve Bank of Australia (RBA) issued cautionary signals regarding persistent inflation. RBA Governor Michele Bullock reiterated concerns that upside risks to inflation could be materializing due to persistently high energy prices. RBA Assistant Governor Sarah Hunter cautioned that interest rates might need to increase for a fourth time this year to combat rising price growth. Financial markets imply a 95% chance the RBA will lift the cash rate to 4.6% when it meets next week, with two increases to 4.85% fully priced by early next year.<\/p>\n

Stocks to Watch<\/h2>\n

The AI rally translated into mixed performance across Asian chipmakers. Samsung Electronics<\/strong> rose 1.28% to 277,500.00, contributing to the KOSPI\u2019s gains. However, SK Hynix<\/strong> traded down 1.45% to 1,841,000.00 and TSMC<\/strong> declined 0.81% to 2,460.00, despite some reports of gains earlier in their respective sessions, indicating mixed performance among chipmakers. MediaTek also surged more than 8% in Taiwan’s Weighted Index, which rose 1.5%.<\/p>\n

In Australia, lower oil prices weighed on the energy sector, with Woodside<\/strong> falling 2.37% to 31.67. The “big four” banks saw mixed results: ANZ<\/strong> ended in the green, up 0.32% to 38.15, while Westpac<\/strong> was down 0.06% to 34.91, NAB<\/strong> down 0.28% to 38.61, and CBA<\/strong> down 0.43% to 152.33. Separately, ASX-listed Global Lithium surged 50% on Middle East takeover news, and Stake reported account information stolen in a breach.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Instrument<\/th>\nCode<\/th>\nClose<\/th>\nMove<\/th>\nWoW<\/th>\nYTD<\/th>\n<\/tr>\n<\/thead>\n
ASX 200<\/td>\n^AXJO<\/td>\n8,757.80<\/td>\n0.30%<\/td>\n0.98%<\/td>\n0.34%<\/td>\n<\/tr>\n
KOSPI<\/td>\n^KS11<\/td>\n7,025.71<\/td>\n0.26%<\/td>\n6.01%<\/td>\n63.02%<\/td>\n<\/tr>\n
Hang Seng<\/td>\n^HSI<\/td>\n25,074.09<\/td>\n0.13%<\/td>\n1.65%<\/td>\n-4.80%<\/td>\n<\/tr>\n
Shanghai Composite<\/td>\n000001.SS<\/td>\n3,952.29<\/td>\n0.06%<\/td>\n2.28%<\/td>\n-1.77%<\/td>\n<\/tr>\n
Brent Crude<\/td>\nBZ=F<\/td>\n97.73<\/td>\n-2.60%<\/td>\n-10.13%<\/td>\n60.87%<\/td>\n<\/tr>\n
WTI Crude<\/td>\nCL=F<\/td>\n93.67<\/td>\n-2.20%<\/td>\n-11.49%<\/td>\n63.42%<\/td>\n<\/tr>\n
10-Year Treasury<\/td>\n^TNX<\/td>\n4.963<\/td>\n-3.50 bp<\/td>\n0.20 bp<\/td>\n77.60 bp<\/td>\n<\/tr>\n
Gold<\/td>\nGC=F<\/td>\n4,355.30<\/td>\n-0.65%<\/td>\n0.52%<\/td>\n0.59%<\/td>\n<\/tr>\n
S&P 500<\/td>\n^GSPC<\/td>\n7,764.70<\/td>\n1.49%<\/td>\n1.90%<\/td>\n13.21%<\/td>\n<\/tr>\n
Nasdaq<\/td>\n^IXIC<\/td>\n27,122.09<\/td>\n2.26%<\/td>\n3.57%<\/td>\n16.73%<\/td>\n<\/tr>\n
Dow Jones<\/td>\n^DJI<\/td>\n52,048.83<\/td>\n0.71%<\/td>\n-0.71%<\/td>\n7.58%<\/td>\n<\/tr>\n
Meta<\/td>\nMETA<\/td>\n741.25<\/td>\n11.34%<\/td>\n15.03%<\/td>\n13.97%<\/td>\n<\/tr>\n
Intel<\/td>\nINTC<\/td>\n121.78<\/td>\n12.14%<\/td>\n21.39%<\/td>\n209.24%<\/td>\n<\/tr>\n
AMD<\/td>\nAMD<\/td>\n615.52<\/td>\n9.95%<\/td>\n22.22%<\/td>\n175.44%<\/td>\n<\/tr>\n
NVIDIA<\/td>\nNVDA<\/td>\n227.38<\/td>\n2.30%<\/td>\n4.13%<\/td>\n20.40%<\/td>\n<\/tr>\n
Samsung<\/td>\n005930.KS<\/td>\n277,500.00<\/td>\n1.28%<\/td>\n6.94%<\/td>\n115.95%<\/td>\n<\/tr>\n
SK Hynix<\/td>\n000660.KS<\/td>\n1,841,000.00<\/td>\n-1.45%<\/td>\n1.60%<\/td>\n171.94%<\/td>\n<\/tr>\n
TSMC<\/td>\n2330.TW<\/td>\n2,460.00<\/td>\n-0.81%<\/td>\n2.07%<\/td>\n55.21%<\/td>\n<\/tr>\n
MediaTek<\/td>\n2454.TW<\/td>\n5,180.00<\/td>\n\u2014<\/td>\n\u2014<\/td>\n252.38%<\/td>\n<\/tr>\n
Woodside<\/td>\nWDS.AX<\/td>\n31.67<\/td>\n-2.37%<\/td>\n-3.62%<\/td>\n33.85%<\/td>\n<\/tr>\n
ANZ<\/td>\nANZ.AX<\/td>\n38.15<\/td>\n0.32%<\/td>\n2.36%<\/td>\n4.75%<\/td>\n<\/tr>\n
Westpac<\/td>\nWBC.AX<\/td>\n34.91<\/td>\n-0.06%<\/td>\n2.02%<\/td>\n-10.37%<\/td>\n<\/tr>\n
NAB<\/td>\nNAB.AX<\/td>\n38.61<\/td>\n-0.28%<\/td>\n-0.28%<\/td>\n-8.94%<\/td>\n<\/tr>\n
CBA<\/td>\nCBA.AX<\/td>\n152.33<\/td>\n-0.43%<\/td>\n-1.21%<\/td>\n-5.46%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

What to Watch Next<\/h2>\n

Economic Releases<\/h3>\n
    \n
  • 2026-09-22 08:15 ET US \u2014 ADP Employment Change Weekly<\/li>\n
  • 2026-09-22 16:30 ET US \u2014 API Weekly Crude Oil Stock<\/li>\n
  • 2026-09-23 07:00 ET US \u2014 MBA Mortgage Applications<\/li>\n
  • 2026-09-23 10:30 ET US \u2014 Crude Oil Inventories<\/li>\n
  • 2026-09-24 08:30 ET US \u2014 Building Permits<\/li>\n
  • 2026-09-24 08:30 ET CA \u2014 Core Retail Sales<\/li>\n
  • 2026-09-29 09:00 ET US \u2014 House Price Index<\/li>\n
  • 2026-09-29 19:50 ET JP \u2014 Industrial Production<\/li>\n
  • 2026-09-30 01:00 ET JP \u2014 Housing Starts<\/li>\n
  • 2026-10-01 19:30 ET JP \u2014 Tokyo Core CPI<\/li>\n<\/ul>\n

    Corporate Earnings<\/h3>\n
      \n
    • 2026-09-23 08:00 ET US \u2014 Cintas Corporation (CTAS)<\/li>\n
    • 2026-09-23 08:00 ET US \u2014 Paychex, Inc. (PAYX)<\/li>\n
    • 2026-09-24 16:15 ET US \u2014 Costco Wholesale Corporation (COST)<\/li>\n
    • 2026-09-30 16:15 ET US \u2014 Micron Technology, Inc. (MU)<\/li>\n
    • 2026-10-01 16:15 ET US \u2014 Nike, Inc. (NKE)<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      Global markets saw renewed optimism driven by an AI-powered Wall Street rally & falling oil prices. APAC equities gained, but RBA warnings on inflation temper the mood.<\/p>\n","protected":false},"author":3,"featured_media":7171,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"wrap_published_at_et":"","wrap_author_name":"","wrap_author_url":"","wrap_author_linkedin":"","wrap_reviewer_name":"","wrap_reviewer_url":"","footnotes":""},"categories":[38],"tags":[40],"class_list":["post-7029","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-wraps","tag-asia-close"],"acf":[],"yoast_head":"\nGlobal Markets Rally on AI & Oil Hopes, RBA Cautions<\/title>\n<meta name=\"description\" content=\"Markets gained on an AI-led Wall Street rally and falling oil. 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