09/14/2026
Markets are heading into an important stretch as investors weigh higher oil prices, shifting trade policies and the possibility of another U.S. rate hike.
Here are some of the key developments from this week’s markets:
• Oil prices moved above $100 per barrel, adding to concerns that higher energy costs could put renewed pressure on inflation.
• Tariffs remain a major focus, with Canada’s latest tariff retaliation now in effect and businesses and investors continuing to assess the broader impact of changing trade policies.
• U.S. markets pulled back, as investors responded to rising inflation expectations and uncertainty around the path of interest rates.
• The Federal Reserve’s September 15–16 meeting is taking centre stage, with expectations increasingly pointing toward a rate hike and renewed attention on what the Fed’s next moves could mean for the economy and financial markets.
With inflation, interest rates, energy prices and global trade all influencing markets at the same time, it’s a good reminder that short-term market movements are often driven by several factors at once.
For investors, staying focused on your long-term goals and having a plan that can adapt to changing market conditions remains important.
Read the full September 11 market update for a closer look at what’s driving markets and what investors should be watching next.
https://ow.ly/R3rz50ZNuCw
Market insights The week in the markets - September 11, 2026 By IG Investment Strategy Team • 11 September 2026 Market Update Rising oil, two-way tariffs and a likely rate hike Oil cleared $100 per barrel, and the inflation argument ended with it.A U.S. Federal Reserve rate hike next week is now a...