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  • The 5% Yield Wall Just Cracked

The 5% Yield Wall Just Cracked

Brent briefly fell below $100, the Nasdaq surged 2.26%, and AI stocks ripped higher.

Market Minute
Market Minute

Sep 22, 2026

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The Truth Behind Trump’s New Money

President Trump is launching a new $250 bill with his face on it – the first living president to do so since Abraham Lincoln’s $10 demand note in 1861.

The Truth Behind Trump’s New Money

Source: The Kobeissi Letter, X.

Earlier this year, he instituted another currency change – insisting that his signature appear on all new bank notes.

If you’re starting to sense that Trump has taken an unusual interest in our money, you’re on the right track.

In fact, I’d like to show you that his new $250 bill is a mere distraction from a far bigger and more consequential change to U.S. currency being orchestrated behind the scenes.

Something that will affect every dollar you've ever saved or invested.

Bypassing all conventional legal and political channels, under the guise of national security, Trump is enacting a total money reset using a landmark executive order (14241).

Democrat or Republican, support him or despise him, it doesn't matter – the wheels are already in motion.

And that means every American may soon be forced to use Trump's New Dollar to fill your gas tank, buy groceries, pay the bills.

Which is why I've produced this critical new documentary laying out exactly what this means for your savings, your investments, and your family's financial future…

Detailing three important steps you can take today to prepare – including details on a core band of assets connected to Trump’s initiative that could surge, if this plays out as I predict…

Plus the name and ticker of my #1 move to make today.

As you’ll see in my briefing, the last time America reset its money like this – under Richard Nixon’s presidency in the 1970s – it created one of the greatest wealth divides in the history of our nation.

On one side, it minted an average of 1,300 new millionaires a day for over half a century. And on the other… the folks left behind, with many drowning in debt, and no idea how to use America’s new money to create wealth.

As Trump rolls out his new dollar, the question is:

Which side will you be on?

Trumps new dollar

Good investing,
Porter Stansberry

PS. If you’re wondering what Trump’s new money will look like, when it will be issued, what it means for your investments – all of those questions are answered in my briefing.

Oil Breaks $100 as Nasdaq Hits a Record

Wall Street got exactly what tech needed Monday. Brent briefly fell below $100. The 10-year Treasury yield slipped under 5%. AMD hit a $1 trillion market value.

Chip stocks jumped 4.3%. And the Nasdaq surged 2.26% to a record close. Lower oil. Lower yields. Higher AI stocks.

What Moved

Monday, September 21

  • The S&P 500 rose 1.49% to 7,764.70.

  • The Nasdaq surged 2.26% to 27,122.09.

  • The Dow gained 0.71% to 52,048.83.

  • The Nasdaq closed at a record high.

  • The S&P 500 finished about 0.4% below its August record.

  • The Philadelphia Semiconductor Index jumped 4.3%.

  • AMD rose about 10%.

  • AMD reached a market value of $1 trillion.

  • Intel surged 12.2%.

  • Arm Holdings jumped 17%.

  • Meta soared 11.4%.

  • Communication services gained 4.16%.

  • Information technology rose 2.4%.

  • Eight of the S&P 500’s 11 sectors finished higher.

  • The 10-year Treasury yield fell below 5%.

  • The 2-year yield was near 4.73%.

  • Brent crude briefly traded below $100 before settling at $100.34 a barrel.

  • WTI crude fell 4.51% to $95.78.

  • Gold futures fell 0.9% to $4,383.90.

  • Bitcoin jumped more than 6%.

  • About 16.5 billion shares traded across U.S. exchanges.

  • Traders put the chance of another Fed hike in October near 50%–53%.

Why It Moved

Monday gave stocks the mix they had been waiting for. Oil fell hard. Treasury yields fell. Chip stocks surged.

That took pressure off the market after a week of $100 oil, 5% Treasury yields and the Fed’s first rate hike in more than 3 years. The 10-year slipped back below 5%. Brent briefly broke below $100.

WTI fell below $96. At the same time, buyers rushed back into AI stocks. The result was the Nasdaq’s first record close since June.

AMD Joins the $1 Trillion Club

AMD was the biggest chip story. Shares jumped about 10%. That pushed the company’s market value above $1 trillion for the first time. Intel rose 12.2%. Arm jumped 17%. The semiconductor index gained 4.3%. 

The move came as new export data showed strong demand for chips. South Korean exports during the first 20 days of September hit a record, helped by semiconductor demand. That mattered after last week’s sharp selloff. Investors had worried that AI firms could slow spending. Monday gave them fresh proof that chip demand is still strong.

Meta Jumps 11%

Meta was another major winner. Shares surged 11.4%. That helped push communication services up 4.16%, making it the strongest major S&P 500 sector.

Technology followed with a gain of 2.4%. Together, those two groups did most of the work behind Monday’s rally. That is important. The market did not rise because every sector surged. It rose because its largest growth groups did.

Oil Breaks Below $100

Oil gave stocks another boost. Brent briefly traded below $100 before settling at $100.34. WTI dropped 4.51% to $95.78. Both touched their lowest levels since September 9.

Saudi oil shipments started to recover. Traders also saw a better chance of talks between the U.S. and Iran. More barrels moving out of the Gulf eased some fear over supply.

That pulled crude lower fast. The move matters because oil had been one of the biggest sources of rate pressure. Lower crude means less pressure on fuel and transport costs. That can help future inflation numbers.

The 10-Year Falls Below 5%

The bond market moved in the same direction. The 10-year Treasury yield fell below 5%. It traded near 4.96% during the session. The 2-year yield was near 4.73%.

That matters for stocks. Lower Treasury yields make bonds less competitive with shares. They also reduce some pressure on mortgages and business borrowing costs. 

Tech stocks often get the biggest help when long-term yields fall. Monday showed that clearly. The Nasdaq jumped 2.26%. The Dow gained just 0.71%.

AI Leads the Market

Monday was not just an AMD story. It was a broad AI rally. AMD surged. Intel surged. Arm surged. Meta surged. The semiconductor index jumped 4.3%.

That is a major shift from last week, when chip stocks sold off hard. The reason is simple. Lower yields make future earnings more valuable. Lower oil reduces inflation pressure. And strong chip demand gives investors a reason to buy growth again. All three showed up at once Monday.

Another Fed Hike Stays in Play

The Fed raised rates last week. Monday did not remove the chance of another hike. Traders put October odds near 50%–53%. That means the next meeting is still close.

But Monday showed that stocks can rise even with another hike still on the table. The key is long-term yields. If the 10-year stays below 5%, high-growth stocks have more room. If it moves back above 5%, pressure can return fast.

Bitcoin Joins the Rally

Bitcoin jumped more than 6%. That added another sign that investors were willing to take more risk. Crypto tends to benefit when yields fall and money moves back into growth assets.

Monday had both. Lower bond yields helped. A strong tech rally helped. And oil falling below $100 added another reason to buy risk.

Gold Falls

Gold moved lower. U.S. futures fell 0.9% to $4,383.90. The drop came as buyers moved into stocks and crypto.

Gold also faced pressure from the dollar. The metal had been used as a hedge during the rise in oil and war risk. Monday reversed part of that trade.

Why It Matters Now

Monday left markets with a short list of hard numbers:

  • The Nasdaq surged 2.26% to a record.

  • The S&P 500 jumped 1.49%.

  • AMD reached $1 trillion.

  • Chip stocks gained 4.3%.

  • Intel jumped 12.2%.

  • Arm surged 17%.

  • Meta gained 11.4%.

  • The 10-year fell below 5%.

  • Brent briefly broke below $100.

  • Brent settled at $100.34.

  • WTI fell to $95.78.

  • Bitcoin jumped more than 6%.

  • October Fed hike odds stayed near 50%–53%.

Monday showed exactly what can lift this market. Oil moved lower. Treasury yields moved lower. AI stocks moved higher.

Last week, $100 oil and 5% yields hurt stocks. Monday, both pressures eased at the same time. That was enough to send the Nasdaq to a record. Brent briefly broke below $100.

The 10-year fell below 5%. AMD hit $1 trillion. The Nasdaq closed at a record. When oil and yields fall together, tech still has room to run.

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