Market Intelligence: US Morning Update

Goldman Sachs US Morning Update for September 16, 2026: Asian equities traded moderately higher Wednesday and European equities rose on a lower oil price tape, while UK core CPI was unchanged at +2.6%. The US 10-year Treasury yield held steady at 4.99% and front-month Brent crude fell about $1/bbl to $107/bbl. Day 2 of the Global Consumer and Retail Conference highlighted a resilient but discerning consumer, with management teams leaning on pricing discipline and AI as levers within their control while flagging fuel, freight and a stepped-up promotional backdrop into holiday;