# Oil jumps and yields rise on renewed Middle East tensions

Page: https://stenobird.com/podcast/moving-markets-5478198/oil-jumps-and-yields-rise-on-renewed-middle-east-tensions
Text version: https://stenobird.com/podcast/moving-markets-5478198/oil-jumps-and-yields-rise-on-renewed-middle-east-tensions.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-09-01T06:48:45+00:00
Episode link: https://share.transistor.fm/s/aa6ee097
Audio file: https://media.transistor.fm/aa6ee097/b0d0a09d.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/oil-jumps-and-yields-rise-on-renewed-middle-east-tensions
Duration seconds: 741

## Resource

Renewed US-Iran tensions impacted global markets yesterday, pushing oil prices higher and weighing on equities. Bond yields rose, with Japan’s 10-year bond yield actually hitting 3% this morning for the first time since 1996. Tesla gained 5.5%, making it the best performer in the S&P 500 yesterday. Today’s key economic releases include US ISM manufacturing data, but the highlight will undoubtedly be Friday’s closely watched jobs report. Enrico Chinello, Next Generation Research analyst, joins today’s podcast to talk about how intensifying competition in the AI space, particularly from lower-cost Chinese models, is driving AI token prices down, andwhat it all means for investors. (00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:25) - Markets wrap-up: Helen Freer, Product & Investment Content (05:55) - AI competition from China: Enrico Chinello, Next Generation Research (11:33) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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## Transcript

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