Bloomberg Surveillance · Friday, September 25, 2026
Markets are reacting to positive news regarding potential peace talks, but analysts caution against over-excitement, emphasizing the need for concrete progress. While oil prices may see further increases, bond markets appear to have already priced in much of the recent economic data. Liquidity concerns and algorithmic trading are noted as significant influences on market movements.
“And I think as you, Lisa, just said, the market's now finally starting to realize we shouldn't get overly excited about these talks, right?”
“You know, I would think in oil prices, I think that could go a bit higher. I think bonds, if anything, maybe got ahead of themselves a little bit.”
“If we wake up every morning and you can look at the price of oil and guess treasuries, the algos are all doing that. So until something breaks and termines that, we're going to get those correlations because it's very electronic, it's very thin trading, which, again, is why we.”