The Plot

Chart-Driven Market Insights

Subscribe to get fresh insights
into your inbox directly.

September 2026 Market Update: Oil Up, Gold and Long-Term Treasuries Down Since the Iran Conflict

September 2026 market update: U.S. stocks sit 2.6% below their August high, and gold and long-term Treasuries are down since the Iran conflict. 10 charts.

Sanjeev Pati, CFAFounder, Scatterplot

September 11, 2026 · 10 min read

U.S. Market Concentration: The Largest Companies Are Gaining Weight, and a Bigger Share of Profits

Are the companies with the largest index weights also responsible for a substantial share of the index's aggregate financial results ? The data says they are.

Sanjeev Pati, CFA

October 9, 2026 · 10 min read

Line chart of the 10-year U.S. Treasury yield from 2000 to 2026, ending at 5.29% on September 30, 2026, its highest close since 2002.

Market Insights

September 2026 Market Recap: The Fed Raises Rates and the 10-Year Treasury Yield Hits Its Highest Since 2002

A recap of the main market events of September 2026, in 13 charts.