Oil prices moved first, and the bond market followed by taking a hit.

In the U.S. East on Tuesday’s close, WTI jumped to 105.83 in one go, while Brent touched 108.75.
The yield on the 10-year U.S. Treasury note hovered around 5.041%, with Zhitong noting it was the highest since 2007.

The three major indexes fell for the second straight day:
Dow Jones 52093.11 (−0.63%), S&P 7585.73 (−0.45%), Nasdaq 25981.57 (−0.78%).
The energy sector was the only one in the green; the S&P energy sector was about +2.26%.

Meanwhile, the mega-caps were mostly down: AMZN −2.02%, MSFT −1.64%, GOOG −1.26%; META and NVDA edged up slightly.

I think tonight (U.S. East Wednesday 14:00 / Beijing Thursday about 02:00) the Fed is the real emotional switch—Caixin Media wrote that FedWatch is pricing in a 25bp hike with odds of about 94.5%, targeting the 3.75–4.00% range if it lands. With oil and bonds pressuring the market together, don’t jump to conclusions before the decision.