Historical backfill: prepared on October 4, 2026; observations stop at the article date, using US stock and ETF closes and same-day yield observations.
SPY fell about 0.7%, QQQ 1.3% and the semiconductor ETF SMH 2.0% on September 1. Gold ETF GLD lost approximately 2.9%, and long-duration Treasury ETF TLT 0.8%. Gold and long-bond prices fell on the same day as stocks.
The BLS calendar scheduled August’s employment report for September 4. It was still unpublished at the September 1 close.
The dollar index rose roughly 0.2%. The two-year Treasury yield increased from 4.34% to 4.39%, and the ten-year from 4.75% to 4.79%. Nominal yields rose while the ten-year real yield stayed at 2.44%.
Sources: Yahoo Finance SPY · Yahoo Finance QQQ · Yahoo Finance SMH · Yahoo Finance GLD · Yahoo Finance TLT · Yahoo Finance 美元指数 / Dollar Index · FRED DGS2 · FRED DGS10 · FRED DFII10 · SEC · bond interest-rate risk · BLS · September 2026 calendar. Stock and ETF price changes compare consecutive Yahoo historical closing prices, which may include provider adjustments and are not treated as investors’ total returns. Yields are observations for the stated day. FRED yields use the historical series available at preparation, not an archived real-time release snapshot. Price facts are separated from interpretation; causal explanations have not been established. Past performance does not indicate future results. Dollar-index figures use Yahoo Finance DX-Y.NYB daily records; the provider’s daily cutoff has not been reconstructed, so they are not treated as synchronous with regular stock and ETF closes. Personal research and opinion for information only, not investment advice.