Falling oil and options expiry in the post-Fed market outlook

Two posts dated September 17, 2026, argue that cheaper oil—not credibility gained from Warsh's rate hike—was driving market relief. One says rates had already priced in the hike and links oil's decline to a possible workaround for the East-West pipeline.

The other cites Brent's 2% slide below $104 and predicts that a nearly $5 trillion options expiry on September 18 will remove a stabilizing effect from dealer hedging. It expects the following week's trading to depend more on flows and takes a cautiously bearish view.