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Daily Market Commentary

September

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September

September 26, 2025

Stocks rose and bond yields fell as a key inflation gauge grew at a slower pace last month, giving the Federal Reserve some breathing room to address labor-market cooling. The S&P 500 was set to trim this week’s losses.

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September 25, 2025

Wall Street traders sent bonds lower after the latest data showed the world’s largest economy is withstanding still elevated interest rates. Treasury yields rose as US gross domestic product grew in the second quarter at the fastest pace in nearly two years.

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September 24, 2025

Investors aren't pricing in higher inflation for the US despite President Donald Trump's power grab at the Federal Reserve. Market-based measures of price pressures are down from July peaks and roughly in line with their two-year average, with medium- and long-term gauges near the Fed's 2% target.

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September 23, 2025

Gold’s unprecedented rally pushed higher on efforts by China to bolster its role in global bullion markets. Stocks paused an advance that lifted the S&P 500 to yet another record.

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September 22, 2025

US stocks are set to pull back from all-time highs as traders search for new catalysts to drive markets at the start of a relatively quiet week on the event calendar.

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September 19, 2025

US stocks are poised for further gains to end a busy week that saw the first in a likely series of rapid interest-rate cuts, driving markets to new highs. The dollar rose for a third day.

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September 18, 2025

Contracts on the Nasdaq 100 spiked 1.1% as traders shook off a choppy stretch that followed the Fed’s quarter-point move on Wednesday.

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September 17, 2025

Stocks treaded water as markets saw muted moves across most asset classes, with traders taking risky bets off the table ahead of Wednesday’s Federal Reserve interest-rate decision.

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September 16, 2025

Wall Street traders gearing up for the Federal Reserve decision refrained from making big bets as they awaited clues on the path of rates that will shape the outlook for markets over the next few months.

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September 15, 2025

Equities began the week on an upbeat note as traders prepared for a widely expected start to a series of Federal Reserve interest-rate cuts, with Tesla Inc. gaining after Elon Musk bought roughly $1 billion of stock.

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September 12, 2025

Treasuries were set to extend their rally into a fourth week after Thursday’s jobless claims data cemented expectations the Federal Reserve will cut interest rates next week. 

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September 11, 2025

Treasuries climbed across the curve, driving two-year yields down three basis points to 3.51%. Money markets almost fully priced in three Fed reductions by the end of 2025, starting next week.

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September 10, 2025

US stocks are set to notch fresh highs after Oracle Corp. surged on a blowout outlook and traders bet that a pair of inflation reports won’t derail the Federal Reserve from cutting interest rates.

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September 9, 2025

US stock futures rose as expectations of Federal Reserve interest-rate cuts continued to drive gains, while Treasuries eased after a rally that pushed global bonds into bull-market territory.

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September 8, 2025

Stocks rose at the start of a week filled with events that will be crucial in shaping sentiment as markets trade near all-time highs. Gold extended a record rally, and the dollar headed for a back-to-back loss, while Treasuries were mixed.

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September 5, 2025

Strong evidence that the US labor market is slowing rippled through markets Friday, adding weight to bets on Federal Reserve rate cuts while sinking Treasury yields and lifting stocks.

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September 4, 2025

Treasuries climbed as trio of jobs data reinforced the view the US labor market is shifting into a lower gear, which would trigger a Federal Reserve rate cut in two weeks.

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September 3, 2025

A rally in the world’s largest tech companies drove stocks higher as bonds stabilized, with traders awaiting jobs data for validation of wagers the Federal Reserve will resume cutting rates in September. 

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September 2, 2025

Wall Street returned from a long weekend to renewed anxiety over frothy technology stocks and stretched government budgets.

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