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Daily Market Commentary

September

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September

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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