Markets Digest Summer Gains
September 7, 2025

Markets pause after strong summer performance while housing markets show early signs of supply-demand rebalancing.

Markets pause after strong summer performance while housing markets show early signs of supply-demand rebalancing.

Investors weigh record highs, Fed policy signals, and international equity outperformance trends.

Strong Q2 earnings offset concerns about rising tariffs and economic uncertainty.

Markets surge this week despite July jobs shock as investors bet on Fed rate cuts.

Stocks decline as Federal Reserve policy tensions and trade uncertainties override strong corporate earnings in volatile trading week.

Stocks gain broadly as Q2 earnings exceed expectations.

Tech stocks drive modest gains while Fed leadership uncertainty signals potential policy shift ahead.

U.S. stocks dip modestly as investors weigh new tax legislation benefits against mounting federal debt concerns.

U.S. stocks surge over 3% as markets distinguish temporary shocks from fundamental threats to global commerce.

Fed maintains rates at 4.25%-4.50% as mixed economic signals create a “Yeah But” economy. In other words, positive indicators come with persistent caveats and uncertainty.
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