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  • The S&P 500 rebounded following Fed Chair Speech. Weekly market recap, trading week 34/2025

The S&P 500 rebounded following Fed Chair Speech. Weekly market recap, trading week 34/2025

Summary of the trading week using the most popular posts from the X platform

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Global Markets Investor
August 24, 2025

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In this series, you can find financial markets posts with the highest number of interactions from my X platform feed over the most recent week. I am aware that not everybody uses X regularly, so I thought it could provide some value to your analysis, and investment process. These posts are surrounded by extra charts, commentary and explanations of complicated topics.

Dovish Fed Chair Powell sparked a market rally on Friday after 4 weak previous days this week. The US Dollar dropped while as stocks, bonds, gold, crypto, and oil all moved higher. Nevertheless, the Magnificent 7 stocks finished the week in the red.

In short, Fed Chair Powell signaled that the balance of risks is shifting, leaving the door open for a potential rate cut on September 17.

He highlighted that while the labor market appears balanced, it is an unusual balance caused by a marked slowdown in both labor supply and demand. Downside risks to employment are rising, and if they materialize, layoffs and unemployment could increase quickly.

Powell confirmed the Fed is abandoning its flexible average inflation targeting framework and cautioned that stable inflation expectations cannot be taken for granted.

Overall, the Fed faces a challenging situation with upside risks to inflation and downside risks to employment, requiring careful adjustment of its policy stance.

August’s job report and inflation data will be key to whether the Fed cuts rates next month.

In case you missed it, other posts from this week are listed below.

⚠️CHART OF THE WEEK: Massive revisions are coming to the US job market

If revisions materialize, we will see negative payrolls growth

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-massive-revisions-are-coming-to-the-us-job-market

Should we worry about the latest spike in US producer prices?

Is inflation is heating up in the US?

globalmarketsinvestor.beehiiv.com/p/should-we-worry-about-the-latest-spike-in-us-producer-prices

⚠️US subprime auto loan delinquencies are above crisis levels

US consumers are increasingly falling behind on their auto debt

globalmarketsinvestor.beehiiv.com/p/us-subprime-auto-loan-delinquencies-are-above-crisis-levels

⚠️The average US stock has only struggled this much during recessions

The gap between the S&P 500 and the S&P 500 equal-weighted index is widening

globalmarketsinvestor.beehiiv.com/p/the-average-us-stock-has-only-struggled-this-much-during-recessions

🚨The gap between retail and professional investors have rarely been greater

Retail investors continue their historic buying spree

globalmarketsinvestor.beehiiv.com/p/the-gap-between-retail-and-professional-investors-have-rarely-been-greater

⚠️No one will benefit more from lower rates than the US government

Interest expense on US public debt has never been bigger

globalmarketsinvestor.beehiiv.com/p/no-one-will-benefit-more-from-lower-rates-than-the-us-government

1) Weekly performance. In the first post attached, you can see last week’s performance of the major US indexes, the VIX volatility index, 10-year Treasury yield, the US Dollar, gold, silver, WTI Crude oil and Bitcoin.

- S&P 500 rose 0.3%
- Nasdaq index fell 0.6%
- Dow Jones climbed 1.5%
- Russell 2000 (small caps) jumped 3.4%
- US 10-year Treasury yield declined 8 bps
- VIX fell 6%
- US Dollar index declined 0.1%
- WTI Crude Oil rose 1.6%
- Silver jumped 2.4%
- Gold increased 1.0%

🔥This is the year of precious metals

Gold, silver and platinum are crushing US stocks and other assets this year

globalmarketsinvestor.beehiiv.com/p/this-is-the-year-of-precious-metalsthe-us-labor-market-headline-numbers-are-useless-1

⚠️CHART OF THE WEEK: Will the gold outperformance of the S&P 500 continue for years?

Food for thought regarding gold and the S&P 500 relative performance

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-will-the-gold-outperformance-of-the-s-p-500-continue-for-years

- Bitcoin fell 0.4%

Is Bitcoin going to $1,000,000?

What to expect from the world's largest cryptocurrency in the coming months and years

globalmarketsinvestor.beehiiv.com/p/is-bitcoin-going-to-1000000

For the trading week ending August 29, key events are:

- US CB Consumer Confidence for August on Tuesday

- US Q2 2025 GDP Growth Rate - Second Estimate on Thursday

- US Inflation PCE for July on Friday

- US Consumer Sentiment for August on Friday

- At least 5 Fed speakers

Nvidia’s results and inflation data will be in focus.

2) Retail investors speculation is skyrocketing.

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