US stocks finished higher amid weakening job market. Weekly market recap, trading week 40/2025

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🔥🔥 GLOBAL MARKETS INVESTOR PORTFOLIO — UP 53% SINCE JANUARY 2024 DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:

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.

US stocks ended the week higher following weak US labor market data and the US government shutdown, as the probability of two more rate cuts from the Fed has increased.

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

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 1.1%
- Nasdaq index jumped 1.4%
- Dow Jones increased 1.1%
- Russell 2000 (small caps) rose 1.7%
- US 10-year Treasury yield fell 6 bps
- VIX surged 8%
- US Dollar index fell 0.4%
- WTI Crude Oil dropped 7.5%
- Silver soared 3.2%
- Gold rose 3.1%

- Bitcoin jumped 11.6%

For the trading week ending October 10, key events are:

- US Consumer Inflation Expectations for September on Tuesday

- FOMC Minutes on Wednesday

- Fed Chair Powell Speech on Thursday

- US Consumer Sentiment for October on Friday

- At least 12 Fed Speeches

Investors will certainly be looking for hints of potential further Fed moves during Fed Chair Powell’s speech.

2) Investors selling of US equities is accelerating.

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