US stocks finished lower dragged by tech. Weekly market recap, trading week 39/2025

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

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Global Markets Investor
September 28, 2025

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🔥🔥 GLOBAL MARKETS INVESTOR PORTFOLIO — UP 40% 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:

Global Markets Investor

Sharing thoughts about the world's financial markets. If it helps you navigate this ever-changing market developments you may consider becoming a premium subscriber.

globalmarketsinvestor.beehiiv.com/c/investment-portfolio

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 finished lower this week dragged by Tech despite the Friday's bounce. Gold and silver continue to shine.

Given how calm the market has been over the last few months, will we finally see at least a 1% drop in equities next week?

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

Gold and silver are making history

What's next for the most in-demand precious metals?

globalmarketsinvestor.beehiiv.com/p/gold-and-silver-are-making-history

🔴Is the US stock market overdue for a correction?

The most recent market streak has been pretty rare

globalmarketsinvestor.beehiiv.com/p/what-happens-with-the-us-consumption-before-a-recession-1

⚠️CHART OF THE WEEK: Global Money Supply is rising

This is driven particularly by China and the US

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-global-money-supply-is-rising

⚠️Market concentration hits another record

What drives the market on the way up may also drive it down twice as fast

globalmarketsinvestor.beehiiv.com/p/market-concentration-hits-another-record

⚠️What happens with the US consumption before a recession?

This is an interesting and important analysis

globalmarketsinvestor.beehiiv.com/p/what-happens-with-the-us-consumption-before-a-recession

Individual investors' allocation to stocks is historically low

Retail investors are heavily invested in stocks

globalmarketsinvestor.beehiiv.com/p/individual-investors-allocation-to-stocks-is-historically-low

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 fell 0.3%
- Nasdaq index declined 0.7%
- Dow Jones decreased 0.2%
- Russell 2000 (small caps) fell 0.6%
- US 10-year Treasury yield rose 4 bps
- VIX declined 1%
- US Dollar index increased 0.6%
- WTI Crude Oil jumped 4.5%
- Silver spiked 8.0%
- Gold rose 2.3%

🔥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 5.4%

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

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For the trading week ending October 3, key events are:

- US Pending Home Sales for August on Monday

- US Job Openings for August on Tuesday

- US ISM Manufacturing PMI for September on Wednesday

- US Job Cut Announcements for September on Thursday

- US Non-Farm Payrolls for September on Friday

- US ISM Services PMI for September on Friday

- At least 10 Fed Speeches

All eyes on the US job market data.

2) Investors are dumping US equities.

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