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US stocks finished positive despite the ugly job market data. Weekly market recap, trading week 36/2025

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

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Global Markets Investor
September 07, 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 the week mostly positive despite ugly labor market data. NVIDIA significantly underperformed. Unsurprisingly, Gold and silver continue to surge. Is the market heading for a correction?

Full recap of the labor market data will be released early next week.

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

🚨Global bonds are selling off

What It Means for Markets, Investors, and Your Wallet

globalmarketsinvestor.beehiiv.com/p/global-bonds-are-selling-off

🚨The US manufacturing sector remains in recession

Are there any signs of potential improvement?

globalmarketsinvestor.beehiiv.com/p/the-us-manufacturing-sector-remains-in-recession

⚠️ The US Treasury is running the largest buyback program in its history

The goal is to boost liquidity and improve cash management

globalmarketsinvestor.beehiiv.com/p/the-us-treasury-is-running-the-largest-buyback-program-in-its-history

US commercial real estate market crisis is getting worse

Will this have an impact on the broader economy?

globalmarketsinvestor.beehiiv.com/p/us-commercial-real-estate-market-crisis-is-getting-worse

⚠️US is one of the worst performing equity markets this year

Will this underperformance last for years?

globalmarketsinvestor.beehiiv.com/p/us-is-one-of-the-worst-performing-equity-markets-this-year

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 0.4%
- Nasdaq index jumped 1.1%
- Dow Jones declined 0.4%
- Russell 2000 (small caps) rose 0.9%
- US 10-year Treasury yield fell 14 bps
- VIX was flat
- US Dollar index was flat
- WTI Crude Oil fell 3.1%
- Silver rose 1.9%
- Gold soared 3.3%

🔥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 jumped 2.6%

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 September 12, key events are:

- US Consumer Inflation Expectations for August on Monday

- US Non Farm Payrolls Annual Revision on Tuesday

- US Inflation PPI for August on Wednesday

- US Inflation CPI for August on Thursday

- US Consumer Sentiment for September on Friday

Inflation data and payrolls revisions will be in focus.

⚠️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

2) Liquidity is drained out of the markets.

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