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US stocks finished the week higher amid plenty of economic data. Weekly market recap, trading week 37/2025

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

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Global Markets Investor
September 14, 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:

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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 higher after US CPI and PPI Inflation data, weaker than expected consumer sentiment and massive job market data revisions. New data did not change investors' strong belief that the Federal Reserve will cut interest rates next week.

Meanwhile, Gold inflation-adjusted prices has hit a new record for the first time since the 1980s.

Additionally, President Trump seems to be preparing additional tariffs on China.

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

⚠️August's US jobs report was the weakest in years

Will the stock market notice?

globalmarketsinvestor.beehiiv.com/p/august-s-us-jobs-report-was-the-weakest-in-years

🚨The US labor market just saw the biggest downward revision on record

The US job market is falling apart

globalmarketsinvestor.beehiiv.com/p/the-us-labor-market-just-saw-the-biggest-downward-revision-on-record

⚠️ This is the biggest US market concentration since before the Great Depression

Valuations are also sky-high

globalmarketsinvestor.beehiiv.com/p/this-is-the-biggest-us-market-concentration-since-before-the-great-depression

⚠️CHART OF THE WEEK: The US is running a crisis-level budget deficit

In the first 11 months of Fiscal Year 2025, the budget deficit hit $1.97 trillion, the third-largest in history.

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-the-us-is-running-a-crisis-level-budget-deficit

US job numbers are still overestimated despite recent downward revisions

The healthcare sector has been one of the few that has seen job growth over the last few months.

globalmarketsinvestor.beehiiv.com/p/us-job-numbers-are-still-overestimated-despite-recent-downward-revisions

🚨One-third of US states are in a recession

US goods-producing sectors are struggling

globalmarketsinvestor.beehiiv.com/p/the-us-labor-market-just-saw-the-biggest-downward-revision-on-record-1

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 1.6%
- Nasdaq index jumped 2.0%
- Dow Jones increased 1.0%
- Russell 2000 (small caps) 0.2%
- US 10-year Treasury yield fell 2 bps
- VIX fell 3%
- US Dollar index decreased 0.2%
- WTI Crude Oil increased 1.1%
- Silver surged 3.1%
- Gold rose 0.9%

🔥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 5.7%

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 19, key events are:

- US Retail Sales for August on Tuesday

- US Industrial Production for August on Tuesday

- Fed Interest Rate Decision on Wednesday

- Fed Economic Projections on Wednesday

- Consumer Board Leading Economic Indicators (LEI) for August on Thursday

All eyes on the Fed meeting.

2) Retail investors’ buying spree continues.

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