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US stocks finished higher following the Fed's interest rate cut. Weekly market recap, trading week 38/2025

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

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Global Markets Investor
September 21, 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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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 higher following the Fed's 25-basis-point interest rate cut.

Interestingly, the US Dollar, Gold and Silver also surged simultaneously.

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

The Fed is confused and divided

This makes investing harder

globalmarketsinvestor.beehiiv.com/p/the-fed-is-confused-and-divided

⚠️CHART OF THE WEEK: The gap between the S&P 500 and weakening job market is widening

Will the market eventually notice?

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-the-gap-between-the-s-p-500-and-weakening-job-market-is-widening

⚠️China is dumping US Treasuries:

China is diversifying out of the US Dollar while the rest of the world is still buying

globalmarketsinvestor.beehiiv.com/p/china-is-dumping-us-treasuries

⚠️US households' allocation to equities hit a record high

Americans are all-in on stocks

globalmarketsinvestor.beehiiv.com/p/us-households-allocation-to-equities-hit-a-record-high

🚨US recession probabilities are surging

Is the US economy already in a recession?

globalmarketsinvestor.beehiiv.com/p/us-recession-probabilities-are-surging

⚠️US consumer sentiment continues to fall

US consumers have never been this pessimistic about their future incomes

globalmarketsinvestor.beehiiv.com/p/us-consumer-sentiment-continues-to-fall

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 1.3%
- Nasdaq index jumped 2.2%
- Dow Jones increased 1.1%
- Russell 2000 (small caps) was up 2.1%
- US 10-year Treasury yield rose 7 bps
- VIX rose 5%
- US Dollar index increased 0.1%
- WTI Crude Oil fell 0.2%
- Silver increased 1.1%
- 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 fell 0.5%

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 26, key events are:

- Fed Chair Powell Speech on Tuesday

- US S&P Global Manufacturing and Services PMI on Tuesday

- US GDP for Q2 2025 (Final Estimate) On Thursday

- US Existing Home Sales for August on Thursday

- US PCE Inflation for August on Friday

- US Michigan Consumer Sentiment for September on Friday

- At least 10 Fed Speeches

Fed Chair Powell Speech and PCE Inflation data will be the most closely followed.

2) Global equities 'sell signal' has been triggered for the third month straight. Institutional investors say the equity market is overvalued.

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