Weekly Market Recap: September 15-21, 2025
US stocks rise after Fed rate cut last week, as investors digested new economic data. The NAS100 rose 2.2%, followed by the SPX500 up 1.2% and the US30 increased 1.0%. Global stocks, measured by the MSCI EAFE, mostly stayed flat.
The 10-year Treasury yield moved up slightly to 4.13%, while oil slipped 0.5% to $62.36. Bonds fell a little as investors remained cautious ahead of central bank updates.
Equity Markets
- NAS100: rose 2.2% to 22,141, led by strong tech momentum.
- SPX500: climbed 1.2% to 6,669, showing broad gains across sectors.
- US30: up 1.0% to 45,834, bouncing back from earlier weakness.
- Global Stocks (MSCI EAFE): stayed flat at 0.0%
- 10-Year US Treasury Yield: nudged up slightly to 4.13%
- Oil: fell slightly to $62.36
- Bonds: down 0.2%
US stocks rose last week, while global markets were mostly steady.
Macroeconomics
The big story was the Fed. They cut interest rates by 0.25% to 4.25%, as expected. Fed Chair Powell said they would be cautious because inflation is still high but the economy is slowing.
US retail sales were stronger than expected, rising 0.6% in August, showing people are still spending. Housing starts were lower than expected at 1.307 million.
In Canada, inflation slowed to 1.9%, and the Bank of Canada cut rates from 2.75% to 2.5%. In the UK, unemployment stayed at 4.7% and the Bank of England kept rates at 4.0%. Germany’s business confidence improved, while Japan’s trade deficit grew and inflation fell to 2.7%.
China’s retail sales and industrial production were weaker than expected, showing demand is still low despite government efforts to support the economy
Crypto Markets
Crypto was mostly steady this week.
- Bitcoin (BTCUSD): stayed around $115,300, barely changing from last week.
- Ethereum (ETHUSD): fell to $4,447, losing some ground even though stock markets were doing well.
Earnings
There were no big earnings reports last week, so economic data was the main focus. Traders will look at upcoming Q3 earnings next week.
Global Markets
Most central banks stayed the same. Japan kept rates at 0.5% and the UK stayed at 4.0%. Investors are waiting for October inflation reports to see if any changes might come.
Conclusion
Overall, US stocks rise after Fed rate cut, showing investors reacted positively to the move. Crypto showed some weakness especially Ethereum. With earnings season starting soon and the economy still uncertain, traders are watching closely as the year moves toward the last quarter.
Disclaimer: This content is for informational purposes only and is not financial advice.
