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Federal Reserve News 29 September 2025 - 16 October 2025

Bull Run or Bubble? Investors Eye New Highs as EUR/USD Rallies and Fed Prepares Cuts

Bull Run or Bubble? Investors Eye New Highs as EUR/USD Rallies and Fed Prepares Cuts

Global markets were buoyed this week by better-than-feared news on several fronts. After a rough September, U.S. bank earnings beat estimates: Morgan Stanley and Bank of America both delivered upside surprises, which helped calm trade-war jitters reuters.com. European stocks likewise rallied, led by luxury companies: LVMH reported positive third-quarter sales and its shares surged as much as 14%, the biggest one-day rise since 2001 reuters.com reuters.com. European indices (Stoxx 600, FTSEurofirst 300) closed higher by ~0.6% reuters.com. As Stefan Bauknecht of DWS observes, the luxury data “surprised investors positively and are likely to keep the sector’s share price momentum alive”
16 October 2025
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Bond Bombshell: Powell’s Dovish Tone Sends Treasury Yields Plunging – 2-Year Notes at 2022 Lows

Bond Bombshell: Powell’s Dovish Tone Sends Treasury Yields Plunging – 2-Year Notes at 2022 Lows

Fed’s Dovish Signal Drives Rally After Fed Chair Jerome Powell’s Oct 14 speech to business economists in Philadelphia, U.S. bond markets surged. Powell confirmed the Fed’s intent to proceed “meeting-by-meeting” with policy cuts and suggested the central bank may halt its $40 billion/month balance-sheet runoff soon reuters.com swissinfo.ch. His message – a familiar but balanced tone – calmed traders. 10-year Treasury yields plunged from about 4.1% into the low 4.0% range reuters.com swissinfo.ch, while 2-year yields dropped even more on expectations of aggressive rate easing. Economists note that Powell emphasized weak hiring, not inflation, as a growing risk. He said layoffs
15 October 2025
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Powell’s High-Stakes Speech Spurs Markets – Fed Signals More Rate Cuts in 2025

Powell’s High-Stakes Speech Spurs Markets – Fed Signals More Rate Cuts in 2025

Sources: Fed Chair Powell NABE speech coverage (CNBC/WSJ/AP) apnews.com reuters.com; Reuters analysis of Fed outlook and expert quotes reuters.com reuters.com; Associated Press report on Powell’s remarks and Fed policy shift apnews.com apnews.com; Dow Jones Market summary and global market reaction fastbull.com reuters.com; TS² TechStock news digest on Fed and market trends ts2.tech ts2.tech.
14 October 2025
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Powell’s High-Stakes Balancing Act: Fed’s Dilemma Sparks Market Turmoil and Record Highs

Powell’s High-Stakes Balancing Act: Fed’s Dilemma Sparks Market Turmoil and Record Highs

Fed’s Balancing Act: Growth vs. Inflation In his remarks, Powell emphasized the unusual mix of a robust economy (above-trend GDP growth and surging productivity) alongside persistent inflationary pressures. Federal Reserve economists now face “a duel” of forces – big fiscal and trade shock versus a tech/AI-driven boom – as EY’s Gregory Daco puts it reuters.com. Fed Governor Christopher Waller bluntly noted the contradiction: “You can’t have negative job growth and 4% GDP growth” reuters.com. In other words, either hiring must rebound to match output, or growth will slow. This tension has shaped policy: the Fed’s Sept. rate cut was portrayed
14 October 2025
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Stocks Surge as Trump Eases China Tariff Threats – Fed Rate-Cut Hopes Ignite Rally

Stocks Surge as Trump Eases China Tariff Threats – Fed Rate-Cut Hopes Ignite Rally

U.S. stock futures roared higher Monday as traders seized on softer trade rhetoric. Trump had threatened on Friday “massive” new tariffs on China, briefly sparking the Nasdaq’s worst single-day drop in months investopedia.com. He warned of 100% levies and cutting a summit with China’s Xi Jinping, which sent Friday’s S&P 500 down 2.7% and Nasdaq down 3.6% investopedia.com. But over the weekend Trump posted on Truth Social that “it will all be fine” with China and the U.S. did not want to “hurt” its economy investopedia.com. This reprieve calmed markets. Dow futures added +1.0%, S&P futures +1.3%, Nasdaq +1.9% by
13 October 2025
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Massive Moves: Record Deals, FDA Wins & Crypto Mania Propel Top Stock Gainers (Sep 29, 2025)

Record Rally Stalls as Fed Cut Bets Soar and Earnings Loom

Rally Pauses After New Highs as Market Seeks Direction After a streak of record-setting gains, Wall Street’s rally took a breather heading into the weekend. On Wednesday the S&P 500 and Nasdaq notched all-time closing highs, but Thursday saw a mild pullback across major indices nasdaq.com. The S&P 500 dipped about 0.3% Thursday (to ~6,735), the Dow fell 0.5%, and the Nasdaq Composite slipped 0.1% econotimes.com, pausing a record-breaking tech-driven surge. High-flying semiconductor and AI stocks led the dip – for instance, Dell Technologies tumbled -5% and Micron -2% amid profit-taking nicoop.com. Even with that consolidation, the uptrend remains intact: the S&P and Nasdaq are
10 October 2025
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Powell’s Next Move Could Make or Break 2025’s Record Stock Rally

Powell’s Next Move Could Make or Break 2025’s Record Stock Rally

Record Highs Amid a Tech-Fueled Rally Wall Street’s momentum in 2025 is undeniable – and increasingly historic. Stocks have been on a tear, repeatedly smashing records. After seven consecutive daily gains to start October, the market took only a brief pause before charging higher again. On October 8, the S&P 500 and Nasdaq Composite clinched fresh all-time highs (around 6,754 and 23,043 respectively) ts2.tech. These milestones extend what has already been a remarkable year; the S&P is up roughly 18% year-to-date, with the Nasdaq not far behind ts2.tech. Even the blue-chip Dow Jones Industrial Average, while slightly lagging, is near
9 October 2025
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AI Frenzy Fuels Record Wall St Rally as Shutdown Drags On – Key Market News (Oct 6-7, 2025)

Nasdaq Futures Slip After AI-Fueled Record Rally – Fed Cuts, Shutdown Drama & Tech Frenzy Drive Wall Street Surge

Wall Street Hits Records Despite Shutdown Gridlock Wall Street’s latest milestone comes against an unlikely backdrop: a U.S. government shutdown stretching into its second week. Yet stock investors have largely shrugged off Washington’s stalemate, focusing instead on favorable economic undercurrents. On Monday, the Nasdaq Composite climbed +0.71% to 22,941.67, and the S&P 500 rose +0.36% to 6,740.28 – both record closing highs – even as the federal government remained partially closed reuters.com reuters.com. The Dow Jones Industrial Average lagged, slipping 0.14%, but that modest dip didn’t derail what has been a robust multi-day rally. In fact, eight of the past
7 October 2025
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Dow Soars to Record as Fed Cut Fever Grips Wall Street – Nasdaq Sags on Tech Slide – US Stock Market Today

Dow Soars to Record as Fed Cut Fever Grips Wall Street – Nasdaq Sags on Tech Slide – US Stock Market Today

Wall Street Rally Hits New Highs – With a Twist U.S. stocks extended their autumn rally on Friday as investors doubled down on hopes that the Federal Reserve’s rate-hiking cycle is finally reversing course. The Dow Jones Industrial Average jumped nearly three-quarters of a percent to finish above 46,800 – its first-ever close above the 46,000 mark – and the S&P 500 notched a modest gain to end at 6,727, also a record high close reuters.com. In fact, both the Dow and S&P set all-time intraday highs during the session investopedia.com, capping what has been a stellar week. This strength
3 October 2025
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Gold Price Surges Past $3,800; Silver Nears 14-Year High on Fed-Cut and Shutdown Fears

Gold Price Surges Past $3,800; Silver Nears 14-Year High on Fed-Cut and Shutdown Fears

Gold and silver continue to ride a historic rally as investors seek safe assets amid uncertainty. By early Sept 30, spot gold hovered around $3,800/oz, having eased off record highs hit earlier in the week reuters.com reuters.com. U.S. gold futures (December delivery) traded near $3,828 reuters.com. The metal’s surge accelerated on Sept 29 – gold briefly spiked to $3,833.37/oz (a new all-time intraday high) reuters.com before a slight pullback. Silver also climbed sharply, reaching about $46.85/oz on Sept 29 (its strongest level in over 14 years) reuters.com and remaining near the mid-$40s the next day reuters.com. Platinum touched a 12-year
30 September 2025
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Nasdaq Sizzles on Tech Mania as Shutdown and Fed Drama Unfold – Will the Rally Last?

Nasdaq Sizzles on Tech Mania as Shutdown and Fed Drama Unfold – Will the Rally Last?

Market Snapshot: Rebound After Late-Week Dip Last week ended with Nasdaq near recent highs but under pressure from rotating profit-taking. On Thursday (Sept. 26), the Nasdaq Composite fell 0.5% (to 22,384.70) nasdaq.com amid “growing concerns over the record-high valuations of AI and tech stocks” nasdaq.com. Firms like Oracle (down ~5.6%) and Tesla (~–4.4%) led the declines as investors questioned whether the AI investment spree was priced in nasdaq.com. By Friday, buyers returned: major indexes all finished modestly higher, leaving Nasdaq up ~0.4% on the day reuters.com. Looking ahead to Monday, U.S. stock index futures were firmly higher. Reuters reported S&P
29 September 2025
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