Market Analysis

September, 2025

  • 19 September 2025 9:56 pm

    Stephen Miran Bets Immigration Crackdowns Will Tame Inflation

    When Stephen Miran, the freshly sworn-in Federal Reserve Board of Governors member, outed himself as the outlier in the latest Summary of Economic Projections, it wasn’t just a quirky footnote. Sworn in mere hours before the Federal Open Market Committee meeting on September 17, 2025, Miran cast the sole vote …

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  • 19 September 2025 8:45 pm

    Pound Pressure Persists: GBP/USD Dips to 1.3476 Amid Diverging Central Bank Paths

    The British Pound extended its slide against the US Dollar on Friday, September 19, 2025, with the GBP/USD pair—affectionately known as “The Cable”—closing at 1.34761, reflecting a sharp 0.58% daily decline or -0.00784 points from the previous close of 1.35545. Trading within a day’s range of 1.34628 to 1.35594, the …

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  • 19 September 2025 7:31 pm

    USD Recent Rebound Could be Just a False Dawn Amid Fed Easing

    The US Dollar staged a subtle comeback on September 18 and 19, 2025, with the DXY index climbing 0.49% to close at 97.35 on the first day and adding another 0.23% to reach 97.5750 on the second. This uptick followed the Federal Reserve’s 25 basis point rate cut on September …

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  • 19 September 2025 3:10 pm

    U.S. Stock Futures Steady as Markets Digest Fed Rate Cut

    Market OverviewU.S. stock index futures were little changed on Friday, stabilizing near record highs as traders absorbed the Federal Reserve’s first rate cut since December. At 06:00 ET (10:00 GMT), Dow Jones Futures added 10 points (0.1%), S&P 500 Futures rose 3 points (0.1%), and Nasdaq 100 Futures climbed 6 …

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  • 19 September 2025 1:07 pm

    Gold Holds Firm After Fed Rate Cut Despite Dollar Rebound

    Market OverviewGold prices traded modestly higher in Asian trading on Friday, remaining close to record peaks and on track for a fifth straight weekly gain. Spot gold rose 0.2% to $3,650.14 per ounce, while U.S. gold futures for December delivery added 0.2% to $3,683.70. The metal had touched a historic …

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  • 19 September 2025 12:05 pm

    Bitcoin Slips as Rally Momentum Fades, BOJ Adds Hawkish Tone

    Bitcoin PricesBitcoin slipped slightly on Friday, falling 0.3% to $116,879.6 by 01:43 ET (05:43 GMT), trimming gains after a recent rally driven by optimism over U.S. interest rate cuts. Despite the decline, the token was still set for a weekly gain of 0.9%. Corporate buying—most notably from major treasury holders—did …

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  • 19 September 2025 10:20 am

    Bank of Japan Holds Rates Steady, Moves Toward Asset Unwinding

    BoJ

    The Bank of Japan (BOJ) kept its benchmark interest rate unchanged at 0.5% on Friday, aligning with market forecasts, as policymakers weighed political uncertainty at home and the broader impact of U.S. trade tariffs on Japan’s economy. The decision came by a 7-2 majority, with board members Takata Hajime and …

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  • 19 September 2025 9:52 am

    Asian Stocks Hold Gains as BOJ Flags Policy Shift

    Asian equities were set for weekly gains on Friday, supported by hopes of further rate cuts worldwide, though Japan’s Nikkei retreated after the Bank of Japan (BOJ) hinted at further unwinding of its ultra-loose monetary policy. BOJ Shifts Tone, Markets React The BOJ held short-term rates at 0.5%, but two …

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  • 19 September 2025 1:13 am

    US Stock Market Cheers Fed’s Pivot, but Cracks Lurk Beneath the Surface

    The Federal Reserve’s latest move has Wall Street buzzing, with the Dow Jones Industrial Average nudging toward 46,200 on Thursday, September 18, after a choppy open. That’s a fresh record, up nearly 0.8% for the week and 1.5% so far in September, putting it on track for a fifth straight …

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  • 19 September 2025 12:30 am

    Bitcoin Holds Steady, Eyes Long-Term Gains After Fed’s Rate Cut

    On September 17, 2025, the Federal Reserve cut interest rates by 0.25% to 4%-4.25%, a move Chair Jerome Powell called a “risk management cut” amid cooling inflation (2.9% in August) and a softening jobs market (22,000 nonfarm payrolls). Markets, having anticipated this, showed mixed reactions.Bitcoin’s ResponseBitcoin, trading at $117,417 on …

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  • 18 September 2025 11:22 pm

    Fed’s Measured Rate Cuts Meant to Keep US Economy on Track Amid Rising Risks

    The Federal Reserve’s recent decision to trim interest rates by a quarter percentage point marks a pivotal shift in monetary policy, responding to signs of a cooling labor market while inflation lingers above target. This move, lowering the benchmark rate to a 4.00%-4.25% range, underscores a delicate balancing act. With …

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  • 18 September 2025 10:52 pm

    S&P 500 Heavyweight Lennar’s Earnings Plunge Puts Rate Cuts to the Test

    Federal Reserve rate cuts are seen as a potential lifeline for the struggling housing market, with a recent 50 basis-point slash aiming to lower mortgage rates and stimulate demand. Homebuilder Lennar’s grim earnings report, projecting a 49% profit drop, underscores the sector’s pain. While lower rates could ease monthly payments …

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  • 18 September 2025 10:13 pm

    Pound Sterling Dips Post BoE’s Rate Decision

    The British pound slipped 0.46% to 1.35605 against the dollar on September 18, 2025, retreating from a daily high of 1.36607, even as the Federal Reserve kicked off its 2025 easing cycle with a 25-basis-point rate cut. The Bank of England’s decision to hold rates at 4% and trim Quantitative …

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