LIVE Dow Opens Up as Market Focuses on the Fed Last Updated: 52 min ago Stocks Open Higher. Markets Are Looking for a Fed Rate Cut. By Connor Smith Stocks opened higher on Monday as Wall Street looked ahead to Wednesday's Federal Open Market Committee interest-rate decision. The Dow Jones Industrial Average rose 100 points, or 0.2%. The S&P 500 was up 0.4%. The Nasdaq Composite was up 0.4%. The yield on the 2-year Treasury note was down to 3.54%. The 10-year yield was down to 4.04%. Topics Memberships Subsc ...

Market Overview - Wall Street showed positive performance despite negative economic indicators, with the S&P 500 gaining 1.6%, Dow Jones up 0.9%, and Nasdaq Composite surging 2% [2] - Corporate strength remained resilient, with a strong IPO market and ongoing tech boom driven by AI enthusiasm [1] Consumer Sentiment - The University of Michigan's preliminary Survey of Consumers indicated a decline in overall sentiment to 55.4 in September, a 4.8% decrease from the previous month and a 21% drop year-over-year, marking the lowest level since May [3] - The Index of Consumer Expectations fell by 7.3% sequentially and 30.4% annually to 51.8 in September, while Current Economic Conditions slipped 0.8% month-on-month and 3.3% year-over-year to 61.2 [4] Inflation Data - The U.S. annual inflation rate rose to 2.9% in August 2025, the highest since January, with a monthly CPI increase of 0.4%, driven by rising gasoline and food prices [5] - Core inflation remained steady at 3.1%, with a monthly increase of 0.3% [6] Employment Data - The U.S. economy added 22,000 jobs in August 2025, significantly lower than the revised 79,000 in July and below market expectations of 75,000 [7] - Job growth was primarily in health care and social assistance, while wholesale trade and manufacturing experienced job losses [8] Federal Reserve Rate Expectations - There is a 93.4% probability of a 25-basis point rate cut in the upcoming September meeting, with a 6.6% chance of a 50-basis point cut [9] IPO Market Activity - Six companies went public in a five-day period, each raising over $100 million, a notable achievement not seen since November 2021 [10] - Recent IPOs included companies like Gemini Space Station, Black Rock Coffee Bar, and Klarna [11] Top-Performing Leveraged ETFs - Defiance Daily Target 2X Long IONQ ETF and GraniteShares 2x Long IONQ Daily ETF both increased by 69.9%, with IonQ shares gaining over 32% [13] - Tradr 2X Long RGTI Daily ETF rose by 55.7%, while Rigetti Computing shares jumped 25% [14] - CoreWeave saw a 53.5% increase in its leveraged ETF, with shares rising 26.2% [15] - Oracle's shares gained 22% following positive guidance, reflected in a 44.8% increase in its leveraged ETF [16] - Micron's shares rose by 20.4%, benefiting from its position in the AI-driven memory and storage markets, with its leveraged ETF up 42% [17]

Core Insights - Dean Popplewell has nearly two decades of experience in trading currencies and fixed income instruments, showcasing a strong background in market fundamentals and global events' impact on capital markets [1] - He is recognized among professional traders for his skilled analysis and has held significant positions, including global head of trading at Scotia Capital and BMO Nesbitt Burns [1] - Since joining OANDA in 2006, he has been pivotal in promoting the forex market as an emerging asset class for retail investors and has provided expert advice to internal teams on client service and industry stakeholder engagement [1]

Consumer Spending Trends - Consumer sentiment has dropped in September as Americans express concerns about job market risks and tariffs, leading to cautious spending habits [2][12] - There is a bifurcation in consumer spending, with high-income consumers continuing to spend while low-income consumers are under pressure, focusing more on needs than wants [5][6][10] - Retailers catering to value-oriented consumers, such as dollar stores and off-price retailers, are performing well, while discretionary retail is experiencing weakness [8][9] Retail Sector Insights - Retail visits increased in July and August, driven by promotional events like Prime Day and back-to-school sales, but the overall consumer remains promotional-driven and cautious [11][12] - Specialty grocery and fresh format groceries are benefiting from high-end consumer spending, while casual dining is also performing well, particularly for brands like Chili's [10][19] - The retail landscape is characterized by a divide between value-oriented and discretionary retailers, with the former capturing market share [7][9] Restaurant Industry Dynamics - Quick service restaurants (QSR) are facing challenges as lower-income consumers trade down to value grocers and convenience stores due to inflation [16][17] - QSRs are responding with increased promotional activities to attract customers, while casual dining establishments are seeing success by retaining customers and increasing visit frequency [18][19] - The restaurant sector is adapting to consumer preferences, with a focus on value and experience to maintain customer loyalty [20][52] Black Rock Coffee Bar IPO - Black Rock Coffee Bar made its public debut on the NASDAQ with shares opening around $26.50, aiming to expand from 158 locations to about 1,000 by 2035 [38][41] - The company emphasizes a unique model that combines drive-thru convenience with a lobby experience, focusing on customer engagement through baristas [39][40] - Despite rising coffee prices, Black Rock Coffee Bar has managed to keep prices consistent by sourcing beans from multiple countries and adjusting supply chains [44][46]

Market Overview - The U.S. stock market opened with mixed results, with the Nasdaq up by 0.11%, while the S&P 500 and Dow were down by 0.05% and 0.13% respectively, and the Russell 2000 saw a decline of 0.36% [3][7] - Stocks are looking to continue a week-long rally, supported by economic data indicating a likely 25 basis point rate cut by the Federal Reserve in the upcoming policy meeting [8] Consumer Sentiment - The University of Michigan Consumer Sentiment Index for September came in at 55.4, down from 58.2 the previous month, indicating a decline in consumer confidence [2] - Inflation expectations have risen, while future expectations have significantly dipped, despite a slight increase in current conditions [2] Economic Data and Earnings - The only major economic report for the day is the Preliminary Michigan Consumer Sentiment data, expected to show little change month-over-month [5] - JinkoSolar (JKS) is the only notable earnings report scheduled for today, with a market cap exceeding $1 billion [5] IPOs - Two significant IPOs are set for today: Gemini Space Station (GEMI), a crypto exchange, and Via Transportation (VIA), a public transit contractor [4]

TRENDING: America's Most Trusted Financial Companies Oracle (ORCL) skyrocketed on a huge cloud backlog, giving a lift to AI stocks broadly. Taiwan Semiconductor (TSM) sales and a huge Nebius (NBIS) contract with Microsoft (MSFT) also bolstered AI optimism. Inflation reports and other economic data reinforced expectations of a quarter-point Fed rate cut next week. Apple (AAPL) fell solidly as its iPhone 17 event held few surprises.… Related news 9/12/2025The Dow Jones index fell Friday ahead of a key inflati ...

We want to uh break down the numbers a little bit further here. Joining us now to discuss in more detail, we've got Joe Bruceuelis, RSM chief economist, Colin Martin, Schwab, Center for Financial Research, fixed income strategist, and Claudia S, New Century Advisors chief economist. Guys, I've just now opened up the uh the components to try and to go through and see where we saw some increases.I'm ass sure you guys are all doing the same in real time. Um Joe, I'm going to go to you first. I see you looking ...

So I bring in Kevin Hanks, co-host of Fast Market, live at the CBOE and we have an inline CPI print. The jobless claims obviously for firsttime claims highest in four years. We have a lot to discuss.So let's start with some of the inflation story after the PPI yesterday and CPI today. Good morning Kevin. Good morning Nicole.Yes. Uh CPI comes out uh the pretty much in most case in line with consensus expectations. The CPI month- over-month headline up 0.4% that's a tenth better than expected.The actual numbe ...

LIVE Dow Hits New High as Stocks Stage a Broad Rally Last Updated: Updated 38 min ago Fresh signs of a slowing jobs market spurred a rally in the bond market, while a relatively benign inflation report has kept stocks trending higher this morning. The Dow rose 445 points, or 1%, on pace for its fourth record close of the year. The S&P 500 rose 0.5%, while the Nasdaq was up 0.4%. Both indexes closed at their all-time highs yesterday. Meanwhile, Treasuries are also rallying, with the 10-year yield lower by 0. ...

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