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09/09/2025

Navigating the Highs: August Momentum Meets September’s Market Crosswinds

Market and Economic Update - Strong earnings and Fed optimism lifted stocks, but autumn may bring seasonal volatility Stock markets reached new record highs in August, and bonds also helped investor portfolios. This happened even though there were concerns about tariffs, the Federal Reserve (Fed), and technology companies. Early in the month, new U.S. tariffs started affecting most major trading partners after a 90-day waiting period ended. Later, a federal court ruled that these “reciprocal tariffs” are illegal, which could lead to a Supreme Court case. Markets dropped in the middle of the month because investors worried the Fed might keep interest rates high to fight inflation. Recent inflation reports showed that companies are starting to charge consumers more because of tariff costs. But markets recovered quickly thanks to better-than-expected company earnings and growing confidence that the Fed will lower rates in September.
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