The S&P 500 hit a new all-time high on September 11, fueled by optimism around potential interest rate cuts despite persistent inflation and labor market pressures. With rate reductions anticipated later this year, investors remain focused on economic data that could shape future monetary policy and market performance.

U.S. equity markets remain near record highs, even as softer economic data emerges. Signs of a weakening labor market have strengthened expectations for Fed rate cuts—fueling optimism in risk assets. Yet, that same softness also raises concerns about a downturn in the economy.

This week on 7 Market Movers, Gary Quinzel discusses three key market movers: slowing economic growth, expended Fed rate cuts, and cautiously optimistic investor sentiment.

Federal Reserve Chair Jerome Powell’s openness to a September rate cut energized markets, sending equities higher. The Bureau of Economic Analysis also revised Q2 GDP growth upward to 3.3%, fueled by stronger consumer spending. Earnings from companies like Nvidia, JPMorgan, and Boeing further supported gains, with both tech and value stocks showing strength.

What are tariffs, what is a tariff war, and how do tariffs affect everyday expenses? Get answers here, including ideas for how to respond.

In the August 2025 edition of “Markets Monthly: Strategies & Perspectives,” Wealth Enhancement investment specialists provide market updates and economic insights.