This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team:
Quarter-End Market Update, Sept 30, 2025
Markets continued their upward climb in September, with U.S. stocks reaching new record highs despite the month’s historically weak reputation. Falling interest rates and stronger-than-expected earnings helped fuel the rally, while economic data showed steady growth. Although some risks remain, the overall tone was optimistic heading into the final quarter of the year.
Click here to read the full quarterly market report published September 30, 2025.
Weekly Market Navigator, Sept 29, 2025
U.S. equities pulled back after a multiweek rally, with late-week gains trimming losses as traders weighed resilient growth data against mixed Federal Reserve (Fed) signals and new tariff headlines. Treasuries weakened and the yield curve flattened on tepid auction demand and reduced bets for aggressive rate cuts. Credit spreads stayed tight despite rising geopolitical tensions.
Click here to read the full weekly market navigator published September 29 2025.
Weekly Market Navigator, Sept 22, 2025
U.S. equities climbed as AI enthusiasm and strong corporate guidance lifted mega-cap technology and semiconductor stocks, with Nvidia and Alphabet leading the way. Retail sales beat expectations and jobless claims fell, easing stagflation concerns. Treasuries sold off and the yield curve steepened as stronger data tempered aggressive Federal Reserve (Fed) rate cut bets.
Click here to read the full weekly market navigator published September 22, 2025.
Weekly Market Navigator, Sept 8, 2025
U.S. equities were mixed; the S&P 500 Index and Nasdaq Composite Index finished higher but the Dow Jones Industrial Average slipped. Tech and small-caps outperformed, whereas energy and utilities lagged. Treasuries rallied as weak labor data and rising jobless claims fueled demand. September rate cut expectations strengthened despite tariff uncertainty.
Click here to read the full weekly market navigator published September 8, 2025.
Weekly Market Navigator, Sept 2, 2025
U.S. equities were mostly lower. Small-caps and cyclical groups outperformed but defensive stocks lagged. Retail earnings pointed to resilient consumer spending at the higher end, but tariff headwinds and Federal Reserve (Fed) independence concerns pressured sentiment. Treasuries were mixed, with the yield curve steepening, as expectations for a rate cut this month remained intact.
Click here to read the full weekly market navigator published September 2, 2025.
Month-End Market Update, August 31, 2025
August was another strong month for markets, with major U.S. stock indices reaching new highs despite some early volatility. Investor optimism was fueled by solid corporate earnings, falling interest rates, and growing expectations for a Federal Reserve rate cut in September. While economic data showed some signs of slowing—particularly in the labor market—overall market fundamentals remained supportive as summer comes to a close.
Click here to read the full monthly market report published August 31, 2025.