This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil might find support after recent weakness. We also preview next week’s CPI and PPI releases, discuss why inflation remains above the Fed’s 2% target, and outline positioning ideas for a volatile September–October stretch. Plus, sectors we currently favor—financials and health care—and a reminder to use pullbacks to rebalance toward quality.

This week’s market briefing reviews the latest performance numbers and developments. The Dow gained 1.7%, the S&P is up more than 9% year to date, and small caps showed strength. A higher-than-expected Producer Price Index raised concerns about inflation, while attention now shifts to the Fed’s September meeting. David Hollander discusses the three factors influencing today’s market: inflation, Fed policy, and corporate earnings. The update also covers crypto as Bitcoin approaches new highs, ETFs expand, and global regulations evolve.

In this week’s Protect Your Assets Market Briefing, David Hollander examines key stock market trends for 2025, including a steepening yield curve, strong corporate earnings, and the potential impact of upcoming Fed rate cuts. Learn which sectors (like banks, small caps, utilities, and REITs) could benefit, and why consumer discretionary, financial services, and health care remain worth watching. Plus, explore bond strategies for a changing interest rate environment.

Markets declined this week amid downward revisions in job data and growing tariff concerns. David Hollander shares his stock market outlook, discusses the potential for interest rate cuts, and examines whether investor enthusiasm for AI is showing signs of strain. Get a perspective on current market conditions and the signals some are watching closely.

Markets have been trending upward as summer begins, supported by strong corporate earnings, steady consumer spending, and optimism around trade. In this Protect Your Assets market briefing, David Hollander looks at key indicators for growth, why the economy appears resilient for now, and the factors that could influence volatility in the months ahead.

He also discusses the recent return of speculative trading, upcoming Federal Reserve discussions, and how new legislation is shaping the future of stablecoins and digital assets.