9-11-2025: AI Surge, Labor Softness + Fed in Focus
Market Storylines
•
6m 33s
Eric Criscuolo, Market Strategist at the NYSE, recaps a week of mixed equity performance, with AI and semiconductor stocks leading while Apple lagged. Labor data revisions and rising jobless claims signaled a softer job market, raising Fed policy questions. Inflation data was mixed, with PPI cooling but CPI still elevated. Commodities saw a major copper merger and modest oil gains. Criscuolo flags next week’s Fed decision and Powell’s press conference as key market drivers.
Up Next in Market Storylines
-
9-4-2025: Tariffs in Focus + Jobs Dat...
Michael Reinking, Senior Market Strategist for the NYSE, recaps a choppy week driven by tariff uncertainty, tech earnings misses, and focus on the upcoming jobs report. He notes August ended strong for small and mid-caps, but September’s seasonal weakness and rising global yields remain risks. La...
-
8-29-2025: Word of the Week... Indepe...
Michael Reinking, Senior Market Strategist for the NYSE, recaps a busy week following Fed Chair Powell’s dovish Jackson Hole remarks, which fueled a market rally and left the door open for a September rate cut. He highlights political drama around Fed independence, the U.S. taking stakes in Intel...
-
8-22-2025: Powell at Jackson Hole + T...
Eric Criscuolo, Market Strategist for the NYSE, breaks down a week dominated by anticipation for Fed Chair Powell’s Jackson Hole speech. He highlights muted market action early in the week, followed by a sharp rotation out of mega-cap tech, AI, and crypto-related equities into lagging sectors. He...
