Ep41: Record Nasdaq & Renewed Hope: A Quiet Pre-Inflation Rally — September 8th, 2025

Markets began the week on a positive note as optimism around Fed rate cuts and softening yields lifted investor sentiment. The S&P 500 gained 0.2% to 6,495.15, the Dow climbed 114 points to 45,514.95, and the Nasdaq set a fresh record at 21,798.70, with small caps also edging higher. Corporate highlights included Robinhood and AppLovin surging on their S&P 500 additions, and EchoStar jumping nearly 20% after announcing a $17 billion spectrum deal with SpaceX, even as telecom peers like Verizon and AT&T slipped. Overseas, Asian markets opened stronger, supported by Japan’s GDP outlook and political news, while Europe traded modestly higher on rate optimism. In commodities, gold extended gains and Treasuries rallied, with 10-year yields falling, while oil eased slightly on demand concerns. Bitcoin held above $110,000, steady in its rhythm alongside equities. In this episode, we walk calmly through the numbers, sector stories, and macro whispers that frame the week ahead, as investors await key inflation data.