This week’s markets were driven by the Fed’s first interest rate cut of 2025 and progress on a deal to shift TikTok’s U.S. ownership away from ByteDance. Bonus content: a look at triple witching, its impact on volatility, and the market weakness that often follows.

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This week’s markets were shaped by mixed inflation signals, Oracle’s explosive earnings, and growing evidence of an economic slowdown.

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A review of the key stories of the week: August jobs numbers, global long term interest rate spike, tariff ruling and a look ahead to next week's key inflation reports. Also, an added bonus: comparing the current AI boom to the 1990s technology super cycle and potential lessons to consider.

Just a little over the 5 minute mark this time!

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Nvidia earnings and stable, but higher than target, inflation readings drove the markets this week; up ahead is the all important unemployment data as we get into a historically rocky time for markets in September and October.

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