Weekly Market Commentary 9-22-2025

“Fed’s First Rate Cut and Labor Market”
See what we have to say about the following:

 

 

 

• Fed’s First Rate Cut and Labor Market:
  The Federal Reserve cut rates for the first time this year, responding to weaker-than-expected job growth and persistent inflation.

 

• Market vs. Fed Rate Expectations:
  Markets anticipate a much faster pace of rate cuts than the Fed’s official projections, increasing the risk of volatility.

 

• Housing Market and Mortgage Rates:
  Mortgage rates remain high due to long-term Treasury yields and limited housing supply, keeping affordability near record lows.

 

• STAAC Commentary:
  STAAC maintains a neutral stance on equities and bonds, favoring growth sectors and advising investors to prepare for volatility.