3 Things That Will Move the Markets Today – 09/04/2025

Tech rebound cheers markets, Fed signals softer tone on economy, and gold continues record run as bond stress persists.

9/4/20251 min read

1. Tech Stocks Lead Market Rebound

Wall Street snapped back today with tech firms like Alphabet and Apple rallying—thanks in part to a favorable antitrust ruling for Alphabet. The Nasdaq gained over 1%, pushing broader indices higher and restoring some investor confidence after recent bond-induced volatility.

2. Fed Signals Shift Toward Economic Caution

Federal Reserve officials, including Governor Waller, are dialing down talk of inflation concern and instead focusing on risks to growth. Slowing labor market data further strengthens the belief that rate cuts may be on the table sooner than expected.

3. Gold Hits Record Highs Amid Ongoing Bond Market Turmoil

Global bond yields remain elevated, yet despite the risk-off sentiment, gold continues its rally—fueled by safe-haven demand. Prices climbed to all-time highs, underscoring its role as a haven amid macroeconomic uncertainty.

🐝QUICK TAKE (Buzz Summary)

Tech leads recovery, Fed hints at slowdown, gold surges amid bond market stress.