To The Moon

U.S. stocks started the week the same way they ended the last one, at record highs.

• Dow Jones Industrial Average: +0.14% to 46,381.54

• $S&P 500(.SPX)$ : +0.44% to 6,693.75

• $NASDAQ(.IXIC)$ : +0.70% to 22,788.98

Stocks

That marked the Dow’s 7th record close of 2025, the S&P 500’s 28th, and the Nasdaq’s 29th. The “everything rally” extended beyond equities, with gold hitting a new high and bonds and cryptocurrencies strengthening as well.

Eyes on Inflation and Housing

Markets are largely moving on anticipation this week. The PCE Price Index, the Fed’s preferred inflation measure, lands Friday. Last week’s quarter-point rate cut helped ease pressure, but sticky inflation could limit how many cuts are still to come.

Housing data could also grab attention. The Census Bureau reports new home sales Wednesday, and the NAR releases existing-home sales Thursday. Speculation is swirling that the White House could soon declare a national housing emergency.

Argentina in Focus

Beyond U.S. data, the Argentine debt crisis is drawing Washington’s attention. Treasury Secretary Scott Bessent hinted at possible U.S. intervention, saying “all options are on the table” to support President Javier Milei’s government. He and President Donald Trump are scheduled to meet with Milei Tuesday in New York during the U.N. General Assembly.

Skeptics note that IMF lending often delays problems rather than solving them, and any U.S. support could risk history repeating itself.

🔥 Movers of the Day

• Hot Stock: $Teradyne(TER)$ +12.8%

• Biggest Loser: Kenvue -7.5%

• Best Sector: $Technology Select Sector SPDR Fund(XLK)$ +1.3%

• Worst Sector: $Consumer Staples Select Sector SPDR Fund(XLP)$ -1.8%

The Week Ahead

• Tuesday: AutoZone, $Micron Technology(MU)$ earnings; S&P Global’s Manufacturing & Services PMIs.

• Wednesday: New home sales.

• Thursday: Existing-home sales.

• Friday: PCE Price Index (Fed’s key inflation gauge).

Conclusion

September is notorious for volatility, but so far, markets have defied the pattern. With stocks, metals, bonds, all rallying, optimism remains strong. Still, Friday’s PCE report looms as a potential spoiler, one that could test whether the “everything rally” still has room to run…

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This summary is for informational purposes only and does not constitute financial advice. Investors should conduct their own research before making investment decisions.