To The Moon

Overall Markets

Global equity markets closed broadly higher on September 30, 2025, as investors digested President Trump’s latest tariff actions and braced for a looming US government shutdown. Despite political noise, optimism over potential Fed rate cuts and resilient inflation data helped lift sentiment across major regions.

US Markets – Modest Gains Despite Political Headwinds

US stocks ended in positive territory, with the Dow Jones $DJIA(.DJI)$  rising 81.82 points to 46,397.89 (+0.2%), the S&P 500 $S&P 500(.SPX)$  gaining 27.25 points to 6,688.46 (+0.4%), and the Nasdaq Composite $NASDAQ(.IXIC)$  advancing 0.3%. Investors balanced tariff concerns with hopes that the Federal Reserve may ease policy to support growth.

European Markets – Trade Tensions Watched Closely

European equities also finished higher. Germany’s DAX climbed 0.6%, France’s CAC 40 edged up 0.2%, and the UK’s FTSE 100 rose 0.5%. Gains came as investors monitored both US tariff developments and political gridlock in Washington, reflecting cautious optimism amid ongoing global trade uncertainty.

Asian Markets – Fed Rate Cut Bets Boost Sentiment

In Asia, stocks largely mirrored Wall Street’s optimism. Hong Kong’s Hang Seng Index $HSI(HSI)$  rose 0.9%, and China’s Shanghai Composite gained 0.5% on rate cut hopes. Japan’s Nikkei, however, slipped 0.3% as profit-taking offset broader regional momentum.

Outlook and Insights

Markets remain caught between geopolitical risks and monetary easing expectations. While tariffs and US political deadlock weigh on sentiment, investors are betting on a Fed rate cut next month as inflation data remain contained. In the near term, liquidity support and policy easing could underpin equities, but volatility is likely as political and trade uncertainties linger.