Peakfolio Team
Oct 6, 2025
Between September 29 and October 6, markets faced renewed turbulence after a stronger-than-expected jobs report reignited fears that the Federal Reserve may delay rate cuts.
Equities began the week on solid footing, continuing the prior week’s recovery. However, sentiment shifted Friday after labor data revealed a hotter-than-expected increase in payrolls and steady wage growth. The S&P 500 and Nasdaq each closed lower for the week as yields surged to fresh yearly highs, pressuring rate-sensitive sectors such as real estate and technology. Meanwhile, energy stocks provided a modest cushion as oil prices stabilized.
Despite the pullback, analysts emphasized that the underlying economy remains resilient. Employment strength suggests consumer spending will hold up through year-end, even if policy easing takes longer to arrive. As investors recalibrate expectations, market attention is turning toward next week’s inflation figures for confirmation that price pressures remain on a steady downward path.