Market Pulse

Market Pulse

October 6, 2025

Market views heading into the week highlight what we're watching and important news ahead.

A look back

  • Equities enjoyed a strong week as the S&P 500 gained 1.1% and closed Friday at its 31st all-time high of the year. International stocks fared even better, with international developed markets up 2.7% and emerging markets rallying 3.7%.
  • The yield curve steepened as yields dropped, particularly at the shorter end of the curve. The 2-year U.S. Treasury yield fell 0.05%, while the 10-year yield declined 0.02% to end Friday at 4.12%.
  • The U.S. government shutdown delayed the release of the September jobs report and other economic data. Taking on increased importance, ADP private payrolls were weaker than expected.

A look ahead

  • The spotlight will remain on Washington D.C. as lawmakers will look to reach a funding agreement and end the government shutdown. As long as the shutdown continues, economic data will not be released by federal agencies.
  • Though earnings season won’t kick into high gear until mid-October, a handful of consumer companies will report earnings this week.
  • Economic data: Trade Balance*, Consumer Credit*, FOMC Minutes, Wholesale Inventories*, Federal Budget*, U. Mich. Consumer Sentiment. *data delayed pending the government shutdown.

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