JPMorgan Chase & Co.

UBS Group AG

Morgan Stanley

Freedom Holdings Corp.

The current funding period for U.S. government operations expires Sept. 30

'Serious scars on the economy': what Wall Street is saying about the risks of a US shutdown

The U.S. economy grew at an annualized rate of 3.8% in the second quarter, up from the previous estimate of 3.3%, the Bureau of Economic Analysis (BEA)<a href="https://www.bea.gov/?utm_source=chatgpt.com"> reported</a>. The revised pace was the fastest since the third quarter of 2023, Reuters<a href="https://www.reuters.com/business/us-second-quarter-gdp-growth-revised-sharply-higher-2025-09-25/"> calculated</a>. Analysts surveyed by the agency had expected no change. According to the Ministry of Trade, the main drivers for GDP were a reduction in the trade deficit amid a fall in imports and growth in consumer spending and business investment.

The U.S. economy grew at its fastest pace in nearly two years. How is Wall Street reacting?

By the end of August, the average duty rate on U.S. imports had reached its highest level since the height of the Great Depression in 1933

The economy has not yet felt the impact of US duties, the OECD said. When will the effect be felt?

Broadcom Inc.

Alphabet Inc.

The three major U.S. stock indices moved sharply to the downside after hitting new records at the start of trading on September 5. After the opening of the stock exchanges, investors' optimism was linked to the prospects of Fed rate cuts amid weak employment data for August. However, as the trading session progressed, these hopes were replaced by concerns about a slowdown in the US economy and a possible recession.

The main US indices went from rising to falling after the record. What are investors afraid of?

The US authorities have improved their assessment of the country's economic growth in the second quarter, with the new result being better than what analysts had expected. The reason for positivity was the data on investment and consumer spending, as well as imports. Also this week, the US Fed's preferred inflation indicator, the Personal Consumption Expenditures Index, will be published.

Revised data on the US economy for the second quarter exceeded expectations

In the years following the U.S. election, August was becoming the worst month for stocks since February

No vacation: what awaits stocks in August - historically one of the worst months of the year?

After a <a href="https://www.businessinsider.com/stock-market-today-dow-worst-day-economic-data-consumer-sentiment-2025-2">long</a> decline at the end of winter and a collapse in April, the market has not only recovered its losses but also entered the plus side: since the beginning of the year, the S&amp;P 500 <a href="https://www.cnbc.com/quotes/.SPX">has gained</a> more than 6%. The rally with small breaks has been going on for the second month, since April this year;

Fear no more: what "red flags" investors ignore

The Goldman Sachs Group, Inc.

Protection against black swans is possible

Beyond recession and inflation risks: Wall Street looking out for black swans

Compass Diversified

Porch Group, Inc.

Gilat Satellite Networks Ltd.

The main small-cap index, the Russell 2000, extended its streak of positive weeks last week. Overall, however, earnings season has been a disappointment for investors. Here’s our recap of what happened in the small-cap space last week, May 5-9, and preview of what to expect this week.

Small-cap recap/preview: Disappointing earnings, recession fears ease, coms lag

Donald Trump's next presidential term will see the U.S. economy grow between 2.1- 2.2%, Freedom Broker forecasts in its base case scenario.

USA Economy