Real Vision: Finance & Investing

Fed Dovish Turn, U.S. Labor Weakness, and Polymarket’s U.S. Return: PALvatar Market Recap, September 4 2025

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Sep 4, 2025
Confidence in Fed rate cuts is rising after disappointing U.S. labor data, boosting global equities, particularly in tech. While the bond market remains jittery, commodities have dipped following recent highs, and oil prices softened due to unexpected inventory builds. Europe shows mixed signals in construction data. On the crypto front, Polymarket makes a U.S. comeback, adding excitement to the market landscape. Stay tuned for insights that keep you on top of the latest financial trends!
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INSIGHT

Dovish Fed Shift Boosts Risk Assets

  • Fed officials turned dovish after weak U.S. labour signals, shifting market confidence toward rate cuts.
  • That sentiment overpowered recent bond sell-offs and lifted global equities led by tech stocks.
INSIGHT

U.S. Labour Data Shows Clear Cooling

  • Multiple U.S. labour reports showed clear softening ahead of non-farm payrolls.
  • ADP, initial claims, and JOLTS all signaled cooling hiring and fewer openings than before.
INSIGHT

Jobs Market: More Unemployed Than Openings

  • Unemployment exceeded available job openings for the first time since COVID, yet layoffs stayed low.
  • This mixed signal complicates the Fed's path and market expectations ahead of payrolls.
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