Market and Politics Report- Mid-September 2025
Market and Politics Report- Mid-September 2025

A surprisingly busy start to the month of September. From unfortunate news in politics to news on the upcoming Fed meeting, you won't want to miss this one.

On September 10, 2025, a gunman shot and killed talk show host and political activist Charlie Kirk at Utah Valley University. Kirk had just begun another tour on the road for September when he was fatally shot. The gunman, identified as Tyler Robinson, faces multiple charges, with the most prominent one being aggravated murder. While the court proceedings get started, the nation is left to grieve over the loss of one of the most prolific and influential orators of this generation, and a significant force in conservative politics.
Within the last week, news has arisen that the US and China are closing in on a trade deal, with a due date of November 2025. This comes as China likely wants to seek an end to President Trump's reciprocal tariffs. Since April 2, 2025, China has faced tariffs of upwards of 145% from the US. The US has seen a decrease in trade deficit with China over the same time period (going from over $300 billion to under $130 billion). With the deadline set for November 10, US Trade Representative Jamison Greer hopes to make a deal, and most importantly, secure fair trade for the US.
With the Fed's update on rates coming tomorrow, September 17, markets and individual investors wait in the balance for the news. For many months, the Fed has been pressured on the issue of rate cuts, especially by the Trump Administration, claiming that cutting rates would unleash economic growth. Fed Chair Powell has been timid to do this, feeling that inflation has been too high to cut rates. However, with a stagnated labor market, as well as with the new chair of the Council of Economic Advisers, Stephen Miran (a Fed critic), Powell and the Fed might bend on the issue of rate cuts. If rate cuts were to occur, some pressure would likely be lifted off Powell by the conservatives and Trump, likely giving him less of a chance of getting ousted from the Fed when his term expires in 2026. It will be interesting to see how the Fed drama plays out and how markets react to tomorrow's Fed meeting.
Well, that's the first half of September for you. Stay tuned for the second half of September, and remember, the Economy never rests!
Very informative! Trade deal with China is vital for our economy!
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