Market update: 16 September 2025
Global equity markets had a strong week, with almost all major indexes ending in the green. Momentum from the US helped set the tone, as investors positioned for an expected Fed rate cut at next week’s September meeting. Worries about stretched valuations in the ongoing AI boom eased after Oracle announced an upbeat earnings outlook, alongside several new AI projects.
In Australia, the ASX 200 dipped just 0.1% for the week, steadying after recent falls post-earnings season. Gains in technology, property and utility stocks helped offset weaker energy, consumer and industrial names. Locally, it was a relatively quiet week, with the market largely following the positive lead from the US.
In the US, equities rallied with the Nasdaq, S&P 500 and Dow Jones all notching gains of 2.0%, 1.6% and 1.0%. All three indexes hit fresh record highs, supported by enthusiasm around AI and a strong run of equity issuance, which reached its highest weekly total since 2021 at US$23bn. Investors are now looking ahead to the Fed’s September meeting, where a rate cut is widely expected, with further cuts also priced in for later this year.
European markets followed the upbeat tone, with the Euro Stoxx 50, Euro Stoxx 600 and FTSE all higher. The ECB left interest rates steady at 2% as expected, signalling confidence in inflation trends. Meanwhile, in Greater China, both the Hang Seng and Shanghai Composite posted gains, helped by retail investor activity and optimism around AI. In Japan, the Nikkei surged 4.1% to a record high, with markets reacting positively to Prime Minister Ishiba’s announcement that he would resign, opening the door for a more expansionary fiscal approach from his successor.
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