Key takeaways
- Powell signaled U.S. policy is “not on a preset course,” while Bostic highlighted inflation concerns.
- Trump’s UN speech sharpened tensions over the Ukraine war, while Zelenskiy voiced confidence in U.S. backing.
- Bitcoin fought for $114K, while gold strengthened as investors sought safety.
- Major tokens rebounded after losses, while Aster surged over 50% to a record high.
Geopolitics & Market Sentiment
On September 25, 2025, markets showed caution as Wall Street slipped after Fed Chair Jerome Powell flagged stretched valuations, Saudi Arabia’s stocks logged their strongest rally in five years, and Bitcoin rose to 114K before dipping to $113K amid ETF- related bullish hopes.
On the diplomatic front, U.S. President Donald Trump delivered a combative speech at the United Nations, urging NATO to consider shooting down Russian aircraft and asserting Ukraine could retake territory with EU backing. His remarks, echoed by sharp posts on Truth Social, fueled anxiety around the Ukraine conflict, while President Volodymyr Zelenskiy voiced confidence in continued U.S. support.
Separately, the U.N. trade agency warned of sharp volatility in global shipping from tariffs and conflicts, with rerouting in the Red Sea and Black Sea driving up costs.
On the economic front, Powell stressed that policy is “not on a preset course,” highlighting risks to both inflation and jobs, while Atlanta Fed President Raphael Bostic reinforced concerns about inflation.
Furthermore, Powell’s warning on “fairly highly valued” assets pressured Wall Street, while U.S. New Home Sales surged to 800,000 in August, boosting bond yields despite a well-received 5-year auction.
In Europe, BoE policymaker Megan Greene urged caution on rate cuts, citing persistent upside inflation risks, while Mexico’s inflation accelerated toward the upper end of Banxico’s target.
In Crypto, Major tokens steadied after a choppy week, with Bitcoin and Ethereum breaking their three-day losing streaks.
Additionally, Dogecoin, Polkadot, and Avalanche rose higher, Bitcoin dominance edged up to 58.6%, and Aster stood out with a surge of nearly 52% to an all-time high, fueled by strong trading volumes, bullish on-chain signals, and a technical breakout.
Price movements
Global Indices
- S&P 500 Index (SPX): 6,637.98 (−0.28%)
- Dow Jones Industrial Average (DJI): 46,121.28 (−0.37%)
- Nasdaq Composite Index (IXIC): 22,497.86 (−0.33%)
- Nikkei 225 Futures (NK2251D): 45,420.00 (0.09%)
- FTSE 100 (FTSE): 9,236.70 (−0.03%)
Cryptocurrencies
- Bitcoin (BTCUSD): 113,634 (+1.35%)
- Ethereum (ETHUSDT): 4,152.99 (−0.27%)
- Binance Coin (BNBUSDT): 1,016.17 (+0.02%)
- Solana (SOLUSDT): 211.16 (−1.00%)
- BTC Dominance (BTC.D): 58.68% (+0.32%)
Major Stocks
- Nvidia (NVDA): 176.97 (−0.82%)
- Tesla (TSLA): 442.79 (+3.98%)
- Microsoft (MSFT): 510.15 (+0.18%)
- Meta Platforms (META): 760.66 (+0.70%)
- Apple (AAPL): 252.31 (−0.83%)
- Amazon (AMZN): 220.21 (−0.23%)
Commodities
- Silver (XAGUSD): 43.9085 (+0.03%)
- Gold (XAUUSD): 3,744.930 (+0.25%)
- WTI Crude Oil (USOIL): 64.76 (−0.06%)
- Brent Crude Oil (BRENT3!): 68.1606 (−3.68%)
Forex
- U.S. Dollar Index (DXY): 97.454 (+0.71%)
- EUR/USD: 1.17427 (+0.04%)
- GBP/USD: 1.34493 (+0.02%)
- USD/JPY: 148.849 (−0.03%)
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