Weekend Update & Market Outlook 9/7/2025

September 7, 2025

Market Action For Last Week

(Comparing Fri, Sep 5, 2025 vs Fri, Aug 29, 2025 closes)

SPY — 645.05 ➜ 647.24 | +2.19 pts (+0.34%). Nasdaq
QQQ — 570.40 ➜ 576.06 | +5.66 pts (+0.99%). StockAnalysis
IWM — 235.17 ➜ 237.77 | +2.60 pts (+1.11%). StockAnalysis

Upcoming Major Economic Reports and Potential Market Moving Events

(Week of Sep 8–12, 2025; times ET)

Monday (Sep 8)

NY Fed Survey of Consumer Expectations (11:00). Federal Reserve Bank of New York

Wednesday (Sep 10)

PPI (Aug) 8:30.
Wholesale Trade 10:00. Bureau of Labor Statistics Federal Reserve Bank of New York

Thursday (Sep 11)

CPI (Aug) 8:30.
Weekly Initial Jobless Claims 8:30.
Monthly Treasury Statement (Aug) 1:00. Bureau of Labor Statistics FRED+1

Friday (Sep 12)

Univ. of Michigan Consumer Sentiment (Prelim) 10:00. Federal Reserve Bank of New York

Heads-up (following week)

FOMC rate decision Wed, Sep 17 (meeting Sep 16–17). Federal Reserve

Upcoming Major Stock Earnings Reports

(Week of Sep 8–12, 2025)

Monday (Sep 8)

Casey’s (CASY) — After-market; call Tue 7:30 a.m. CT. Casey's Investor

Tuesday (Sep 9)

Oracle (ORCL) — After-market (confirmed, 4:00 p.m. CT webcast). Oracle Investor Relations
GameStop (GME) — After-market (confirmed). GameStop Investor Relations

Wednesday (Sep 10)

Chewy (CHWY) — Pre-market 8:00 a.m. ET (call). Chewy Investor Relations

Thursday (Sep 11)

Kroger (KR) — Before-market; call 10:00 a.m. ET. ir.kroger.com
Adobe (ADBE) — After-market; investor call 2:00–3:00 p.m. PT. Business Wire Adobe

(Other lists also flag ADBE/KR this day and CASY earlier in the week; see roundups.) Kiplinger

30-Day Outlook: Neutral with an upside tilt.
Indices posted modest weekly gains (QQQ and IWM outpaced SPY), but next week’s CPI/PPI + claims will likely set the near-term tone into the Sep 17 FOMC. With a cut widely expected, the risk is data surprising hot and pushing yields higher; conversely, in-line/cool prints keep dips buyable. I’m neutral overall given event risk and September seasonality, but lean tactically bullish on pullbacks if CPI behaves—watch tech leadership and small-cap follow-through to validate breadth.

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