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  • Weekly Summary: Shutdown Continues, while Stocks Climb Further

Weekly Summary: Shutdown Continues, while Stocks Climb Further

S&P 500 futures rose 1.4% to 6,736 points this week, advancing steadily toward the extreme target of 6,900–7,000. The benchmark set fresh all-time highs for three consecutive days, the latest record at 6,737. Even a 0.68% intraday dip to 6,628 points was quickly bought, with Wednesday’s session closing 0.50% higher at 6,705, marking the third straight day of gains. Investor appetite remains strong. Large players added $7.23 billion into the SPDR S&P 500 ETF Trust (SPY) this week, excluding Thursday and Friday, following last week’s $11.34 billion inflows. Such figures suggest deep commitment to the rally, with final confirmation expected when full data is published on Monday. Technically, futures have broken through the 6,500–6,600 zone and reached resistance at 6,720–6,740. Once cleared, the rally toward 6,900–7,000 should resume.

The U.S. government shutdown entered full effect on Wednesday midnight, suspending most federal operations after repeated failed votes in Congress. No breakthroughs have been reported between Democrats and Republicans, and the official September Nonfarm Payrolls release will not take place Friday, as the Bureau of Labor Statistics is closed. ADP’s report showed a sharp deterioration with September employment falling by 32,000, while August’s initial gain of 54,000 was revised to a contraction of 3,000. Manufacturing data added mixed signals, with S&P Global PMI easing to 52.0 from 53.0, while ISM posted a slight improvement to 49.1 from 48.7. Despite this divergence, sentiment remains bullish as a cooling labour market strengthens the case for two additional Fed rate cuts in 2025. Attention now turns to Friday’s services PMI, where a neutral Wall Street consensus leaves room for outsized market reaction in case of surprises.

Brent crude prices remain under pressure, falling to $64.44 per barrel. The market failed to hold above the $65.00–$67.00 support zone and is now testing the lower boundary. A breakdown could open the way to deeper declines, with the next supports at $55.00–$57.00 and potentially $45.00–$55.00. The technically unfavourable phase is expected to persist through the end of October.

Gold prices surged to the extreme upside target of $3,850–$3,950 per troy ounce. Traders should now monitor for reversal patterns, though the process may take time. The metal remains at record overbought levels, the highest in history.

The EURUSD remains volatile and without clear direction. Hawkish remarks by Fed Chair Jerome Powell halted the rally at 1.19180 two weeks ago, and last week the pair dropped to 1.16450, breaking below 1.17000. Strong rebound attempts are underway, but uncertainty persists. A sustained break above 1.17600–1.17800 would signal a resumption of the bullish trend, while a decline below 1.15000 could extend losses. Both outcomes remain possible.