Weekly Summary: PCE and Shutdown Threats

S&P 500 broad market index futures slipped 0.64% this week to 6,616 points, after briefly falling as much as 1.40% to 6,568 on Thursday. The benchmark continues to wrestle with resistance at 6,620–6,640, and a failed retest here would sharply raise the risk of a 6–8% correction.

The week began on a strong note, as Nvidia lifted markets with news of $120 billion in planned investments into OpenAI, propelling the index to a record 6,698. Momentum faded quickly, however, after Federal Reserve Chair Jerome Powell admitted the Fed had overstated the inflationary effects of Trump’s tariffs but then issued a stark warning that U.S. equities are overvalued. His comments, combined with renewed shutdown concerns, triggered three consecutive down sessions.

Stronger-than-expected macro data added another layer of caution. Q2 2025 GDP was revised up to 3.8% QoQ from 3.3%, while jobless claims fell to 218,000 from 232,000. The data suggest firmer labour conditions, dampening expectations for two further Fed cuts in 2025. The benchmark had dropped 1.0% to 6,568, with market players reluctant to commit to a breakout above 6,620–6,640 until the shutdown question is resolved. If Congress passes a funding bill before the October 1 deadline, the index could rally toward 6,900–7,000, while a failure would likely cap gains and tilt the odds toward correction.

Institutional flows reinforce caution, as the SPDR S&P 500 ETF Trust saw $5.3 billion of inflows early in the week mirroring a recent pattern. Yet in prior weeks these were later reversed into outflows. With shutdown risk looming, sustained buying looks unlikely.

From a technical standpoint, the S&P 500 has met its primary target at 6,500–6,600 points and now trades just below resistance at 6,620–6,640. A confirmed breakout could activate the 6,900–7,000 extreme target, while a drop below 6,520–6,540 would signal deeper correction risk.

Brent crude prices moved above the $66.00–$68.00 support zone to $69.18, though a retest of $68.00 is needed to confirm the sustainability of the move. Next resistance lies at $76.00–$78.00, with deeper support at $56.00–$58.00.

 Gold prices advanced further towards $3,760–$3,780 per troy ounce after clearing resistance at $3,600. If prices hold above this range, the path toward $3,850–$3,950 will reopen, though overbought conditions remain at record levels and the next resistance lies at $3,860–$3,880.

In the currency market, the EURUSD’s rally was halted twice, first at 1.19180 and then with a drop below 1.17000 to 1.16450, hinting at reversal risk. However, a government shutdown would likely weigh on the U.S. Dollar, creating a conflicting dynamic.