In summary⦠Stocks wobbled after a weak jobs report, yields* fell to multi-month lows, gold hit records, oil slipped, and Bitcoin eked out a gain. As of September 5, 2025, 4:00 PM ET.

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π #1: Jobs cooled, rate cuts closer
What happened β The August NFP* added just 22,000 jobs and unemployment ticked up to 4.3%. Revisions showed June turning negative. Markets boosted odds of a September 17 Fed rate cut as the 10-year yield slid near ~4.08% (its lowest in months).
Why it matters β Softer labor plus lower yields supports stocks but flags slower growth; cheaper mortgage rates could follow if Treasury yields stay down. π