2021-style rally

Trump’s $100K H-1B Visa change sparks chaos, Fed fuels 2021-style risk rally, Murdochs will also have role in new TikTok deal, Elliott builds a position in Workday, and Musk and Trump shake hands months after rift...

Author

Market Briefing
September 22, 2025

 

Good morning.

The Fast Five → Trump’s $100K H-1B Visa change sparks chaos, Fed fuels 2021-style risk rally, Murdochs will also have role in new TikTok deal, Elliott builds a position in Workday, and Musk and Trump shake hands months after rift…

📌 Prepare for the "Mar-a-Lago Accord" Money Shock —Strange events are unfolding in the global financial system. A monetary reset dubbed the "Mar-a-Lago Accord" is quietly in motion, and the financial elite are already taking protective action. If history is any guide, you could lose up to 40% of your wealth in the next two years. Move your money before it's too late. Learn more here → (ad)

Calendar: (all times ET) - Full Calendar

  • Today:
    none watched

  • Tomorrow:
    Flash Services PMI, 9:45A
    Flash Manufacturing PMI, 9:45A
    Existing Home Sales, 10:00A
    Fed Chair Powell Speaks, 12:35P

Your 5-minute briefing for Monday, Sept 22:

BEFORE THE OPEN

As of market close 9/19/2025. Bitcoin as of 9/21/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 41.67% for Week of SEP 18 2025

Previous week: 28.03%

Market Wrap:

  • Futures: Dow -51 (0.11%), S&P -0.13%, Nasdaq -0.15%

  • Last week: S&P +1.2%, Dow +1%, Nasdaq +2.2%

  • Fed cut rates 0.25% first since December

  • Markets now pricing in two more cuts this year (CME FedWatch)

  • Barclays’ Cau: further equity support hinges on strong macro data

  • This week: PCE inflation report, Fed’s preferred gauge

EARNINGS

Here’s what we’re watching this week:

Something far bigger than a recession and a market crash is threatening your wealth...

Forbes calls it a plan to remake the financial system... that could "turn global financial markets upside down."

But frankly, having learned what I have learned – as a former Goldman Sachs executive and after 40 years investing in the market...

And now the CEO of one of the largest publicly traded independent financial research firms in the U.S...

I don't think they go far enough.

Based on history, that could mean losing up to 40% of your wealth.

That's why I just went public with the three money moves you need to make immediately to protect your nest egg.

Here's to our health, wealth, and a great retirement,

Dr. David Eifrig
CEO, Marketwise
Editor, Retirement Millionaire

HEADLINES

Microsoft, Alphabet, Amazon and other tech companies warned employees with H-1B visas to return to the US on Saturday and refrain from overseas travel.

The Fed fresh fuel on the Wall Street rally this week, pushing September toward the broadest cross-asset surge since the 2021 frenzy — with fear in retreat and greed unleashed.

  • Dow, S&P close at fresh records, log big gains for the week after rate cut (more)

  • Stocks show little geopolitical worry after $16 trillion rally (more)

  • Musk and Trump shake hands at Kirk memorial, months after rift (more)

  • Trump reportedly wields ‘golden share’ to halt US Steel plant shutdown (more)

  • Trump suggests Murdochs will have role in new TikTok deal (more)

  • Milei to meet Trump as Argentina seeks to avert market rout (more)

  • S. Korea President: US investment demands would spark financial crisis (more)

  • Dollar firms ahead of deluge of Fed speakers (more)

  • Oil inches up as tension flares in Europe, Middle East (more)

  • Asian stocks hesitant after Trump's visa crackdown (more)

  • Elliott builds a position in Workday after company unveils plan to boost value (more)

  • Blackstone $135 billion bet on the U.K. is raising eyebrows (more)

  • Arnault says wealth tax advocate seeks to destroy economy (more)

DEALFLOW

M+A | Investments

  • Acuity Knowledge Partners acquires Ascent

  • GrainChain receives investment from Bed Bath & Beyond

  • AKUVO receives investment from Vista Equity Partners

VC

  • Numeral, an AI-powered sales tax compliance platform, raised $35M in Series B fundinghopping agent services provider, raised $8M in Seed funding

  • Extend, a spend and expense management platform, raised $20M in additional capital

  • Catena, an API for telematics and logistics data, raised $5M in Seed Funding

CRYPTO

  • Stablecoin adoption set to surge after GENIUS Act, hit $4T in cross-border volume (more)

  • Crypto custody firm BitGo files for IPO as industry stays active (more)

  • CZ's family office deepens stake in Ethena Labs as USDe stablecoin supply tops $13B (more)

BULLISH BITES

🤔  The stock market finally has what it wants — and is asking 'now what?'

📈 How much will Social Security increase in 2026?

💰 The 10 US cities where incomes are growing the fastest—4 are in California.

🍁 Fall travelers reap the benefits of lower prices and better deals.

DAILY SHARES

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