Monday Morning Must-Knows - September 1, 2025

Monday Morning Must-Knows by Trading Academy

September 1, 2025

Jobs Report Showdown: Will September Sink the Market?

Last week ended with a sell-off despite Core PCE meeting expectations at 0.3%. Markets erased most gains by Friday, leaving traders cautious heading into September. 

This week’s earnings calendar is light, with only 281 companies reporting. Key names include Zscaler and Nio (Tue), Salesforce, Figma, Hewlett-Packard, Dollar Tree, and Macy’s (Wed), followed by Broadcom, Lululemon, DocuSign, and Ciena (Thu). 

The bigger focus will be jobs data. Wednesday brings JOLTS job openings (moved due to Labor Day), Thursday features ADP employment change and jobless claims, and Friday caps with non-farm payrolls and the unemployment rate—key indicators for Fed policy. 

After a hot PPI reading and Core PCE implying 3.6% inflation annually, investors are debating if the Fed will cut rates on September 17. 

Additional data includes ISM Manufacturing PMI (Tue). Historically, September is the weakest month for stocks, but traders should stay flexible—short on sell-offs, long if momentum continues.

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