Welcome in September, least favorite moon Wall Street

Traders work on the floor of the New York Stock Exchange during the morning trading on August 22, 2025 in New York.

Michael M. Santiago | Gets the image

September in the markets a little like Monday; No one is looking forward to it, and it usually fits its reputation.

Augustus gave investors a lot to cheer up but the story says that September is usually The worst month of the year For stocks.

A S&P 500 Click on the fresh recording high in The end of Augusttops up 6,500 while Dow Jones He also touched on new tops. Through the Atlantic, Stoxx Europe 600 Since February, he registered his first two -month victorious series.

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S&P 500 in August

But the ghost of September emerges great. Traditionally, Dow, S&P 500 and NASDAQ Composite, all report their worst month in September, reports Dow Jones data data.

In terms of the sector, it is a mixed picture, especially in Europe. Two-thirds of the way through the third quarter-installed corporate income on the continent and the prolonged global macro-definition, the obvious winners and losing.

The biggest profit? Banking sector of Europe. The stock hit them on their the highest level From the financial crisis of 2008 in early August, as positive profit and more talk about transactions in space continued to stimulate growth.

Germany Commerzbank He headed the Charge Every, and the shares have added to them an impressive performance in the first half, 100%to date.

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Commerzbank vs WPP in August

On the other hand, over the past two months, media stocks have been severely affected – a decrease in more than 8% – with concern on the influence of the II, which has got into a number of major European players. Advertising group Wpp was the worst performer of the sector that dropped as reported Drop profits to taxes 71% In the first half, he reduced his look at the full year.

In schedules: EU sector results in this quarter

In September and the year ahead, some market participants are positive. “We believe that the bulls market will remain intact. In our basic case, we expect the economic soft landing, solid corporate income and lower interest rates to support markets over the next 12 months,” Mark Hepel, Chief Investment Director Global Weath Management said.

Others are more careful. The chief economist of hey -orpantinone Gregory Daka says the US economy “demonstrates stability, but it is under increasing pressure. While the US economy has grown at a reliable annual rate of 3.0% in the 2025 quarter, this force was largely mirage, which reflects a sharp decrease in the Import.

Going forward, the recent Barclays report is projected to slow in the second half, but a rebound in the US and European economic growth in 2026, saying that “the markets will move from reacting to double topics of tariffs and the US tax bill.”

Because market manufacturers and investors return from summer holidays to balance their portfolios, there will be some key points that need to be monitored, including:

Economic data:

Monday: Labor Day (US markets closed); Unemployment in the EU

Tuesday: EU inflation; US production data

Friday: EU GDP; US

Other events to view:

September 8: French vote for confidence

September 11: The ECB policy decision

September 16-17: The decision on the federal reserve policy

September 17: President Trump Attends a state visit to the UK

September 18: Bank’s Bank’s decision

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