The U.S. economy created 22,000 jobs last month instead of an estimated 75,000, confirming softening labor market conditions, according to the Labor Department report. The three major U.S. stock indexes initially rose and broke records following the data, as traders of futures tied to the Fed s policy rate boosted bets that the U.S. central bank will trim rates in quick succession, starting this month, with a 50-basis-point easing now on the table.

Some investors are worried about the United States bond market. They see risks from recent market moves. They are concerned about White House pressure on the Federal Reserve. This pressure is for interest rate cuts. Investors also worry about long-term fiscal risks. The bond market s health is a concern. Some think the market is underpricing risks.

Chicago Fed President Austan Goolsbee remains undecided on a September rate cut despite recent job-market weakening data. He defended the Fed s independence, opposing any moves to undermine it. Goolsbee expects future nominees to take their roles seriously, amidst concerns about potential political influence from President Trump s nominee.

U.S. Treasury Secretary Scott Bessent has urged a thorough review of the Federal Reserve, questioning its interest rate authority. He criticized the Fed s policies for allegedly fueling inflation and benefiting the wealthy, advocating for a shift in focus towards its core mandate.

President Trump is considering Kevin Hassett, Kevin Warsh, and Christopher Waller to succeed Jerome Powell as Federal Reserve chair, seeking leadership aligned with his interest-rate cut demands. Trump has criticized Powell s cautious approach, citing concerns about the economy.

U.S. stock investors are bracing for a week filled with crucial inflation data amid tariff uncertainties and fluctuating government bond yields. Despite a strong year, the S&P 500 faces headwinds as valuations appear stretched and September historically poses challenges.

Hedge funds significantly increased bullish bets on crude oil, anticipating market tightness and geopolitical tensions, just before reports surfaced that OPEC+ might consider boosting output. This bullish move, the largest since June, occurred as hopes for a resolution in Ukraine faded and US crude inventories declined.

Recent economic data reveals a concerning trend: job growth is slowing in America, impacting workers financial security. However, investors anticipate the Federal Reserve will intervene to protect their assets. Despite a slight market dip, bonds have rallied, and equities remain near record highs.

Shridatta Bhandwaldar, Head of Equities at Canara Robeco AMC, manages over ₹1 lakh crore, drawing parallels between badminton and investing. He emphasizes discipline, focus, and resilience, honed through sports and music, as crucial for navigating volatile markets. Bhandwaldar s philosophy centers on scalable, capital-efficient businesses with quality leadership, viewing investing as a journey of self-discovery.

Sebi has warned investors against scammers impersonating its officials and demanding payments using fake letterheads, seals, and emails. The regulator clarified that genuine orders and payments are only routed through its official website and emails ending with @sebi.gov.in, urging investors to stay vigilant. The market regulator has suggested 5 ways to identify the impersonation bid.