{"id":12768,"date":"2025-09-29T20:07:29","date_gmt":"2025-09-29T20:07:29","guid":{"rendered":"https:\/\/kngadvisors.com\/?p=12768"},"modified":"2025-09-29T20:11:52","modified_gmt":"2025-09-29T20:11:52","slug":"resiliencia-del-mercado-tras-la-bajada-de-tasas","status":"publish","type":"post","link":"https:\/\/kngadvisors.com\/en\/resiliencia-del-mercado-tras-la-bajada-de-tasas\/","title":{"rendered":"Markets Test Post-Cut Resilience Amid Powell\u2019s Valuation Warnings"},"content":{"rendered":"<p><strong>Monday, September 29th, 2025<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center\">Audio in Spanish<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Los mercados ponen a prueba su resiliencia tras la bajada de tasas, en medio de las advertencias de\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/120rS3LYCss?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center\">Audio in English<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Markets Test Post Cut Resilience Amid Powell\u2019s Valuation Warnings\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/PQUzbA1peYU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>The equity markets concluded a pivotal week navigating the delicate balance between celebrating monetary accommodation and absorbing cautionary guidance from Federal Reserve Chair Jerome Powell. The S&amp;P 500 fell to 6,637 points on September 24, 2025, losing 0.30% from the previous session, marking a measured retreat that speaks more to prudent profit-taking than fundamental concern.<\/p>\n\n\n\n<p>This week\u2019s action crystallized around a fascinating dichotomy: while markets have delivered impressive gains of 15.98% compared to the same time last year, Powell\u2019s Tuesday remarks about \u201chighly valued\u201d stocks introduced a sobering counterpoint to the prevailing optimism. The S&amp;P 500 fell about 0.6%, and the tech-heavy Nasdaq Composite lost almost 1% following his comments, demonstrating how even subtle shifts in Fed rhetoric can ripple through risk assets.<\/p>\n\n\n\n<p>What distinguished this week was not just the immediate reaction to Powell\u2019s valuation concerns, but the underlying strength that has characterized much of September. The market has notched almost 30 records in 2025, eclipsing the average year-end analyst forecast, a remarkable achievement that underscores the fundamental momentum driving equities despite periodic headwinds.<\/p>\n\n\n\n<p>The technology sector, while bearing the brunt of Tuesday\u2019s decline, continues to demonstrate the structural resilience that has defined its outperformance. Questions remain on whether the AI trade can continue powering U.S. equities given the risks tied to elevated market valuations, yet the sector\u2019s ability to recover from intraday weakness suggests investors remain committed to the long-term growth narrative.<\/p>\n\n\n\n<p>Perhaps most intriguing is the market\u2019s technical behaviour during this period of heightened scrutiny. It\u2019s been more than five months since the S&amp;P 500 suffered back-to-back declines of at least 1%, a statistic that highlights both the extraordinary consistency of the current bull run and the potential energy building for a more meaningful correction.<\/p>\n\n\n\n<p>Small-cap stocks provided one of the week\u2019s more compelling stories, with the Russell 2000 climbing within striking distance of its record closing high, now around 1% away from its closing all-time high record notched in November 2021. This development suggests that the benefits of the Fed\u2019s accommodative stance are beginning to broaden beyond large-cap growth names.<\/p>\n\n\n\n<p>The fundamental question emerging from this week\u2019s action centres not on whether the market can continue advancing, but rather on the sustainability of current valuations in an environment where even the Fed is expressing caution. Over the past month, the index has climbed 3.07%, a pace that, while impressive, may require more selective stock picking as broad-based momentum shows signs of maturing.<\/p>\n\n\n\n<p>As September draws to a close, markets find themselves at a unique inflection point. The combination of accommodative monetary policy, robust corporate fundamentals, and elevated valuations creates a complex environment that rewards both optimism and caution. The week\u2019s trading action suggests that while the bull market\u2019s structural integrity remains intact, investors are becoming increasingly discerning about where and how they deploy capital in this mature cycle.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:31px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>We would like to thank <a href=\"https:\/\/news.dominion-cs.com\/es\/\" target=\"_blank\" rel=\"noopener\">Dominion Capital Strategies<\/a> <\/strong>for writing this content and sharing it with us.<\/p>\n\n\n\n<p><em><strong>Sources: <\/strong>Bloomberg, Yahoo Finance, Marketwatch, MSCI. <\/em><\/p>\n\n\n\n<p><em><strong>Copyright<\/strong> \u00a9 2023 Dominion Capital Strategies, All rights reserved.<\/em><\/p>\n\n\n\n<p><em><strong>Disclaimer: <\/strong>The views expressed in this article are those of the author as of the date of publication and do not necessarily reflect those of <strong>Dominion Capital Strategies Limited<\/strong> or its related companies. The content of this article is not intended to constitute investment advice and will not be updated after publication. Images, videos, literary quotations, and any material that may be subject to copyright are reproduced in whole or in part in this article on the basis of fair dealing, applied to news reporting and journalistic commentary on events.<\/em><\/p>\n\n\n\n<div style=\"height:34px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-center\">To begin receiving financial advice and learn more about secure investment opportunities in the market<\/h4>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link has-white-color has-text-color has-background wp-element-button\" href=\"https:\/\/kngadvisors.com\/en\/contact-us\/\" style=\"background:linear-gradient(135deg,rgb(0,255,246) 0%,rgb(17,17,61) 90%)\" target=\"_blank\" rel=\"noreferrer noopener\">Contact an advisor<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>Market resilience is being tested following the rate cut, amid warnings from Powell about valuations.<\/p>","protected":false},"author":2,"featured_media":12773,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_joinchat":[],"footnotes":""},"categories":[18],"tags":[44],"class_list":["post-12768","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-noticias","tag-mercados-bursatiles"],"_links":{"self":[{"href":"https:\/\/kngadvisors.com\/en\/wp-json\/wp\/v2\/posts\/12768","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kngadvisors.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kngadvisors.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kngadvisors.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/kngadvisors.com\/en\/wp-json\/wp\/v2\/comments?post=12768"}],"version-history":[{"count":0,"href":"https:\/\/kngadvisors.com\/en\/wp-json\/wp\/v2\/posts\/12768\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kngadvisors.com\/en\/wp-json\/wp\/v2\/media\/12773"}],"wp:attachment":[{"href":"https:\/\/kngadvisors.com\/en\/wp-json\/wp\/v2\/media?parent=12768"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kngadvisors.com\/en\/wp-json\/wp\/v2\/categories?post=12768"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kngadvisors.com\/en\/wp-json\/wp\/v2\/tags?post=12768"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}