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Markets slump on in-line PCE as chip stocks drag; September rate cut hopes hold

U.S. stocks fell on Friday, with the Nasdaq down about 1%, as investors digested an in-line PCE inflation print and weakness in semiconductors. The data kept bets alive for a Federal Reserve rate cut in September, but growth-sensitive tech names weighed on risk appetite into the long weekend.

Source: Seeking Alpha


Federal appeals court strikes down most of Trump-era tariffs

A federal appeals court invalidated most of the Trump administration’s sweeping tariffs, a ruling that could reset supply chains and price dynamics across multiple sectors. The decision eases a key source of uncertainty for importers and exporters, potentially trimming input costs for U.S. manufacturers and retailers.

Source: Seeking Alpha


Gold ends August at record highs as rate-cut odds rise

Gold futures finished the month at all-time highs, buoyed by U.S. inflation data that reinforced expectations for near-term Fed easing. The move underscores persistent safe-haven demand and the appeal of non-yielding assets as real rates are seen peaking.

Source: Seeking Alpha


California clears Uber and Lyft drivers to unionize

In a landmark labor shift for the gig economy, California regulators approved unionization rights for Uber and Lyft drivers. The decision could reshape cost structures, pricing, and labor relations across ride-hailing platforms as collective bargaining enters the sector.

Source: Seeking Alpha


Kraft Heinz weighs breakup a decade after Buffett’s big deal

Kraft Heinz is exploring a potential breakup as it reassesses its portfolio 10 years after the high-profile merger backed by Warren Buffett. Any separation could unlock value by sharpening strategic focus, but would mark a major restructuring of a staple U.S. food conglomerate.

Source: Seeking Alpha


PepsiCo to invest $585M more in Celsius; Celsius to acquire Rockstar in U.S. and Canada

PepsiCo is boosting its stake in energy drink maker Celsius by roughly US$585 million, while Celsius will acquire PepsiCo’s Rockstar Energy brand in the U.S. and Canada. The deal tightens PepsiCo’s grip on the high-growth energy category and adds scale and distribution heft for Celsius.

Source: Financial Post


Canada’s economy contracts as exports to the U.S. plunge, stoking BoC cut bets

Canada’s GDP shrank as shipments to its largest trading partner fell sharply, while business investment also weakened. The deterioration raises odds that the Bank of Canada will resume cutting rates to cushion growth amid ongoing trade and tariff pressures.

Source: Financial Post


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Business — August 30, 2025 | Briefing24