Weekly IEC Market Livestream – September 11th, 2025

Markets are at a true crossroads. Oracle just delivered one of the most dramatic single-day moves in history, adding nearly $300 billion in market value and confirming the scale of the AI build-out. At the same time, the Fed looks set to cut rates in September, long-term yields are sliding, and housing is suddenly back in focus as mortgage pressures ease. Meanwhile, China is stirring after years of lagging, with stimulus and foreign inflows reviving interest in its equities. This week’s livestream dives into how these shifts fit together – and what they mean for investors as 2025 heads into its final stretch.