Private Client Group

August 25th, 2025

Stock Buybacks Rise, U.S. Credit Rating Steady, Fed Signals September Rate Cut

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In today’s Steady Investor, we break down the forces shaping the market right now and highlight what investors should be watching next, including:

Stock Buybacks are on the Rise, a Bullish Tailwind – U.S. companies are repurchasing their own shares at a record pace, with announced buybacks totaling $983.6 billion so far this year. That’s the highest tally to start a year on record. If the trend continues, 2025 could mark an all-time high for annual buybacks, surpassing $1.1 trillion.In July alone, companies announced $165.6 billion in new repurchases, which was nearly double the prior July record set in 2006.

Flush corporate balance sheets, strong earnings, and tax advantages have helped drive the surge. At the same time, business investment has slowed amid tariff uncertainty, prompting some firms to prioritize share repurchases as a more immediate use of capital. Buybacks are often seen as a shareholder-friendly move, reducing share count and boosting earnings per share. But they are not always a good use of cash. Repurchasing stock at elevated valuations can be inefficient, and oftentimes, funds might be better directed toward long-term investments such as R&D or manufacturing expansion. Nevertheless, momentum is clearly strong, and with corporate cash still plentiful and policy uncertainty lingering, companies appear poised to keep returning capital to shareholders in the months ahead.1

Protect Your Retirement from Market Shocks

Markets are sending mixed signals, from record corporate buybacks and steady credit ratings to ongoing Fed debates over interest rates. Volatility can surface quickly, testing even the strongest retirement plans.

With a clear strategy, you can navigate uncertainty, sidestep costly errors, and keep your retirement savings compounding for the long term.

To stay prepared, download our free guide, How Solid Is Your Retirement Strategy?2, to learn:

If you have $500,000 or more to invest, get our free guide by clicking on the link below.

Get our FREE guide: How Solid Is Your Retirement Strategy?2

S&P Global Holds U.S. Credit Rating Steady, Citing Tariff Revenue – S&P Global reaffirmed the U.S. government’s AA+ credit rating this week, saying it expects revenue from the Trump administration’s sweeping tariff program to “generally offset” a decline in revenue from the recently passed One Big Beautiful Bill Act (OBBBA). The ratings agency also maintained its A-1+ short-term rating and kept its overall outlook “stable.”S&P’s rationale was that the rise in effective tariff rates would help counterbalance the estimated $3.4 trillion increase in the deficit over the next decade caused by the OBBBA, which reduced both tax revenues and federal spending. The Treasury Department reported nearly $21 billion in customs duty collections in July, lending some surface-level support to S&P’s argument.But a closer look raises a few questions. For one, even with higher tariff revenues, the deficit continues to grow, nearly 20% higher in July year-over-year, according to the Treasury. Meanwhile, the CBO has projected the fiscal gap to continue widening well beyond what tariff revenues are likely to cover.While S&P’s analysis helps illustrate how institutional views are evolving around the Trump administration’s economic policy, it also reflects a degree of optimism that may be out of sync with broader market realities. Robust growth, not tariffs, is what ultimately keeps deficits sustainable.3

Fed Chair Jerome Powell Opens the Door for a September Rate Cut – The ongoing drama over rate cuts may be on the verge of simmering down. Speaking at the Kansas City Fed’s annual Jackson Hole symposium, Chairman Powell said the Fed’s current policy stance may no longer be appropriate as risks to the employment outlook rise. In other words, the Fed may not need to hold the benchmark fed funds rate at 4.25% to 4.5% much longer. In framing his thinking, Powell focused on emerging weakness in the labor market, which he described as experiencing a “curious kind of balance” with slowing supply and demand for workers. Powell seemed to indicate that the labor market was more fragile than previously thought, which could quickly tip it into a cycle of higher layoffs and unemployment if conditions deteriorate further. While Powell acknowledged that inflation remains above the Fed’s 2% target, he seemed to come around to the argument that tariffs may not cause a sustained inflation problem. Markets welcomed Powell’s remarks, interpreting them as validation for growing expectations of a quarter-point rate cut at the Fed’s next meeting.4

How Solid is Your Retirement Strategy? Market ups and downs are inevitable, but your retirement doesn’t have to suffer. The key is a strategy designed to weather uncertainty and keep your savings on course.

Download our free guide, How Solid Is Your Retirement Strategy?5, for practical insights to help safeguard your wealth and stay on track, including:

If you have $500,000 or more to invest, get our free guide today!

Disclosure

1 Wall Street Journal. August 11, 2025. https://www.wsj.com/finance/stocks/stock-buybacks-2025-3b0ddedd?mod=djem10point

2 ZIM may amend or rescind the guide “How Solid Is Your Retirement Strategy?” for any reason and at ZIM’s discretion.

3 Wall Street Journal. August 19, 2025. https://www.cnbc.com/2025/08/19/us-credit-rating-trump-tariff-revenue-tax-.html

4 Wall Street Journal. August 22, 2025. https://www.wsj.com/economy/central-banking/powell-highlights-job-market-worries-opening-path-to-rate-cut-4169a7ba?mod=hp_lead_pos2

5 ZIM may amend or rescind the guide “How Solid Is Your Retirement Strategy?” for any reason and at ZIM’s discretion.

DISCLOSURE

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

Zacks Investment Management, Inc. is a wholly-owned subsidiary of Zacks Investment Research. Zacks Investment Management is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions. Zacks Investment Research is a provider of earnings data and other financial data to institutions and to individuals.

This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Do not act or rely upon the information and advice given in this publication without seeking the services of competent and professional legal, tax, or accounting counsel. Publication and distribution of this article is not intended to create, and the information contained herein does not constitute, an attorney-client relationship. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole.

Any projections, targets, or estimates in this report are forward looking statements and are based on the firm’s research, analysis, and assumptions. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Clients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this presentation.

Certain economic and market information contained herein has been obtained from published sources prepared by other parties. Zacks Investment Management does not assume any responsibility for the accuracy or completeness of such information. Further, no third party has assumed responsibility for independently verifying the information contained herein and accordingly no such persons make any representations with respect to the accuracy, completeness or reasonableness of the information provided herein. Unless otherwise indicated, market analysis and conclusions are based upon opinions or assumptions that Zacks Investment Management considers to be reasonable.

The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor’s. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees. The volatility of the benchmark may be materially different from the individual performance obtained by a specific investor. An investor cannot invest directly in an index.

Questions posed are for demonstrative and informational purposes only and may not reflect the views of current clients or any one individual.

Any investment inherently involves a high degree of risk, beyond any specific risks discussed herein.
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