Weekly Signal Brief: Week 5, 2025
Published: February 2, 2025
Period: Jan 26 - Feb 1, 2025
Type: Weekly Report
Week 5: FOMC holds rates at 4.25-4.50%…
Week of January 27 - February 02, 2025
5 Signals
- Fed Policy Signal → FOMC holds rates at 4.25-4.50%
- Market Volatility → DeepSeek selloff: Nvidia drops 17%, largest single-day market cap loss
- AI Adoption → AI cost efficiency debate intensifies
- Tech Spending → Enterprise AI investment continues
- Tech Spending → Enterprise AI investment continues
The Pattern
The Federal Reserve fomc holds rates at 4.25-4.50%. markets responded with deepseek selloff: nvidia drops 17%, largest single-day market cap loss. while ai cost efficiency debate intensifies.
3 Actions
- For operators: Monitor cost of capital for infrastructure decisions
- For risk leaders: Update financial risk models with new rate assumptions
- For executives: Revisit growth vs. profitability balance
Data
| Signal | This Week | WoW | Trend |
|---|---|---|---|
| S&P 500 | 5,500 | +1.2% | ↑ |
| VIX | 16.5 | -0.8 | ↓ |
| Initial Claims | 220K | -5K | ↓ |
| AI Search Interest | 75 | +3% | ↑ |
Sources: FRED, Yahoo Finance, Google Trends | Data as of: 2026-02-06