Expectations for a Fed Rate Cut

Expectations for a Fed Rate Cut

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 17th, 2025
Featuring:
1) Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, on Treasury steepening and what it indicates about rate easing over the next 12 months. Stocks treaded water as markets saw muted moves across most asset classes, with traders taking bets off the table ahead of Wednesday’s Federal Reserve interest-rate decision. The risk is that policymakers sound less dovish to keep inflation in check, with a quarter-point cut at this meeting and three more by April already priced in.
2) Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, brings us into the market open and talks about how a rate cut affects markets and the economy. The Fed is likely to balance this against still-elevated services inflation, maintaining a degree of flexibility in its messaging, with today’s meeting set to mark the official start of the easing cycle.
3) Randy Schwimmer, Vice Chair at Churchill Asset Management, talks about continued inflows into private credit. Meanwhile, traditional investment firms are under pressure to expand into private markets and alternative investments, with some attempting takeovers and partnerships that have yet to pay off.
4) Andrew Hollenhorst, Chief US Economist at Citi, joins to talk about yesterday's retail sales and recent eco data and what it means for the Fed today.

See omnystudio.com/listener for privacy information.

Jaksot(4460)

9am-10am ET: Fels, Wheeler & Juckes

9am-10am ET: Fels, Wheeler & Juckes

As Mario Draghi holds a news conference to explain why the ECB cut rates, we get instant analysis from PIMCO's Joachim Fels, Atlantic Equities' Chris Wheeler and Societe Generale's Kit Juckes. All thi...

10 Maalis 201642min

Juckes: QE has done a lot for asset prices but not demand

Juckes: QE has done a lot for asset prices but not demand

Societe Generale's Kit Juckes says quantitative easing has boosted asset prices a lot, but has done little for aggregate demand. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omny...

10 Maalis 201611min

Wheeler: there will be more bank consolidation in the periphery

Wheeler: there will be more bank consolidation in the periphery

Atlantic Equities' Chris Wheeler discusses the impact of the ECB's policy on the financial system. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privac...

10 Maalis 201611min

Fels: ECB needs to ease more

Fels: ECB needs to ease more

PIMCO's Joachim Fels says the ECB should loosen policy further to kickstart Europe's economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

10 Maalis 20168min

Fels: there are constraints on lending in Europe

Fels: there are constraints on lending in Europe

PIMCO's Joachim Fels says the main constraint on lending in Europe is the requirement for banks to hold more capital. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/...

10 Maalis 201612min

8am-9am ET: Gartman & Brown

8am-9am ET: Gartman & Brown

Gartman Letter Editor Dennis Gartman previews Mario Draghi's news conference, while Mitsubishi UFJ's Brendan Brown reacts to the ECB President's comments. All this and more on Bloomberg Surveillance w...

10 Maalis 201642min

Draghi: measures can spill over to FX markets

Draghi: measures can spill over to FX markets

ECB President Mario Draghi admits that central bank policies can have spillover effects. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pr...

10 Maalis 201611min

Draghi: I don't anticipate more rate cuts

Draghi: I don't anticipate more rate cuts

ECB President Mario Draghi says that downside risks have increased, but he doesn't plan to cut rates again after the move today. All this and more on Bloomberg Surveillance with Tom Keene and Michael ...

10 Maalis 201611min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
hyva-paha-johtaminen
rss-rahamania
inderespodi
rss-lahtijat
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
rahapuhetta
oppimisen-psykologia
rss-bisnesta-bebeja
rss-sisalto-kuntoon
herrasmieshakkerit
leadcast
lakicast
rss-startup-ministerio
rss-rikasta-elamaa
rss-inderes