Lori Ter owns the Carolina Panthers. And to use a football analogy, you know, sometimes you're a little bit tired. They put the smelling salts under the guys.It kind of perks him back up. He said in that soundbite, maybe that the 25 or 50 basis points, I said it, I know, doesn't matter that much whether you get one or the other, but it's the I think he said it might keep the market buoyant. It doesn't hurt the market buoyant. >> No, it doesn't hurt the market.But I mean, going back to your comment earlier, ...

Core Insights - Markets are showing positive trends with E-Minis up 0.5% and NASDAQ up 0.9% following the Federal Reserve meeting [1][2] - Jobless claims have decreased from 263,000 to 231,000, indicating a moderation back to normal levels [2][3] - Continuing claims are at 1.92 million, slightly below estimates of 1.95 million, reflecting solid employment data [3] - The Philadelphia Fed manufacturing index saw a significant increase of 23.2%, indicating strong expansion in manufacturing [4][6] - The Federal Reserve's recent meeting revealed a wide range of opinions among members regarding future rate hikes and cuts, with some members suggesting up to five cuts through 2025 [5] Economic Indicators - Jobless claims decreased to 231,000 from a previous high of 263,000, showing improvement in the labor market [2][3] - Continuing claims are reported at 1.92 million, which is lower than the expected 1.95 million, suggesting stability in employment [3] - The Philadelphia Fed manufacturing index increased by 23.2%, a notable rise compared to previous expectations [4][6] Federal Reserve Insights - Jerome Powell described the recent Fed meeting as a "maintenance cut," indicating a cautious approach to monetary policy [4] - There is significant volatility in Fed opinions, with some members advocating for rate hikes while others foresee multiple cuts in the coming years [5]

Group 1 - The recent weaker jobs report indicates a likelihood of multiple rate cuts by the end of the year [1] Group 2 - The article emphasizes the importance of due diligence for investors and encourages building portfolios of high-quality, dividend-paying companies [2] - The author expresses a long-term investment strategy focused on quality over quantity, aiming to supplement retirement income through dividends [2]

Steve Leeman, CNBC. Mr. . Chair, um, in the past during rake cut, you used the word recalibration and I wonder if you pointedly did not use it this time and in fact when you said policy is not on a preset course, did you mean to that as sort of the opposite of pre of of recalibration.Are we um meeting to meeting data point by data point. Are we in the process here of getting back to neutral. Thank you.So I think we are we're in a meeting bymeating situation. We're going to be looking at the data. You know, ...

CONCLUDED Stock Market News From Sept. 17, 2025: Dow Gains After Fed Decision Last Updated: 4 hours ago Topics Memberships Subscribe to Barron's Tools Customer Service Bank Stocks Hold Gains. Fed Sees Improved Growth, but More Rate Cuts. By Martin Baccardax Bank stocks are moving higher in the wake of the Federal Reserve rate decision, which included forecasts for firmer growth with largely steady inflation. Goldman Sachs, the top-performing Dow stock of the year, was 0.8% higher at $790.44. That extends it ...

Homebuilding company Lennar Corporation LEN could highlight falling mortgage rates and the impact of a potential rate cut when the company reports third-quarter financial results Thursday after market close.Here are the earnings estimates, what experts are saying and key items to watch.Earnings Estimates: Analysts expect Lennar to report third-quarter revenue of $9.00 billion, down from $9.42 billion in last year's third quarter, according to data from Benzinga Pro.The company has beaten analyst estimates f ...

Group 1: Federal Reserve and Interest Rates - The Federal Reserve is widely expected to cut interest rates for the first time since 2024, with traders anticipating further cuts ahead [1][11][14] - Markets are pricing in a 25 basis point cut, with expectations of additional cuts in the coming months [11][15] - Investors are focused on the Fed's policy statement and economic projections, particularly regarding GDP, unemployment, and inflation [17][18] Group 2: US-China Trade Relations and Nvidia - China has reportedly instructed its tech companies, including Alibaba and ByteDance, to stop purchasing Nvidia's AI chips, escalating US-China trade tensions [2][8][24] - Nvidia's CEO expressed disappointment over the situation but acknowledged the geopolitical complexities involved [27][28] - The directive affects Nvidia's RTX Pro 6000D chips, which are tailored for the Chinese market, amid accusations of antitrust violations against Nvidia by China [25][26] Group 3: TikTok's US Operations - TikTok's US operations are set to be acquired by a consortium of companies, including Oracle and private equity firms, with a valuation between $35 billion and $40 billion [38][40] - The acquisition aims to satisfy US regulations requiring ByteDance to reduce its stake in TikTok to below 20% [40] - The deadline for TikTok's ban has been extended until December, allowing more time for the acquisition process [4] Group 4: US Tech Investments in the UK - President Trump's visit to the UK coincides with significant US tech investments, estimated at around $42 billion, including commitments from Microsoft and Google [32][33] - Microsoft plans to invest approximately $30 billion in cloud and AI infrastructure in the UK, while Google has pledged nearly $7 billion for a new data center [33] - The investments come as the UK seeks to boost its economy, which has shown sluggish growth [37] Group 5: Company-Specific Developments - Workday shares rose following an analyst day, with activist investor Elliot Management building a stake of over $2 billion in the company [42] - FedEx was downgraded by Evercore ISI due to ongoing demand headwinds, impacting near-term EPS estimates [43] - Unilever faces a high-profile exit as Ben & Jerry's co-founder resigns, citing stifled freedom to speak on social issues [44]

Macroeconomic Analysis - Macroeconomic data suggests a clear path for central banks, with CPI & PPI showing no significant change [1] - Annual revision of job data reveals a drop of 911,000 jobs, the largest in history [1] - The fund suggests that monetary expansion and rate cuts are likely as the FED aims to stimulate the economy and prevent a recession [1] Investment Strategy - The fund indicates that this environment is typically favorable for risk-on assets [2] - The fund continues to seek opportunities in the markets through ETH and Altcoins [2]

Federal Reserve Chair Jerome Powell faces intense pressure. - MarketWatch photo illustration/Getty Images, iStockphoto Surprisingly strong August retail sales released Tuesday were throwing investors a curveball a day before the Federal Reserve’s interest-rate decision, triggering a brief climb in Treasury yields and pushing gold GC00 past its prior record above $3,700 an ounce. Yet any signs of political pressure influencing the U.S. central bank’s decision-making process will be the main focus for inve ...

Core Insights - There is a significant increase in money flowing into silver, with the iShares Silver Trust (SLV) showing a breakout above its support zone and on track for its fifth consecutive positive month [14] - The gold to silver ratio is currently at 86, indicating that silver is undervalued relative to gold, which is historically significant given the Fed's easing policies [14] - Expectations of interest rate cuts by the Federal Reserve are driving investment into precious metals, with a consensus anticipating a 25 basis point cut soon [14] Money Flow Analysis - Positive money flows are observed in major tech stocks such as Amazon, Alphabet, Meta, and Tesla [6] - Neutral money flows are noted in Apple and Microsoft, while NVIDIA is experiencing negative flows [8] Economic Indicators - Recent retail sales data exceeded expectations, with headline retail sales at 0.6% compared to a 0.3% consensus, and retail sales excluding autos at 0.7% versus a 0.3% consensus [14] Investment Strategy - The strategy includes trading around positions in gold, silver, and precious metal miners during pullbacks, as money flows into these assets are expected to continue [14] - Investors are advised to maintain cash levels to capitalize on new opportunities while adjusting hedge levels accordingly [15]