CONCLUDED Stock Market News for Monday, Sept. 15, 2025: S&P 500, Nasdaq Close At Records. The Mag 7 Drives the Rally. With Wall Street buying the rumor of rate cuts to push two of the major indexes to record highs, we could be set up for a "sell the news†situation on Wednesday. The S&P 500 was up 0.4% after setting an intraday record. The Nasdaq Composite, which also set a fresh intraday high, was up 0.8%. Both were on track for record closes. The Dow continued to bounce in and out of positive territory, th ...

to bring in Kevin Green, senior markets correspondent to help set up the action today. All right, KG. Uh before we get into a conversation about the Fed, let's talk about stocks at all-time highs. Right, we had the NASDAQ finished at a new all-time high on Friday. We've still got the S&P 500 sitting around the all-time high.Dow as well, and now you've got this chase going on in the Russell 2000. So, what do you make of where things are now. Well, obviously the market is still uh you know, bullish o overall ...

Before the trading day starts we bring you a digest of the key news and events that are likely to move markets. Today we look at: Rate cuts Data center boom Easier IPO rules Nifty futures suggest a calm start to the week after Indian benchmarks wrapped up their second straight week of gains on Friday. All eyes will be on the US Federal Reserve’s policy meeting, with growing chatter around a possible rate cut, while back home, markets will watch WPI data due later in the day. Telecom stocks could see some ...

A key question for investors this week is whether sticky inflation leads Fed officials to push back against bets on a series of rate cuts extending into next year https://t.co/9EElIQgobZ ...

Group 1 - UBS investment strategists indicate that rate cuts, dollar weakness, and political risk are favorable for bullion [1] - The commentary includes insights on S&P 500 price targets, highlighting market expectations [1] - There is a noted skepticism regarding AI developments within the market [1] Group 2 - Emerging markets are discussed in the context of current investment strategies and potential opportunities [1]

Finishing up almost 2% this week, its longest winning streak since July 28th. Could the market keep climbing next week when the Fed is expected to cut rates. Or will this be a sell the news event.Well, let's bring in Pay Capital Management uh senior wealth adviser and CNBC contributor Courtney Garcia and 314 Research co-founder Warren Pies. It's great to have you both here. Warren, I'm going to kick off with you with that question.Is next week a sell the news event if the market's already expecting a 25 bas ...

Market Focus & Fed Rate Meeting - The market's focus is shifting towards inflation numbers, evidenced by the reversal in two-year and ten-year Treasury yields, reaching higher highs than the previous day [2] - The Federal Reserve (Fed) is expected to announce a 25 basis point rate hike at the upcoming meeting [4] - The market may reprice the aggressiveness of the easing cycle if inflation stickiness persists [4] Economic Indicators & Sentiment - Initial jobless claims saw a significant jump, influencing yield movements [2] - University of Michigan sentiment preliminary numbers reflect a stagflation trade, with weakening sentiment and sticky inflation [3] - The speaker prioritizes hard data like PCE (Personal Consumption Expenditures Price Index), CPI (Consumer Price Index), and PPI (Producer Price Index) over inflation surveys [4] Treasury Yields & Investment Strategies - Ten-year Treasury yields have risen above 4% [1] - A potential double bottom pattern has formed, with a rejection of 4% as the low yield close of the year [4] - High yield junk bonds are attracting investors seeking juicy yields, with the high yield ETF closing at its highest level in approximately three and a half years [5]

A 50 basis point cut is off the table. You think. I think so.They might discuss it. We'll really have to see whether or not the Senate is able to confirm Steven to the board because he might bring it up as a possibility. But when the chair goes in, he usually has three different scenarios laid out for them to discuss.I don't think any one of them would include a 50 basis point cut. Some people though might agitate for it. So, I would not be surprised if we see perhaps a disscent if Myron is on there saying ...

Market Overview - The IPO market is experiencing enthusiasm with companies like Gemini and CLA seeing positive receptions, and Gemini's debut at NASDAQ receiving significant attention [1] - Major indices, including the NASDAQ, S&P 500, and Dow, reached record closes recently, with the Dow crossing 46,000 for the first time [1] - Open Door's stock surged over 80% following the appointment of a new CEO, indicating a positive outlook for the real estate platform as interest rates potentially lower [1] Federal Reserve and Interest Rates - The Federal Reserve is expected to cut interest rates by 25 basis points at its next meeting, which could impact market strategies and stock valuations [1][2] - Historical data shows that after previous rate cuts, sectors like technology (MAG 7 ETF) and gold have performed well, with the MAG 7 up 10% in the month following the last rate cut [2] Sector Performance - Home improvement stocks, such as Lowe's and Home Depot, are anticipated to benefit from lower mortgage rates, with Lowe's up 10% and Home Depot up 6% in the past month [2] - Small-cap stocks are seen as potential beneficiaries of a rate cut, as they typically borrow at variable rates and could see improved conditions as financing costs decrease [2] Amazon and AI Investments - Amazon is heavily investing in AI infrastructure, with a reported investment of approximately $28 billion in the last quarter, aiming to enhance its AWS capabilities [5][14] - AWS is expected to accelerate sales in the latter half of the year, driven by increased demand for AI applications and infrastructure [19] - Amazon's retail business may also benefit from lower interest rates, potentially increasing consumer spending [3][19] Competitive Landscape - AWS is focusing on building a diverse customer base, with a mix of large and small clients, which is crucial for long-term growth [19] - The competitive landscape in cloud computing remains strong, with companies like Oracle also reporting significant growth and backlog, highlighting the ongoing demand for cloud services [4][19]

I want to bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG, let's talk about these records. You know, you finally got the Dow uh in the party here.Uh what do you make of all this and how sustainable it is. I mean, if you kind of look at the trading uh from yesterday, we did see a broadening out of this rally here. A lot of participation.I believe over 80% of the S&P 500 was actually in the green. And if we continue to have days like that, even if w ...