The Rate Cut Playbook 8/23/24

Scott Wapner and the Investment Committee debate the latest out of the U.S.-Iran conflict as well as the momentum unwind in the market. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted b ...  Show more

Scott Wapner and the Investment Committee debate how to trade the momentum unwind. They share their latest moves. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Archer-Daniels-Midland in his "Best Stocks in the Market." Investment Committee Disclosures ...  Show more

At Jackson Hole, Fed Chairman Jerome Powell gave a clear signal that the rate cut cycle is likely to start in September. But of course that just opens more questions. Will it be a 25bps cut? Will it be 50? Could it be two 50s in a row? When does it stop? On today's episode, we ...

Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09) Show Notes Federal Reserve sees two more ...  Show more

Chicago Federal Reserve Bank President Austan Goolsbee speaks on Fed Chair Powell's speech and his timeline for rate cuts this year with Bloomberg's Michael McKeeSee omnystudio.com/listener for privacy information. 

With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sa ...  Show more