logo
episode-header-image
Sep 2024
41m 41s

The Trading Floor: 50 bps Fed Cut Now 'O...

AMPLIFYME
About this episode

In this episode, I’m joined by co-founder Piers Curran to dive into three major talking points in global markets this week.


Here’s what we cover:


  • The odds of a 50 bps rate cut from the Fed have dramatically reduced following the latest US CPI report.


  • Trump trades lose steam as Harris wins their first encounter.


  • Goldman Sachs prepares to post a $400 million hit to Q3 results as it unwinds its consumer business.


This is the perfect episode to help you unpack the news that matters in a clear and easy-to-understand way, essential listening for any student preparing for the application process!


02:09 Market Overview and Key Topics

03:14 US CPI Report Analysis

11:22 Market Reactions and Stock Movements

16:03 Commodities and Inflation Outlook

19:58 Market Participants and Career Insights

22:09 Value investors and rate expectations

24:30 Trump vs Harris

26:54 Swiftomonics 

29:10 Market implications of the US election

33:28 Goldman Sachs the bearer of bad news

39:30 M&A offsets trading at GS


Hosted on Acast. See acast.com/privacy for more information.

Up next
Aug 18
Demystifying Commodities with Lauren Haymond, Global Head of Talent Strategy at CCI
In this episode, we shine a light on one of the most powerful yet misunderstood sectors in finance - commodities. Joined by Lauren Haymond, Global Head of Talent Strategy at Castleton Commodities International (CCI), we unpack what makes this industry uniquely dynamic and ripe wi ... Show More
33m 38s
Aug 6
Inside Wealth Management with Barclays’ Will Hobbs
In this episode, we dive into the archive to take you back to 2022 when Anthony spoke to Will Hobbs, who at the time of recording was the acting Chief Investment Officer of Barclays Wealth Management.Will talks about his untraditional route into markets, from training in Italy as ... Show More
39m 54s
Aug 1
Meta Surges 12%, Microsoft Tops $4T and the Fed Turn Hawkish
Earnings season is in full swing and Meta and Microsoft are stealing the show. Anthony and Piers dive into why Meta’s shares rocketed 12% on blockbuster earnings, a stunning rebound from its metaverse slump. They explore how Zuckerberg’s all-in AI pivot is paying off, from $100M ... Show More
40m 54s
Recommended Episodes
Jul 17
Interest rate debate
Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).Show links: Wall Steet moves higher aft ... Show More
9m 8s
Sep 2024
25 or 50 bps? That is the question
Markets are eagerly anticipating a rate cut from the US Federal Reserve this week. We only have to wait until Wednesday to find out whether they opt for 25 or 50 basis points. Ahead of this, US stock markets rallied. European markets also advanced after the ECB cut rates on Thurs ... Show More
11m 6s
Sep 2024
Will the Fed go big? Gold hits new records amid rate cut speculation
Markets are abuzz with speculation that the Federal Reserve may deliver a larger-than-expected 50 basis-point rate cut next week. As a result, yields have tumbled, and gold prices have surged to new record highs. Meanwhile, equity markets continue their winning streak, with the S ... Show More
11m 43s
Jul 29
Stocks hit more records, the Fed meets, and tariffs pressure earnings
US stocks keep climbing, notching a sixth straight record close as investors focus on a wave of significant earnings, US-China trade talks, and the start of the Fed’s July meeting. Union Pacific (UNP) acquires Norfolk Southern (NSC) in an $85B deal, creating a transcontinental ra ... Show More
26m 9s
Sep 2024
Fed slashes interest rates by half point
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
6m 25s
May 11
The stock market remains undefeated
Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts. S ... Show More
8m 35s
Feb 2025
MM #247: All-Star Stocks, $100K Investment Strategy, Starting from Zero & Warren Buffett’s Shocking Move!
In this episode of Market Mondays, we break down the top stock picks, market trends, and investment strategies. We build an all-star stock team, analyze whether GFL is a buy, and compare top alcohol stocks like Anheuser Busch, Constellation Brands, and Diageo. We also discuss Int ... Show More
2h 3m
Jul 11
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Dec 2024
Stagflation ahead?
Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05). Show Notes Fed's Hawkish Cut ... Show More
14m 34s
Listen to millions of songs and podcasts on Anghami