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The Federal Reserve cut interest rates by 25 basis points at the central bank's September meeting. Economist Mohamed El-Erian, president of Queens' College Cambridge, former chair of President Obama's Global Development Council, and former deputy director of the International Monetary Fund, outlines two things that he thinks the Fed needs to clarify to successfully function as a "policy anchor" for the US economy.
Hedge-fund investor Tepper expects the stock market rally to continue with a few Federal Reserve rate cuts, but sees danger in too many
Don Nesbitt sees FedEx (FDX) posting a "mediocre" performance for the quarter but adds its report will come down to guidance. That said, Don expects FedEx to be "well-positioned" once tariff headwinds fully pass.
Federal Reserve officials cut interest rates by 25 basis points at their September meeting on Wednesday, the first rate cut in 2025. The US central bank currently forecasts two more rate cuts in 2025, while Fed Chair Jerome Powell noted ongoing risks in the waning labor supply and demand.
Initial applications for jobless benefits in the US dropped by the most in nearly four years, reversing an unusually large jump in the prior week and consistent with low levels of layoffs in the economy. Michael McKee reports https://bloom.bg/3Vo1zdm
The equity market faces a potential sizeable pullback as quarterly options expiration approaches and liquidity levels decline. Elevated gamma levels in the S&P 500 have pinned the index, but post-expiration, reduced gamma could unleash greater market volatility.
@CharlesSchwab's Collin Martin sees the Fed continuing to cut rates as long as weakness to the labor market persists. However, he doesn't see the Fed agreeing on how much they should cut moving forward.

Hedge fund billionaire David Tepper said the Federal Reserve could cut rates a bit more, but then risks more inflation and other dangers to the economy and markets if the central bank goes further than that.
The U.S. economy faces a slowing economy amid growing concerns about the labor market, headwinds from tariffs and a weak manufacturing sector, according to a basket of economic indicators.
With the dust settling from last week's Federal Open Market Committee (FOMC) interest rate decision, another round of economic data is set to stir things up once again, including a gross domestic product (GDP) update.

Analysts at TD Cowen surveyed 215 companies on their cloud spending plans — an annual process they say “has been predictive of critical industry trends” since 2012.
Emerging markets have a Point & Figure relative buy signal. Different from last time, developed ex-US equities also have a Point & Figure relative buy signal.

Quarterly reporting remains essential for transparency and investor protection, especially for large companies, despite the administrative burden it imposes. Evidence from the U.K. and EU shows that reducing reporting frequency does not boost long-term investment but does decrease analyst coverage and market visibility.
Cathie Wood, ARK Invest add these defense stocks, sell another, after U.S. upgrades drones to fighter jet status.
Initial applications for jobless benefits in the US dropped by 33,000 to 231,000 in the week ended Sept. 13, according to Labor Department data.
The costs of moving to semiannual reporting clearly outweigh any benefits.
Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international news for Sept. 18, 2025. ITR Economics economist Lauren Saidel-Baker discusses inflationary pressures building in the US economy, softening labor market, and the outlook for future rate cuts.
US stocks rallied on Thursday, with the S&P 500 and Nasdaq Composite climbing to fresh record highs as investors piled back into technology shares following the Federal Reserve's rate cut. The S&P 500 gained 0.4%, while the Nasdaq rose 0.8%, both setting all-time highs.
David Tepper, Appaloosa Management founder and president and Carolina Panthers owner, joins 'Squawk Box' to discuss the latest market trends, the Fed's interest rate decision, President Trump's tariff agenda, state of the economy, rate path outlook, his AI portfolio, and more.
Good signs for the economy Thursday morning as Kevin Hincks highlights what he considers "solid" initial and continuing jobless claims. It added to an already-optimistic futures market that showed green arrows ahead of the open.