3.8 • 950 Ratings
🗓️ 14 September 2025
⏱️ 6 minutes
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's |
| 0:09.9 | market-moving events, along with the weekend's top news and analysis. |
| 0:13.9 | Hello, today is Sunday, September 14th, and I'm your host, Kim Khan. |
| 0:17.5 | It's Fed Week, and while Wall Street is as sure as it can get about the outcome, this will |
| 0:22.0 | likely be one of the most contentious meetings in recent memory. Following week labor market data, |
| 0:26.7 | a quarter point rate cut is priced in, with a 7% chance of a bigger 50 basis point cut. |
| 0:31.3 | But with Fed Chairman J. Powell still looking at a more moderate path to easing, given sticky |
| 0:35.2 | retail inflation, there are likely to be dissents. |
| 0:38.0 | Governor Christopher Waller is likely to push for 50 basis points, which will please President |
| 0:41.7 | Trump, as he angles to be the next Fed chair. And new White House appointee Stephen Myron, |
| 0:46.5 | should he be confirmed on Monday, will also likely be voting to slash rates by as much |
| 0:50.4 | as possible. There's also the controversy surrounding Trump's attempts to oust Fed Governor Lisa Cook over allegations of mortgage fraud. On Saturday, Cook asked an appeals court to |
| 0:59.1 | reject a White House move to remove her from the Fed ahead of this week's meeting. On Friday, |
| 1:03.7 | Royd has reported that a loan estimate provided by a credit union that Cook used for a mortgage |
| 1:07.6 | on a residence she purchased in Atlanta showed she claimed it as a vacation home, |
| 1:12.1 | which supports her argument that she did not claim two primary residences. |
| 1:16.0 | Even if the new group of Uber Doves can't get the votes for a half-point cut, |
| 1:19.8 | they could make their dissent felt in the dot plot, |
| 1:22.0 | projecting 300 basis points of cuts through the end of next year. |
| 1:25.4 | Trump has said that the Fed funds rate should be around |
| 1:27.6 | 1%. Skyler Wynon, chief investment officer of Reagan Capital, says the market is calling for six |
| 1:33.1 | total cuts between now and the end of 2026, and while we think that's possible, we expect inflation |
... |
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