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Gauging Market Resiliency Amid Shutdown, Trade Talks and Fed Cuts

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Manage episode 515918968 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ed Siddell joins Trading 360 to discuss the resiliency in the U.S. markets. He remains bullish on the markets, but continues to closely monitor U.S. and China trade negotiations. For the Fed's rate cut outlook, Ed expects 25bps cuts in both October and December. He expects 'continued rate reductions' into 2026, saying small-caps could be a beneficiary of lower rates. Ed cautions investors that any negative headlines from China trade talks could impact the markets "uniform across the board." When comparing the 2025 "melt up" to prior frothy conditions, Ed sees room to run for the A.I. trade and energy companies tied to powering its data centers.

======== Schwab Network ========

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8403 episodes

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iconShare
 
Manage episode 515918968 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ed Siddell joins Trading 360 to discuss the resiliency in the U.S. markets. He remains bullish on the markets, but continues to closely monitor U.S. and China trade negotiations. For the Fed's rate cut outlook, Ed expects 25bps cuts in both October and December. He expects 'continued rate reductions' into 2026, saying small-caps could be a beneficiary of lower rates. Ed cautions investors that any negative headlines from China trade talks could impact the markets "uniform across the board." When comparing the 2025 "melt up" to prior frothy conditions, Ed sees room to run for the A.I. trade and energy companies tied to powering its data centers.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-...

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...

Watch on Sling - https://watch.sling.com/1/asset/19192...

Watch on Vizio - https://www.vizio.com/en/watchfreeplu...

Watch on DistroTV - https://www.distro.tv/live/schwab-net...

Follow us on X – / schwabnetwork

Follow us on Facebook – / schwabnetwork

Follow us on LinkedIn - / schwab-network

About Schwab Network - https://schwabnetwork.com/about

  continue reading

8403 episodes

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