The Fed has begun cutting again, but without the comfort investors expected. Jerome Powell’s message was clear: the path to lower rates will be “data-dependent,” not automatic. Meanwhile, stocks remain at all-time highs, gold continues to glitter, and yields are refusing to budge.

Dan Koh speaks with Ben Emons, Chief Investment Officer at Fed Watch Advisors, about what the Fed’s shift in tone really means, how the end of quantitative tightening could reshape liquidity, and whether markets are due for a healthy pullback after months of record highs.

The Fed has begun cutting again, but without the comfort investors expected. Jerome Powell&rsquo;s message was clear: the path to lower rates will be &ldquo;data-dependent,&rdquo; not automatic. Meanwhile, stocks remain at all-time highs, gold continues to glitter, and yields are refusing to budge.
Dan Koh speaks with Ben Emons, Chief Investment Officer at Fed Watch Advisors, about what the Fed&rsquo;s shift in tone really means, how the end of quantitative tightening could reshape liquidity, and whether markets are due for a healthy pullback after months of record highs.

Enjoy this breakfast show: as you sip on your morning coffee, let notable markets and finance experts help you make sense of the latest movers on Wall Street.

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

US Markets Wrap

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

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