The Fed just cut rates 25bps — but this wasn’t just a cut. In Tom Lee's latest Macro Minute, he explains why this was a bullish cut and what it means for the market.
1 extracted signal · 1 resolved · 0 still active
Fundstrat19 Sept 2025, 19:13 UTC
AI-generated source summary
The video provides a fundamental analysis of the SPX500, asserting that consensus expected September to be a down month, while the analyst held a non-consensus view of it being positive. The August jobs report and CPI were interpreted as dovish. The FOMC rate decision was a dovish cut. The Fed cut 25 basis points. The speaker highlights Carson Research's findings: the S&P 500 has a 100% hit rate over the next 12 months when the Fed cuts interest rates within 2% of stock market all-time highs. The speaker suggests that small caps will outperform.
AI-generated summary based on the source content.
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