CNBC's "Fast Money" What To Expect From Jackson Hole… And CME Partners With Fanduel 8/21/25
Aug 21, 2025
Target's stock takes a hit as the retailer grapples with sales decline and new CEO plans. A divided Federal Reserve signals potential implications for interest rates. Meanwhile, Walmart faces unexpected stock declines despite solid earnings, while FanDuel introduces a new betting platform linking wagers to economic indicators. The podcast also touches on emerging sports streaming deals, like MLB's partnership with NBC, and Starbucks' strategy to attract Gen Z with coconut beverages. Investment insights round out the discussion.
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Trade After Key Data, Not Headlines
- Watch upcoming inflation and employment prints before assuming a Fed cut is coming in September.
- Use those data points to adjust positions rather than relying on pre-speech market odds.
Minutes Reveal Conflicting Fed Risks
- Fed minutes flagged worries about inflation, tariffs, jobs, and asset prices, creating mixed policy signals.
- Markets price in cuts but options show significant potential moves, signaling complacency risks.
Fund Flows, Not Fundamentals, Fueled Q2 Moves
- A big asset allocation shift away from dollars into European equities drove large FX and equity moves in Q2.
- The next major directional move will hinge on Fed policy versus global central bank differentials.