Markets Await a September Cut

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 15th, 2025
Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, joins for a discussion on the equity rally and the headwinds US and global markets face through 2025. A quarter-point reduction in interest rates is seen as likely when the Fed announces its policy decision, with a small potential for a half-point move amid signs US job growth is slowing rapidly.
2) Henrietta Treyz, co-founder at Veda Partners, discusses Congressional priorities and potential for a September shutdown. Republicans are moving forward with a plan to fund the government past an Oct. 1 deadline without making concessions to Democrats demanding health-care policy changes. Senate Democratic leader Chuck Schumer has demanded any funding measure address Democratic priorities like the Obamacare premiums, which Senate Majority Leader John Thune disparaged as “odd."
3) Anastasia Amoroso, Chief Investment Strategist at Partners Group, joins for a discussion on opportunities in private markets as well as the momentum carrying the equity rally. Markets have priced in reductions continuing into 2026 to ward off a recession, driving Treasury yields to the lowest in months and propelling US stocks to record highs. The risk to those wagers is that Fed officials signal that investors have gotten ahead of themselves with inflation stubbornly above the central bank’s target and the impact of tariffs still playing out on prices.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on why AI's economic boost isn't showing up in GDP and WSJ's story on empty nesters.

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