The Morning Filter 5 Stocks to Buy Before the Fed Cuts Interest Rates
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Sep 8, 2025 Explore the shifting economic landscape as hosts dive into the impact of potential Federal Reserve interest rate cuts. Discover five stocks positioned to thrive, including noteworthy mentions like Realty Income and ExxonMobil. They analyze Nvidia's rising fair value and question whether Marvell’s stock presents a buying opportunity despite recent turbulence. With discussions on inflation, tariffs, and evolving job market dynamics, listeners gain insights into strategic investment opportunities and market forecasts.
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Tariff Ruling Likely To Have Limited Market Impact
- A federal appeals court found many of Trump's global tariffs illegal, but markets barely reacted.
- Dave Sekera argues the administration has other legal tools and the issue may go to the Supreme Court.
Inflation Tick Doesn't Kill Fed-Cut Expectations
- July's PCE inflation ticked higher, but markets still price a September Fed cut.
- Sekera notes CPI/PPI would need to be much higher to derail expected easing.
Weak Jobs Data Solidifies Fed Easing Odds
- August payrolls were very weak, strengthening the case for Fed easing in September.
- Markets price nearly 100% chance of a September cut and further cuts through year-end.