CNBC's "Fast Money" Fast Money 9/30/25
Sep 30, 2025
The hosts delve into the volatility of the markets, discussing banking weaknesses and rising delinquency rates. Holiday spending trends show a shift towards value retailers, while limited retail real estate construction poses challenges. There's excitement about Nike's turnaround and government stakes in critical minerals. A significant deal in pharma reveals new pricing strategies, and Instacart faces tough competition issues. The chat wraps up with innovative partnerships like Amazon and FanDuel for in-stream betting, leaving listeners informed and intrigued.
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Lower-End Consumer Strain
- Rising delinquencies and lower credit scores signal stress concentrated in lower-quality consumers.
- Markets haven't fully priced this credit weakness yet, creating potential downside risk.
Consumers Vary By Income Cohort
- The consumer is not a monolith; higher-income cohorts remain resilient while lower-income groups pull back.
- Bank earnings will reveal how differently lenders are exposed to each consumer segment.
Plan Retail Space For Two Years Out
- Retail real estate teams plan 24 months ahead, so focus your location decisions on long-term demand, not short-term noise.
- Favor second-generation space where supply is constrained and development is limited.