Real Vision: Finance & Investing

Fed Rate Cut Bets, France’s Political Shakeup, and Nasdaq’s Blockchain Push: PALvatar Market Recap, September 9 2025

Sep 9, 2025
Explore the latest market dynamics as fresh highs hit the Nasdaq and S&P 500 while investors anticipate a Fed rate cut. Political turbulence in France stirs uncertainty, influencing market sentiment. Gain insights into the booming mining sector driven by strategic M&A activity. Furthermore, discover how Nasdaq is embracing blockchain technology, paving the way for greater crypto adoption. Stay informed on upcoming inflation data that could impact your investments.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Fed Cut Odds Drive Record Highs

  • Markets pushed the Nasdaq and S&P 500 to new highs on growing odds of a Fed rate cut next week.
  • The CME FedWatch shows an 88% chance of a 25bp cut and 12% for 50bp, driving risk-on positioning.
INSIGHT

Index Changes Move Individual Stocks

  • Index rebalances and corporate moves triggered notable stock winners and losers.
  • Robinhood gained after S&P inclusion news while MicroStrategy fell after missing inclusion despite meeting eligibility.
INSIGHT

M&A Lifts Mining And Resources

  • Big M&A deals drove gains in mining and resources stocks during the session.
  • Anglo-American and other miners surged after agreeing mergers and several corporate takeovers surfaced.
Get the Snipd Podcast app to discover more snips from this episode
Get the app