CNBC's "Fast Money" Fast Money 9/17/25
Sep 17, 2025
The discussion kicks off with insights on the Fed's latest 25bp cut and the market's unpredictable reactions. Lyft's new partnership with Waymo stirs excitement, while there's caution regarding Alibaba's soaring stocks. A spotlight on Eli Lilly and Novo's weight-loss trials reveals intriguing commercial prospects. Plus, the upcoming Meta AI glasses have everyone buzzing about innovation. Finally, traders share their final trade picks, rounding out a lively session filled with market strategies.
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Fed's Cut Was Priced In And Divisive
- The Fed delivered a 25bp cut while signaling two more cuts this year and showing wide committee disagreement.
- Markets largely priced it in, so the immediate impact on stocks and bonds was muted.
Employment Risks Now Drive Cut Considerations
- The Fed flagged increased downside risks to employment, making future cuts conditional on labor weakness.
- That balances the dual mandate and keeps rate path uncertain.
Position Ahead, Don't Chase Fed Moves
- Don’t wait to buy after a Fed call; markets often front-run policy through bonds and stocks.
- Positioning before a decision is essential for active managers and traders.