

Evening Edition: U.S. And Britain Announce Tech Partnership, Intel Stocks Soar
Sep 18, 2025
Chris Markowski, a financial expert and host of the Watchdog on Wall Street podcast, joins to dissect a groundbreaking $350 billion U.S.-U.K. tech partnership. He highlights potential job creation and economic value, revealing that the deal may favor the U.K. more. The discussion also covers the Federal Reserve's recent rate cuts and the impressive surge in Intel stocks following Nvidia's investment announcement. Markowski provides insights into inflation dynamics and the implications of these financial moves on both sides of the Atlantic.
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Fed Rate Cut Lifted Markets But Limited Impact
- The Fed cut rates by a quarter point and signaled two more cuts could come this year, which lifted markets to record highs.
- Chris Markowski says the move is largely priced in and won't dramatically change mortgage rates because those follow the 10-year bond.
Fed Data Is Flawed, Needs Better Ground Truth
- Chris Markowski argues Fed data is unreliable because of poor collection methods and revisions to jobs numbers.
- He believes on-the-ground surveys from many economists would yield better real-time insight than current government data.
Prioritize Inflation Over Dual Mandates
- Focus monetary policy on a single priority: controlling inflation, not a dual mandate.
- Chris Markowski urges the Fed to prioritize inflation because cost-of-living pressures remain high.