Brew Markets Fed Rate Reaction & Will A Bespoke Shakeup Help Etsy?
Oct 29, 2025
The podcast dives into the Fed's recent rate cut and the mixed opinions behind it. Caterpillar's innovative AI growth is showcased, alongside Boeing's continued struggles with their 777x program. The leadership shakeup at Etsy raises questions about its future, especially with declining buyer activity. A listener question reveals the reasons behind record stock buybacks this year, highlighting their market implications. NVIDIA's impressive valuation milestone and Chili's strong performance add intrigue to the closing market updates.
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Episode notes
Fed's Unity Gap Could Halt More Cuts
- The Fed's October quarter-point cut was less unanimous and may not guarantee a December cut.
- Powell warned differing views and limited data could keep the Fed from a third cut in 2025.
Ending QT Eases Rate-Cut Pressure
- The Fed will stop selling securities on December 1, ending a form of quantitative tightening.
- Ending QT reduces pressure to cut rates further by leaving more liquidity in the system.
Data Gaps Give Fed Cover To Pause
- Missing government data due to the shutdown gives the Fed cover to avoid another cut.
- Available data like a hotter CPI argues against an extra cut this year.