CNBC's "Fast Money" Market Impact From A Rate Cut, And Nasdaq CEO On Exchanges, IPOs, and More 8/13/25
13 snips
Aug 13, 2025 Treasury Secretary Scott Bessent's call for a 50 basis point rate cut could shake up stock markets and impact your wallet. Nasdaq CEO Adena Friedman dives into trading dynamics and the hot IPO pipeline. The forecast for Cisco shines bright thanks to AI demand, while Amazon charges ahead in grocery delivery, threatening competitors. Discover the fierce competition in food delivery between Uber Eats and DoorDash. Plus, exciting developments in tech and media are explored, offering insights into emerging market trends.
AI Snips
Chapters
Transcript
Episode notes
Bessent's Big Rate-Cut Call Shakes Markets
- Treasury Secretary Scott Bessent urged large rate cuts, which would shift market expectations and likely boost equities if enacted.
- Panelists cautioned the economy and data must support cuts, making the outcome uncertain.
Small Caps Rally On Cut Expectations
- Guy Adami noted small caps and out-of-favor groups rally when rate-cut expectations rise.
- He also warned much of that optimism may already be priced into markets.
Lower Rates Boost DCF Multiples And Credit Relief
- Karen Finerman explained lower rates raise equity valuations via discounted cash-flow math and help borrowers with fixed-rate debt.
- Commercial real estate and weak-balance-sheet companies stand to benefit most from cheaper borrowing.