CNBC's "Fast Money" Inflation, Rates & Fed Policy 9/26/25
Sep 26, 2025
Eamon Javers, a Washington correspondent known for covering political developments and their corporate implications, dives into the impact of President Trump's comments on Microsoft regarding Lisa Monaco. He highlights the political fallout and how it could affect corporate strategies. The discussion also explores market reactions to Trump's tariffs, with insights on how they're reshaping healthcare and pharma. Javers provides valuable context on navigating the volatility and potential investment opportunities as well.
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Headline-Fueled Intel Rally
- Intel's rally is driven more by headline-driven investor interest and potential strategic partners than fundamental fixes to its core business.
- Traders should view much of the recent gain as headline-fueled and consider taking profits after large moves.
Take Profits After Fast Runs
- Take profits into consideration after a sharp headline-driven run and heavy volume spikes.
- Avoid assuming the entire move is sustainable when core operations remain challenged.
Tariff Tweets Had Narrow Impact
- Markets broadly shrugged at tariff headlines because the moves were targeted to specific names rather than systemic.
- Traders focused more on macro data like softer PCE and consumer spending than on scattered tariff tweets.