CNBC's "Fast Money" Fast Money 9/16/25
Sep 16, 2025
Dive into the chaotic shifts in TikTok's U.S. operations and the looming national security debates. Explore the uncertain future of the housing market amidst rising mortgage rates and possible privatization of Fannie Mae. Unpack the competitive landscape of obesity treatments with promising new drugs. Plus, insights into tech giants' investments in AI and how they influence consumer trends and market performance. It's a high-stakes look at finance, tech, and the complexities of modern investing.
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TikTok Control Hinges On Algorithm
- The proposed TikTok deal would place control with U.S. investors and a U.S.-appointed board member.
- Re-engineering TikTok's algorithm is central and may alter its core value to users.
Gold And Dollar Signal Market Dissonance
- Gold rising and the dollar weakening signal market unease despite record equity highs.
- Divergent signals suggest bonds, currency, and gold are pricing different risks than stocks.
Position For Measured Fed Action
- Expect the Fed to remain measured and decide meeting-by-meeting rather than promise an October cut.
- Avoid assuming aggressive cuts; position for possible long-end yield rises if cuts surprise markets.