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“The economic data proved out that cuts are warranted. There are more cuts to come.” – 02:49

Peter Tuchman, Senior Floor Trader at TradeMas, joins Remy Blaire at the New York Stock Exchange to discuss the latest developments from the Federal Reserve and their impact on the financial markets.

Peter reflects on the impressive performance of the markets, with the Dow, Nasdaq, S&P 500, and Russell all closing at record highs. Peter highlights that this marks the 27th record close of the year, comparing it to the previous year, which saw 58 record closes out of 218 trading days. Despite various challenges, including geopolitical tensions and economic fluctuations, the market has demonstrated remarkable resilience, largely attributed to the leadership of Jay Powell at the Fed.

Remy and Peter discuss the significance of the recent market movements, particularly the follow-through day after the Fed’s announcement, which Peter believes is crucial for gauging market sentiment. He explains that while the initial reaction to the Fed’s decision was mixed, the subsequent day saw a strong positive response, indicating that investors are regaining confidence.

The conversation shifts to the broader economic landscape, where Remy highlights the ongoing discussions between President Trump and China’s leader Xi Jinping, particularly regarding TikTok and other trade matters. Peter emphasizes the importance of these negotiations for the market and points out recent investments in the tech sector, including significant moves by Intel and NVIDIA in the AI space.

“The world right now is recognizing that the United States dollar is worth less than it was even at the beginning of the year.” – 02:38

David Stryzewski, Fintech.TV Contributor and CEO of Sound Planning Group, joins Remy Blaire at the New York Stock Exchange to discuss the recent Federal Reserve rate decision and its implications for the financial markets.

The segment begins with Remy highlighting the Fed’s decision to ease rates by a quarter of a percentage point, a move that was widely anticipated. However, she notes that the central bank’s more hawkish outlook for 2026, predicting only one more rate cut next year, diverges from market expectations of two or more cuts. David shares his insights on the mixed market reaction following the Fed’s announcement, suggesting that while a quarter-point cut may not significantly impact mortgage rates or the national debt, it is a step in the right direction. He speculates that further cuts could be forthcoming, driven by upcoming economic challenges.

The conversation shifts to the pre-market surge in Intel shares, which rally by as much as 30% after NVIDIA announces a $5 billion investment in the company. David emphasizes the significance of this investment in strengthening American manufacturing and competing with global players like China and Huawei.

Remy then pivots the discussion to precious metals, particularly gold and silver. David explains that the current decline in the value of the U.S. dollar—down about 10-11% since the beginning of the year—has led to an increase in hard assets like gold. He notes that as it takes more dollars to purchase an ounce of gold, this reflects inflationary pressures. David expresses optimism about the potential for gold, silver, platinum, and palladium to experience a strong run, with metal miners likely leading the market.

The discussion continues with a focus on silver, where David describes the current “silver squeeze,” driven by significant demand from solar panel production and electronics. He highlights the favorable mining ratio of silver to gold, suggesting that silver presents a unique investment opportunity.

As the segment progresses, Remy examines stock futures, which indicate a higher opening for the Nasdaq and S&P 500. She asks David about finding opportunities in the current market landscape. He points out the concentration of value in the top 10 stocks of the S&P 500 and shares his strategy of reallocating investments away from big tech and into metals and metal miners, which he believes are essential for a modern portfolio.

Finally, the conversation turns to the bond market, where David emphasizes the importance of monitoring 30-year treasuries, currently around 5%. He explains that the bond market often predicts future economic conditions, and the current rates suggest a 5% inflation outlook. David cautions that if interest rates rise, bond portfolios could face challenges due to price changes.

“Wall Street’s been positioned for this incorrectly. They’ve been way too negative.” – 02:38

Michael Landsberg, CIO of Landsberg Bennett, joins Remy Blaire on the trading floor of the New York Stock Exchange to discuss the current state of the economy following the recent Federal Reserve meeting. Activity in the housing sector remains weak, and the pair discuss the implications of the Fed’s decision to cut interest rates by 25 basis points, as well as Fed Chair Jay Powell’s cautious outlook on future rate cuts.

Michael explores the market’s reaction to the Fed’s announcement, particularly the decline in high-flying tech stocks like NVIDIA, Oracle, Palantir, and Broadcom, while Intel’s shares surged after NVIDIA announced a $5 billion investment in the company.

Michael shares his insights on Powell’s statements regarding risk management and inflation, emphasizing that while there is pressure for further rate cuts, the Fed may adopt a wait-and-see approach based on upcoming economic data. Michael and Remy discuss the importance of the labor market, inflation metrics, and the upcoming GDP revision, durable goods data, and PCE figures, which will be critical in shaping the Fed’s decisions moving forward.

They also analyze the surprisingly strong retail sales figures and what they mean for consumer spending and GDP growth. Michael points out that the American consumer often defies expectations, spending even when it seems counterintuitive. He highlights that companies have managed to keep prices in check despite tariffs, which has positively impacted earnings.