Your Rate Cut Playbook 9/12/25

Halftime Report
12/09/2025 44 min
Your Rate Cut Playbook 9/12/25

Listen "Your Rate Cut Playbook 9/12/25"

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Episode Synopsis

Scott Wapner and the Investment Committee discuss their rate cut playbook ahead of next week’s Fed meeting. Plus, the Committee making some major portfolio moves, they reveal the latest. And later, Netflix down almost 5% this week, the desk debate their streaming strategy as a Paramount & Warner Bros. partnership takes shape. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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