Where could investors see the effects of lower rates?

Markets in Focus
09/09/2025 20 min
Where could investors see the effects of lower rates?

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Episode Synopsis

Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss what’s dominating investor psyches: How September cuts from the Fed could affect the investment landscape. Meanwhile, although major hyperscalers with cash on their balance sheets may remain unaffected by interest rate changes, the big winners in artificial intelligence (AI) are facing ever-climbing expectations.
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