When Doves Fly, Big Tech’s Big Bounce, and Cracks in the Consumer? 8/22/25

The Exchange
22/08/2025 46 min
When Doves Fly, Big Tech’s Big Bounce, and Cracks in the Consumer? 8/22/25

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Episode Synopsis

Fed Chair Powell paving the way for a September rate cut, sparking a rally on Wall Street and helping to boost tech after some rough sledding. We dig into what to expect from the Fed after the next meeting and how to position. Plus, BofA’s Savita Subramanian changing course on one segment of consumer stocks after being bullish for two years 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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