The Federal Reserve cut rates on Wednesday, September 17, 2025 — but the path forward is anything but risk-free. Markets had already priced in much of the move, leaving investors to wonder if Powell’s guidance will calm volatility or spark fresh uncertainty.
Lance Roberts and Michael Lebowitz look at what the Fed’s latest decision means for stocks, bonds, and the economy.
Why Powell’s words may matter more than the rate cut itself.
The risks of inflation, slowing growth, and financial instability in the months ahead.
📈 Whether you’re an investor, trader, or just watching the markets, understanding the implications of Fed policy is critical.
SEG-1a: Something for Everyone from the Fed
SEG-1b: Markets Sell-off and Rally to Break-even
SEG-2a: The Fed's "Risk Management" Move
SEG-2b: Is the Fed Too Restrictive or Accommodative
SEG-2c: Nvidia + Intel Market Boost
SEG-2d: Dealing w Bad Data
SEG-2e: Is the Economy Okay?
SEG-2f: Cap-ex vs Consumer Spending
SEG-2g: The Fed's Quarterly Projections
SEG-2h: Fed Outlook not Good for Risk Assets
SEG-2i: There is No Real Safe Place in the Markets
SEG-2j: Market Momentum - Is this Like 1929?
SEG-2k: Keeping Things in Context - Why We Rebalance
👉 Stay ahead with daily market analysis and strategy. Subscribe now and join the conversation:
https://www.youtube.com/c/TheRealInvestmentShow
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
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The latest installment of our new feature, Before the Bell, "Market Volatility Looms Following Fed Cut," is here:
https://www.youtube.com/watch?v=TwqWqisbCyQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1-------
Our Previous Show, "Big Day: Fed Day," is here:
https://www.youtube.com/watch?v=cm9vskxwzNA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025:
https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/
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Articles mentioned in this report:
"Corporate Earnings Slowdown Signaled By Employment Data"
https://realinvestmentadvice.com/resources/blog/corporate-earnings-slowdown-signaled-by-employment-data/
"Invest Or Index – Exploring 5-Different Strategies"
https://realinvestmentadvice.com/resources/blog/invest-or-index-exploring-5-different-strategies/
"Portfolio Risk Management: Accepting The Hard Truth"
https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/
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