#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty
Release Date: 08/20/2025
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#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty
Blue Chip FM
Spend Confidently. Live without Regret: U.S. markets are hitting record highs as the S&P 500, Dow, and Nasdaq push upward, fueled by strong corporate earnings, moderate inflation readings, and speculation about Federal Reserve interest rate cuts. But it’s not just mega-cap tech stocks like Nvidia and Microsoft driving the rally. In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® break down: Why momentum is building in the stock market 📈 Record inflows into international and emerging...
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The Dance of the Stock Market
Blue Chip FM
In this clip from the latest episode of Blue Chip NOW!, hosts Matt Mondoux and Dan Seder break down a fascinating statistic dating back to 1990, down days and up days, and the dance of the stock market. Matt Mondoux: Dan Seder: Click here for important disclosure information: https://www.bluechippartners.com/disclosures/ Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/ Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/ Are...
info_outlineSpend Confidently. Live without Regret: https://www.bluechippartners.com
U.S. markets are hitting record highs as the S&P 500, Dow, and Nasdaq push upward, fueled by strong corporate earnings, moderate inflation readings, and speculation about Federal Reserve interest rate cuts. But it’s not just mega-cap tech stocks like Nvidia and Microsoft driving the rally.
In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® break down:
- Why momentum is building in the stock market 📈
- Record inflows into international and emerging markets 🌎
- The $7 trillion sitting in money markets — and where it may go 💵
- Mixed economic signals, from unemployment to retail sales ⚖️
- What the Fed’s upcoming decisions could mean for stocks, bonds, and the broader economy
With investor sentiment shifting and cash reserves waiting to re-enter the market, this is a must-watch conversation for anyone tracking financial markets in 2025.
👉 Subscribe for more insights on the Federal Reserve, economic outlook, and investment trends.
“The S&P has been above its 20-day moving average for 68 consecutive days—something that’s only happened nine times since 1957.” – Matthew Mondoux
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Daniel Dusina, CFA: https://www.bluechippartners.com/about/our-team/daniel-dusina/
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Dan Seder, CFA, CMT, CFP®: https://www.bluechippartners.com/about/our-team/daniel-seder/
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Timestamps
00:00 Introduction
01:22 Record Highs – S&P 500, Dow, Nasdaq hit new peaks
02:28 Momentum Signals – S&P above 20-day moving average
03:04 Earnings Strength – Q2 surprises and weaker dollar tailwind
04:05 Corporate Guidance – Management outlook boosting confidence
05:21 Retail Investors & Buy the Dip – Meme stocks and participation
06:05 Broader Market Participation – Rally expands beyond big tech
07:30 Dollar Trends – Weakening dollar’s impact abroad
08:48 $7 Trillion in Cash – Money markets on the sidelines
09:57 Fed Cuts & Money Markets – Shifts that could move capital
11:33 Economic Signals – Mixed jobs, retail sales, and inflation
13:09 Fed’s Dilemma – Political pressure and policy uncertainty
13:52 Rate Cut Expectations – 25 bps in September?
15:17 Mortgage Rates Reality – Why cuts don’t lower long-term rates