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#76: Fed Rate Cuts Explained 📉 | Inflation, Nvidia, Tesla & Market Risks

Release Date: 09/17/2025

#76: Fed Rate Cuts Explained 📉 | Inflation, Nvidia, Tesla & Market Risks

Blue Chip FM

Spend Confidently. Live without Regret: The Federal Reserve met on September 17 — and markets expect a 25 basis point rate cut. But will the Fed deliver? In this episode of Blue Chip Now, we break down interest rate expectations, inflation concerns, and what the dot plot tells us about the rest of 2025. We also cover: • Why $7 trillion in money market funds could shake up equities and bonds 💵 • Nvidia facing antitrust scrutiny in China amid trade negotiations 🇨🇳 • Musk’s $1B Tesla stock buy — confidence or just a headline? 🚗⚡ • Investor sentiment, market risks, and...

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Blue Chip FM

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#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty

Blue Chip FM

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Blue Chip FM

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#72: Is the Market Rally for Real? Sector Moves & Economic Signals

Blue Chip FM

Spend Confidently. Live without Regret: https://www.bluechippartners.com In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Vince Parrack take a deep dive into the current state of the markets, with the S&P 500 quietly climbing nearly 8% since late April. Is this rally justified, or are there risks lurking beneath the surface? The team breaks down the sector drivers behind this move—particularly the outsized influence of information technology and communication services—and debates whether this momentum can hold as geopolitical...

#71: From Diapers to Diplomas: Strategic Financial Planning for Families

Blue Chip FM

Spend Confidently. Live without Regret: In this episode of Blue Chip NOW!, Daniel Dusina, CFA, is joined by Adam Larkin, CFP®, and Dan Seder, CFA, CMT, CFP® for an in-depth discussion on the real costs of raising a child and the best financial strategies for securing their future. Kicking off with market commentary on the most recently announced tariffs and their ripple effects, the conversation quickly transitions into the practical, personal, and long-term considerations of new parents. Daniel shares insights from meticulously tracking his baby’s expenses over nine months,...

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Blue Chip FM

In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® dive deep into the evolving dynamics of global trade and investor sentiment. Kicking things off with a reflection on a news-filled Mother’s Day weekend, they unpack the latest developments in U.S.–China tariff negotiations. With a 90-day tariff exemption window opening up between the nations, the conversation turns to how this temporary truce is impacting investor psychology, market sentiment, and near-term economic outlooks. The team reflects on how investor...

#69: Tariff Turbulence: You Don’t Need a Parachute

Blue Chip FM

In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CMT, CFA, CFP®, and Dan Seder, CMT, CFA, CFP® sit down to tackle one of the most volatile stretches the market has seen in recent memory. They discuss how tariff uncertainties, political pressures, and tech stock valuations have created sharp market swings, and why it's so important to avoid making emotional investment decisions during turbulent times. The team walks through how the investment committee at Blue Chip Partners approached recent volatility — emphasizing patience, long-term thinking, and a commitment to...

#68: Quarterly Edge: Q2, 2025 - A Deep Dive into the Economy, Stock Market, and More

Blue Chip FM

In this Quarterly Edge episode of Blue Chip NOW!, hosts Daniel Dusina, CFA® and Dan Seder, CFA®, CMT, CFP® explore the current uncertainty of the economy, sharing their thoughts on why it's challenging to be either optimistic or pessimistic in this ever-changing landscape. They discuss key topics like the labor market, new job opportunities, wage gains, and how the wealth effect is shaping consumer behavior. The hosts also take a closer look at the level of debt in U.S. households and what it means for future spending power. In addition, Daniel and Dan analyze the stock market and offer...

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...

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Spend Confidently. Live without Regret: https://www.bluechippartners.com

The Federal Reserve met on September 17 — and markets expect a 25 basis point rate cut. But will the Fed deliver?

In this episode of Blue Chip Now, we break down interest rate expectations, inflation concerns, and what the dot plot tells us about the rest of 2025.

We also cover:

• Why $7 trillion in money market funds could shake up equities and bonds 💵

• Nvidia facing antitrust scrutiny in China amid trade negotiations 🇨🇳

• Musk’s $1B Tesla stock buy — confidence or just a headline? 🚗⚡

• Investor sentiment, market risks, and what to watch this September 📊

👉 Stay ahead of the curve with insights on the Federal Reserve, inflation, the labor market, unemployment, and the tech sector driving the S&P 500.

“We have a lot of chatter around warnings of ‘sell the news’-type reaction, meaning you could get some semblance of market volatility, even if you get an interest rate cut.” – Daniel Dusina

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Links:

Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/

Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/

Vincent Parrack: https://www.bluechippartners.com/about/our-team/vincent-parrack/

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