9-25-25 Accommodative or Restrictive - Decoding the Fed's Latest Move
Update: 2025-09-25
Description
The Federal Reserve’s latest move has investors asking: Is policy turning more accommodative or staying restrictive? Lance Roberts and Michael Lebowitz decode the Fed’s decision, cut through the jargon, and explain what it means for markets, rates, and your money.
We’ll cover:
What the Fed actually signaled last week
The difference between accommodative and restrictive policy
How markets typically react to these shifts
Key risks for stocks, bonds, and the economy going forward
Stay tuned as we unpack the Fed’s message and put it into plain language for investors navigating uncertain markets.
SEG-1a: On becoming "vintage" and Irrational Exuberance
SEG-1b: Markets Appear to be Pulling Back
SEG-2a: Jerome Powell's "Fairly Valued" Market Assessment
SEG-2b:The Virtual Circle of the Markets & Economy
SEG-2c: Quad Chart: Is the Fed too Easy or too Restrictive?
SEG-2d: Markets Are Always Searching for a Narrative
SEG-2e: AI Impact - A Double-edged Sword
SEG-2f: What Credit Spread Compression is Telling Us
SEG-2g: How We Manage in the Markets Now
SEG-2h: The Fed Jargon Test
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, ww Portfolio Manger, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Articles Mentioned in Today's Show:
"Accommodative Or Restrictive? Decoding The Fed’s Latest Move"
https://realinvestmentadvice.com/resources/blog/accommodative-or-restrictive-decoding-the-feds-latest-move/
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Watch today's video on YouTube:
https://www.youtube.com/watch?v=oDHV6eIWGlI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
--------
The latest installment of our new feature, Before the Bell, "Market Pullback or Just a Pause?" is here:
https://www.youtube.com/watch?v=AYd7d13Iu1Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our Previous Show, "Strange Recession Signals: What Markets & Odd Indicators are Telling us" is here:
https://www.youtube.com/watch?v=UKIv4RZn6sE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#StockMarketToday #PreMarketUpdate #MarketPullback #EnergyStocks #StockMarketAnalysis #DecodingTheFed #FederalReserve #FedDecision #InterestRates #MarketOutlook #InvestingAdvice #Money #Investing
We’ll cover:
What the Fed actually signaled last week
The difference between accommodative and restrictive policy
How markets typically react to these shifts
Key risks for stocks, bonds, and the economy going forward
Stay tuned as we unpack the Fed’s message and put it into plain language for investors navigating uncertain markets.
SEG-1a: On becoming "vintage" and Irrational Exuberance
SEG-1b: Markets Appear to be Pulling Back
SEG-2a: Jerome Powell's "Fairly Valued" Market Assessment
SEG-2b:The Virtual Circle of the Markets & Economy
SEG-2c: Quad Chart: Is the Fed too Easy or too Restrictive?
SEG-2d: Markets Are Always Searching for a Narrative
SEG-2e: AI Impact - A Double-edged Sword
SEG-2f: What Credit Spread Compression is Telling Us
SEG-2g: How We Manage in the Markets Now
SEG-2h: The Fed Jargon Test
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, ww Portfolio Manger, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
-------
Articles Mentioned in Today's Show:
"Accommodative Or Restrictive? Decoding The Fed’s Latest Move"
https://realinvestmentadvice.com/resources/blog/accommodative-or-restrictive-decoding-the-feds-latest-move/
--------
Watch today's video on YouTube:
https://www.youtube.com/watch?v=oDHV6eIWGlI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
--------
The latest installment of our new feature, Before the Bell, "Market Pullback or Just a Pause?" is here:
https://www.youtube.com/watch?v=AYd7d13Iu1Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Our Previous Show, "Strange Recession Signals: What Markets & Odd Indicators are Telling us" is here:
https://www.youtube.com/watch?v=UKIv4RZn6sE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#StockMarketToday #PreMarketUpdate #MarketPullback #EnergyStocks #StockMarketAnalysis #DecodingTheFed #FederalReserve #FedDecision #InterestRates #MarketOutlook #InvestingAdvice #Money #Investing
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