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

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

Update: 2025-08-22
Share

Description

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

Comments 
In Channel
The Exchange 9/3/25

The Exchange 9/3/25

2025-09-0346:16

The Exchange 9/2/25

The Exchange 9/2/25

2025-09-0247:10

The Exchange 8/14/25

The Exchange 8/14/25

2025-08-1446:36

The Exchange 8/13/25

The Exchange 8/13/25

2025-08-1346:46

The Exchange 8/12/25

The Exchange 8/12/25

2025-08-1245:51

The Exchange 8/11/25

The Exchange 8/11/25

2025-08-1145:55

The Exchange 8/8/25

The Exchange 8/8/25

2025-08-0844:41

loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

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

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

CNBC