Not a fan of Fred? Unsubscribe here. |
Investors Spooked: Fed Doubts + Trade Fears Collide
Yesterday Marked 3rd Day of Losses, Is This the Start of a Bear Run?
September 26, 2025
|
MorningBullets is the fastest way to catch up on the market and political news that matter most to your money. Quick takes, sharp insight, and curated opportunities—served fresh every weekday morning. |
Today's Edition is brought to you by:
5 Companies with Quantum-Sized Upside (Act Fast)Think dot-com, 1993. Quantum’s “Wild West” favors early movers. Get our free report for names, tickers, and catalysts—plus the firm with a ~51.56% average target and three more poised to boost revenue as adoption accelerates. 📥 Access the Free Quantum Stock PicksBy clicking any link, you agree to receive emails from MarketMovingTrends and our partners. You can opt out at any time. Privacy Policy |

Good Morning, Stocks have slipped for a third straight day yesterday as fading hopes for quick Fed rate cuts weigh on sentiment. We unpack what’s driving the pullback, why trade tensions are adding fuel, and where policy risks could still sting investors. If you’re watching the S&P or holding rate sensitive names, this one’s worth a close look.”Meanwhile, clean energy stocks are shrugging off political noise with triple digit gains, proving markets don’t always listen to rhetoric. We’ve also got earnings misses, dividend hikes, and a few hidden opportunities on the radar. Don't forget our trivia at the bottom of the Newsletter. And with that, here are your Morning Bullets. – Truly yours, Fred Frost |
📉 Yesterday's Market RecapMarkets took a breather yesterday, with mixed signals as key players like Eli Lilly stumbled on clinical trial news. Indices closed lower amid uncertainty over policy delays and sector-specific headwinds. Here’s what moved the tape.
|
📉 Daily Performance Snapshot
|
🔭 What to Watch TodayToday’s calendar brings a mix of economic data and corporate moves that could sway markets, especially as inflation and Fed policy remain in the spotlight. Keep your eyes peeled for these developments.
|
💡 Opportunity WatchAmidst the noise of AI fears and policy shifts, a few under the radar plays are catching my eye for savvy investors.
|
Sponsored Content
This Report Covers 3 Stocks Most Investors Are Missing
Street Ideas is tracking 3 tickers tied to breakout tech, defense, and energy trends.
By clicking this link you will automatically be subscribed to the Street Ideas Newsletter. |
🔥 The Big BulletStocks fall for a third day as rate cut hopes fadeWhat happened: U.S. stocks slipped again today, marking the third straight down session for the major indexes. Selling picked up into the close and hit broad sectors, not just tech. Volatility stayed moderate, but buyers were cautious. The move followed a recent reset in rate-cut expectations. Traders are weighing mixed economic signals and policy headlines. Some analysts warned that momentum is weakening. Some wonder if a deeper pullback may be starting. For now, the tape shows lower highs and lower lows across this week. Why it matters: When hopes for quick rate cuts fade, stock valuations feel pressure because future earnings get discounted more. Defensive areas can hold up better, while rate-sensitive names can lag. Policy noise adds to this. The White House launched a broad import probe that could lead to new tariffs on robotics, machinery, and medical devices, which could widen trade risks. Extra costs can hit margins and raise prices. That can slow growth and keep inflation sticky. If inflation stays firm, the Fed has less room to ease. Meanwhile, some investors think the central bank’s stance is shifting; an analysis found here, argues policy direction is in flux, which can lift day to day swings. In short, rates, trade, and earnings are pulling on the market at the same time. What’s next: Watch for signs of stress in housing and consumer demand. A top macro analyst called the August new home sales jump “implausible,” raising the odds of revisions that could shift rate and growth views. Policy headlines also matter for sentiment. A group of former Fed chairs and Treasury leaders urged the Supreme Court to protect the Fed’s independence could influence confidence if the Court takes up related questions. Earnings and guidance will steer sector moves as well. Companies that stress cost control and steady cash flow may find support. Rate sensitive areas could bounce if yields ease. But if yields stay high and trade risks rise, dips can extend. |
🧭 Policy & Market Ripples
|
Sponsored Content
Wall Street’s Dark Pools Just Got ExposedWall Street’s secret “shadow exchange” was never meant for retail traders. It now handles more trades than the NYSE.
Now you can track it — and potentially ride the waves of high-volume trades most investors
never see.
Supercharged Tickers aim to deliver double-digit returns — no options required. Get the ticker + how-to free: 🔎 See What They Don’t Want You To KnowBy clicking the link above you agree to periodic updates from ProsperityPub and its partners. Privacy Policy |
Today's Trivia
Yesterday, 67% of you chose the right answer to the trivia question: It is impossible to consistently outperform the market because all available information is already reflected in prices
|