Unusual Whales Pod Ep. 64: Fed CUTS Rates 25BPS, FOMC, Labor, and Housing Markets

About this episode

The episode discusses the current state of the economy, including GDP, inflation, labor market trends, and housing prices.

This episode of the Unusual Whales Pod was recorded Live on September 17th, 2025. Nicholas and macroeconomic experts and investors to discuss the economy giving us a mixed bag: GDP rebounded in Q2, but inflation remains stickier than anyone hoped, the labor market is cooling, and markets are trying to read the Fed’s mind while balancing sheets and bond yields do their own thing. Housing is still pricey, consumer spending shows resilience but is uneven, and global factors from trade friction to energy volatility are keeping many on edge Panel: Joseph Wang https://twitter.com/FedGuy12 Thelastbearstanding https://twitter.com/LastBearStandng Jonny Matthews https://x.com/super_macro Martin Pelletier https://twitter.com/MPelletierCIO Hosted by: Nicholas FNS: https://twitter.com/NicholasFNS Unusual Whales: https://twitter.com/unusual_whales This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have…

People in this episode

Host: Nicholas

Guests: Joseph Wang, Thelastbearstanding, Jonny Matthews, Martin Pelletier

Topics covered

• economy
• inflation
• labor market
• housing market
• consumer spending
• FOMC
• GDP

Keywords

• Fed cuts rates
• FOMC
• labor market
• housing market
• consumer spending
• GDP
• inflation

Mentioned in this episode

Organizations: Unusual Whales

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