EPISODE · Sep 5, 2025 · 43 MIN
Closing Bell: Positioning for a September Rate Cut? 9/5/25
from Closing Bell · host CNBC
Does today’s bleak jobs report seal the deal for a September rate cut and how should you position around it? We discuss with Bank of America’s Savita Subramanian, Invesco’s Brian Levitt and NB Private Wealth’s Shannon Saccocia. Plus, we break down the big bounce in Broadcom with star analyst Stacy Rasgon and shareholder Bill Baruch. And we drill down on the drop in Lululemon with analyst Brian Nagel. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
Does today’s bleak jobs report seal the deal for a September rate cut and how should you position around it? We discuss with Bank of America’s Savita Subramanian, Invesco’s Brian Levitt and NB Private Wealth’s Shannon Saccocia. Plus, we break down the big bounce in Broadcom with star analyst Stacy Rasgon and shareholder Bill Baruch. And we drill down on the drop in Lululemon with analyst Brian Nagel.
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Closing Bell: Positioning for a September Rate Cut? 9/5/25
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