Introduction to Bloomberg Surveillance Podcast
The Bloomberg Surveillance Podcast, hosted by Tom Keene and Paul Sweeney, is a daily show that discusses current market trends and economic outlooks. On September 19th, 2025, the show featured several guests who shared their insights on the recent Federal Reserve rate cut and its potential impact on the US economy and various markets.
Market Reaction to the Fed’s Rate Cut
The Federal Reserve’s decision to cut interest rates has sent US stocks to fresh records, with investors anticipating a series of rapid rate cuts. Yelena Shulyatyeva, Senior Economist at the Conference Board, joined the show to discuss the implications of this decision on the US economic outlook. According to Shulyatyeva, the rate cut is expected to propel markets to new heights, but it also raises concerns about lofty valuations and bearish seasonal trends.
Impact on Equity Markets
Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, shared her thoughts on what comes next for markets after the Fed’s long-anticipated rate cut. Hunt believes that the looser policy will give equity bulls a tailwind, allowing investors to continue climbing after a stellar rally. However, she also noted that the concerns over lofty valuations and bearish seasonal trends cannot be ignored.
Effect on Real Estate and Commercial Real Estate
Hessam Nadji, CEO at Marcus & Millichap, discussed how lowered interest rates could reshape real estate and commercial real estate. Nadji believes that the concerns over commercial real estate (CRE) are overblown and that the lowered interest rates will have a positive impact on the sector. He also shared his insights on how the rate cut will affect the real estate market as a whole.
Latest Headlines and Trends
Lisa Mateo joined the show to discuss the latest headlines in newspapers across the US. Some of the interesting stories included a new study showing that men seek weight loss treatment far less than women, and a report on the growing trend of homeowners spending big on outdoor cat patios, dubbed "Catios."
Conclusion
In conclusion, the Bloomberg Surveillance Podcast on September 19th, 2025, provided valuable insights into the potential impact of the Federal Reserve’s rate cut on the US economy and various markets. The show’s guests shared their expertise on the implications of the rate cut on equity markets, real estate, and commercial real estate. As the market continues to evolve, it will be interesting to see how the rate cut affects the economy and investors in the coming weeks and months.
