July 31, 2025 • 8 mins
Following the announcement that rates would stay the same investors saw stocks drop slightly on Wednesday. Tim takes a look at that and what the Market looks like this morning already.
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
How are you, mister Wheatrow bred them fantastic? And I
know out of the three major indexes, only one of
them cares about Whetro Wednesday, and it's an aspect.
Speaker 2 (00:11):
Wait a minute, how did you how did you come
to that conclusion?
Speaker 1 (00:16):
Because the NAZAC was up thirty one point three eight points,
which is point one five it's in the green. How
Dowing Dow Jones was down one hundred and seventy.
Speaker 3 (00:25):
One, so they don't believe point three eight.
Speaker 1 (00:27):
Percent to the negative. And the S and P five
hundred was negative almost eight points, which was zero point
one two percent.
Speaker 2 (00:33):
Okay, So as long as they do good things, it
means they're in your favor for Wietro Wednesday. Is that
what you're saying.
Speaker 1 (00:41):
I just was reflecting that feeling as I was working
at them and watching the futures go up this morning.
Go fine, you know, I know everything can change by
four o'clock, but currently Jerome Powell doesn't like Whetro Wednesday either, No.
Speaker 2 (00:53):
No fool in it and Stocksville yesterday, A lot of
them not a big not a big tumble a little
bit right, uh, And a lot of the hends do
with the fact that I mentioned it earlier. Is that
Powell said, Okay, we're staying the same. But investors also,
and maybe you heard something that I didn't hear, but
investors also are a little leery about anything even happening
(01:14):
in September. Isn't he going to speak today and kind
of clear things up or muddle things up?
Speaker 1 (01:21):
Well, he spoke yesterday afterwards, and yeah, he just kind
of lays it out there. You know, I got one
word for you, transitory two years ago. You know, Oh,
it's trends. It's gonna be short term. This all this inflations. Oh,
it's not going to give Yeah, and then you were
late like raising them. And I'm not saying he's late
now he's looking at Dad. I'm not seeing right. So
(01:41):
but boy, it's just kind of a big.
Speaker 3 (01:44):
Old wet blanket on. He wants inflation down to two.
We're getting it down. We have the PCE coming out
their favorite reading.
Speaker 1 (01:51):
Today, so let's see where that comes out. It's currently
sitting at year over year, it's currently sitting at two
point three. They're expecting it to go up a little bit,
but I don't think that right now. The tariffs are
hitting us like he thought you know, if your cut rates,
you could always increase at the next meeting. I'm not
you know, we don't know.
Speaker 2 (02:11):
But how long does it take for that though to
really show up? So let's say yesterday he said, you
know what, we're going to cut rates. How quickly would
we see your reaction? Because everything takes time. The tariffs
are going to take time, I'll take effect, and everything else.
Speaker 1 (02:28):
Can come in a lot.
Speaker 3 (02:29):
They can come in a lot faster, fread once they
start cutting rates, So that will automatically stimulate. And again,
the emotional effect that will have is big because then
you've got to think about big businesses.
Speaker 1 (02:41):
Learning from banks. And yes, that four percent isn't going
to be a huge amount, but it just kind of
gives you that, Hey, rates could coming down. If I
was thinking about buying a house, you know, longer term
rates could start to come down more. You know, my
perfect rate is, Hey, I'd love to be in the
fives or something. For mortgages.
Speaker 3 (02:59):
I think that stimulate got to have some interest rates
because a few years ago we had zero. So if
I'm a person that wants CDs, I wasn't able to
get a rate, you know, a decent rate, but you know. Yeah,
all right, let me run this by positivity. Let me
let me run this by it, dear Fred. By not
(03:20):
lowering rates, Powell has put Trump in a box. The
federal interest on the national debt in twenty twenty.
Speaker 2 (03:28):
Four was eight hundred and eighty one billion dollars. By
not lowering rates, Trump will be the first president in
history who would have to pay one trillion dollars of
interest on the national debt. The only solution now is
to have Republicans show some spine and pay down at
least the principle on the principle of thirty seven trillion dollars.
(03:53):
Don't hold don't hold your breath, says Craig.
Speaker 1 (04:00):
I don't know the complete answer, you know, if if
all that Dad is is accurate. But you're right, you know.
Speaker 3 (04:07):
By having the rates where they're at, it can cause
some some issues to our national debt. But again, you
just can't cater. You have to look at the economy.
He's supposed to be independent, right, supposed to be independent.
If I say that three times, does that make it effective? Yeah?
Speaker 1 (04:29):
So, I don't know. I knew, but we were, I mean,
we knew this was going to happen. He would have
definitely surprised us to be cut rates. So we knew
this was coming.
Speaker 3 (04:39):
But look at the GDP. How much talk we get
about that. We were you know, came in at three
a lot better than expected. Last quarter it was at
negative point five. We were expecting positive two point three.
Speaker 1 (04:52):
It came into three percent. So we're growing. We're going
in the right direction, but we know that can get
modified when they give us some like the second reading,
the third reading right, and a lot of the numbers.
Speaker 2 (05:02):
A lot of the numbers looked good yesterday. I've got
another question for you. When you talked to Tim, could
you ask him if the consumer paying more for the
same goods and services gets reflected as growth in the GDP.
Speaker 3 (05:24):
I don't think so.
Speaker 1 (05:26):
You're still paying for more, more more data. I don't
know that there are true calculations of it, and I'm pod,
I don't you know, have that right off of me.
But I'll have some answers for you on that tomorrow,
all right.
Speaker 2 (05:38):
He just wants to know if because we're paying, because
we're paying more, does that get reflected in the in
the GDP so you can figure.
Speaker 1 (05:48):
Out that it's reflected in the PC and the CPI.
Speaker 2 (05:51):
Right, that's what I thought, because I remember you. I
remember you saying that. So yesterday we did have stocks
take a tumble. Give me a couple of the losers
from yesterday and then and you said, this morning things
look pretty decent.
Speaker 1 (06:06):
Yeah, the futures are pointing up. Right now, we have
video Gamer. Well, let's talk about the positive Hugh man
a Rose twelve point four, udio game market, electronic arts
climb five point seven. Train Technologies though. You know, here
are these people that you know that make the furnaces
of the system. They've been on a good run.
Speaker 3 (06:23):
They were up twenty seven point five as of yesterday,
but they lost eight point four percent. Freeport Nick Moran,
a Coprica producer. Yeah, they took a head of nine
point five. Who because Trump says, hey, you know, we're
thinking about taxing or him or excuse me, that's the
imports about fifty percent of the top Wow, coppers are
(06:45):
more important.
Speaker 1 (06:45):
Yeah, Starbucks slipped point two over percent. So yeah, we
had we had. Let me tell you what was positive
that day, and that gives me a good idea.
Speaker 3 (06:57):
What's going on here. And that's what the NASAC was.
Positive communication, which has a lot of tech in it.
Speaker 1 (07:01):
The technology sector both those were up and the utility
sectors up hunt and it all goes with those dud,
isn't it okay? All right?
Speaker 2 (07:09):
So winners and losers, just like every the story never changes,
just the names change to protect the innocent, as they
used to say. That's correct. So we've got a report
coming out today, right Today is Thursday at E and
Powell usually says something the day after they release the
(07:29):
report too. Do we know if he's going to be
speaking anywhere today.
Speaker 1 (07:34):
I don't see where he's speaking to he.
Speaker 3 (07:35):
Had he had a conversation yesday, but I'm sure he'll
he'll be coming out in the next few days and
give us some added data.
Speaker 2 (07:41):
That yeah, there's always there's always something all right. Well,
we'll speak with Tim again tomorrow morning and see how
the week shakes up. Who knows, we might end up
with a winning week depending on how investors feel about today,
because it's emotion driven. If you want to get a
hold of Tim four one nine eight two four thirty
three hundred Tim w atwitroadvisors dot Com on Facebook and
(08:05):
also on LinkedIn. Keep in mind, of course, advisory services
are offered through Capital Investment Advisory services LC securities are
offered through Capital Investment Group, a member of FINRA SIPC
How are you, mister Wheatrow bred them fantastic? And I
know out of the three major indexes, only one of
them cares about Whetro Wednesday, and it's an aspect.
Speaker 2 (00:11):
Wait a minute, how did you how did you come
to that conclusion?
Speaker 1 (00:16):
Because the NAZAC was up thirty one point three eight points,
which is point one five it's in the green. How
Dowing Dow Jones was down one hundred and seventy.
Speaker 3 (00:25):
One, so they don't believe point three eight.
Speaker 1 (00:27):
Percent to the negative. And the S and P five
hundred was negative almost eight points, which was zero point
one two percent.
Speaker 2 (00:33):
Okay, So as long as they do good things, it
means they're in your favor for Wietro Wednesday. Is that
what you're saying.
Speaker 1 (00:41):
I just was reflecting that feeling as I was working
at them and watching the futures go up this morning.
Go fine, you know, I know everything can change by
four o'clock, but currently Jerome Powell doesn't like Whetro Wednesday either, No.
Speaker 2 (00:53):
No fool in it and Stocksville yesterday, A lot of
them not a big not a big tumble a little
bit right, uh, And a lot of the hends do
with the fact that I mentioned it earlier. Is that
Powell said, Okay, we're staying the same. But investors also,
and maybe you heard something that I didn't hear, but
investors also are a little leery about anything even happening
(01:14):
in September. Isn't he going to speak today and kind
of clear things up or muddle things up?
Speaker 1 (01:21):
Well, he spoke yesterday afterwards, and yeah, he just kind
of lays it out there. You know, I got one
word for you, transitory two years ago. You know, Oh,
it's trends. It's gonna be short term. This all this inflations. Oh,
it's not going to give Yeah, and then you were
late like raising them. And I'm not saying he's late
now he's looking at Dad. I'm not seeing right. So
(01:41):
but boy, it's just kind of a big.
Speaker 3 (01:44):
Old wet blanket on. He wants inflation down to two.
We're getting it down. We have the PCE coming out
their favorite reading.
Speaker 1 (01:51):
Today, so let's see where that comes out. It's currently
sitting at year over year, it's currently sitting at two
point three. They're expecting it to go up a little bit,
but I don't think that right now. The tariffs are
hitting us like he thought you know, if your cut rates,
you could always increase at the next meeting. I'm not
you know, we don't know.
Speaker 2 (02:11):
But how long does it take for that though to
really show up? So let's say yesterday he said, you
know what, we're going to cut rates. How quickly would
we see your reaction? Because everything takes time. The tariffs
are going to take time, I'll take effect, and everything else.
Speaker 1 (02:28):
Can come in a lot.
Speaker 3 (02:29):
They can come in a lot faster, fread once they
start cutting rates, So that will automatically stimulate. And again,
the emotional effect that will have is big because then
you've got to think about big businesses.
Speaker 1 (02:41):
Learning from banks. And yes, that four percent isn't going
to be a huge amount, but it just kind of
gives you that, Hey, rates could coming down. If I
was thinking about buying a house, you know, longer term
rates could start to come down more. You know, my
perfect rate is, Hey, I'd love to be in the
fives or something. For mortgages.
Speaker 3 (02:59):
I think that stimulate got to have some interest rates
because a few years ago we had zero. So if
I'm a person that wants CDs, I wasn't able to
get a rate, you know, a decent rate, but you know. Yeah,
all right, let me run this by positivity. Let me
let me run this by it, dear Fred. By not
(03:20):
lowering rates, Powell has put Trump in a box. The
federal interest on the national debt in twenty twenty.
Speaker 2 (03:28):
Four was eight hundred and eighty one billion dollars. By
not lowering rates, Trump will be the first president in
history who would have to pay one trillion dollars of
interest on the national debt. The only solution now is
to have Republicans show some spine and pay down at
least the principle on the principle of thirty seven trillion dollars.
(03:53):
Don't hold don't hold your breath, says Craig.
Speaker 1 (04:00):
I don't know the complete answer, you know, if if
all that Dad is is accurate. But you're right, you know.
Speaker 3 (04:07):
By having the rates where they're at, it can cause
some some issues to our national debt. But again, you
just can't cater. You have to look at the economy.
He's supposed to be independent, right, supposed to be independent.
If I say that three times, does that make it effective? Yeah?
Speaker 1 (04:29):
So, I don't know. I knew, but we were, I mean,
we knew this was going to happen. He would have
definitely surprised us to be cut rates. So we knew
this was coming.
Speaker 3 (04:39):
But look at the GDP. How much talk we get
about that. We were you know, came in at three
a lot better than expected. Last quarter it was at
negative point five. We were expecting positive two point three.
Speaker 1 (04:52):
It came into three percent. So we're growing. We're going
in the right direction, but we know that can get
modified when they give us some like the second reading,
the third reading right, and a lot of the numbers.
Speaker 2 (05:02):
A lot of the numbers looked good yesterday. I've got
another question for you. When you talked to Tim, could
you ask him if the consumer paying more for the
same goods and services gets reflected as growth in the GDP.
Speaker 3 (05:24):
I don't think so.
Speaker 1 (05:26):
You're still paying for more, more more data. I don't
know that there are true calculations of it, and I'm pod,
I don't you know, have that right off of me.
But I'll have some answers for you on that tomorrow,
all right.
Speaker 2 (05:38):
He just wants to know if because we're paying, because
we're paying more, does that get reflected in the in
the GDP so you can figure.
Speaker 1 (05:48):
Out that it's reflected in the PC and the CPI.
Speaker 2 (05:51):
Right, that's what I thought, because I remember you. I
remember you saying that. So yesterday we did have stocks
take a tumble. Give me a couple of the losers
from yesterday and then and you said, this morning things
look pretty decent.
Speaker 1 (06:06):
Yeah, the futures are pointing up. Right now, we have
video Gamer. Well, let's talk about the positive Hugh man
a Rose twelve point four, udio game market, electronic arts
climb five point seven. Train Technologies though. You know, here
are these people that you know that make the furnaces
of the system. They've been on a good run.
Speaker 3 (06:23):
They were up twenty seven point five as of yesterday,
but they lost eight point four percent. Freeport Nick Moran,
a Coprica producer. Yeah, they took a head of nine
point five. Who because Trump says, hey, you know, we're
thinking about taxing or him or excuse me, that's the
imports about fifty percent of the top Wow, coppers are
(06:45):
more important.
Speaker 1 (06:45):
Yeah, Starbucks slipped point two over percent. So yeah, we
had we had. Let me tell you what was positive
that day, and that gives me a good idea.
Speaker 3 (06:57):
What's going on here. And that's what the NASAC was.
Positive communication, which has a lot of tech in it.
Speaker 1 (07:01):
The technology sector both those were up and the utility
sectors up hunt and it all goes with those dud,
isn't it okay? All right?
Speaker 2 (07:09):
So winners and losers, just like every the story never changes,
just the names change to protect the innocent, as they
used to say. That's correct. So we've got a report
coming out today, right Today is Thursday at E and
Powell usually says something the day after they release the
(07:29):
report too. Do we know if he's going to be
speaking anywhere today.
Speaker 1 (07:34):
I don't see where he's speaking to he.
Speaker 3 (07:35):
Had he had a conversation yesday, but I'm sure he'll
he'll be coming out in the next few days and
give us some added data.
Speaker 2 (07:41):
That yeah, there's always there's always something all right. Well,
we'll speak with Tim again tomorrow morning and see how
the week shakes up. Who knows, we might end up
with a winning week depending on how investors feel about today,
because it's emotion driven. If you want to get a
hold of Tim four one nine eight two four thirty
three hundred Tim w atwitroadvisors dot Com on Facebook and
(08:05):
also on LinkedIn. Keep in mind, of course, advisory services
are offered through Capital Investment Advisory services LC securities are
offered through Capital Investment Group, a member of FINRA SIPC
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