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BNN Bloomberg: Market isn’t pricing in 50-bps cut seriously

September 11, 2025

Mike Dickson, Ph.D.

Summary

Mike Dickson, Head of Research and Quantitative Strategies, joined BNN Bloomberg to discuss how markets are at all-time highs with a Fed rate cut expected next week due to weakening labor data, while AI continues driving market concentration with Oracle and Broadcom showing strong demand.

Not investment advice; mentions of specific securities are illustrative in nature.

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