Podcast

Lower Interest Rates

Will Simpson and Greg Wise

August 22, 2025

Markets surge as the Fed Chairman hints at rate cuts.

Greg and I talk about Fed Chair Powell’s Jackson Hole speech and what it means for markets and your portfolio.

Markets closed the week on a strong note, with most of the gains coming today after Fed Chair Powell hinted at a rate cut in September. At the time of writing, the TSX is up 1.7% on the week, while in the U.S., the S&P 500 is modestly higher and the Dow is leading with nearly a 2% gain. Strength was broad based, with areas like energy, industrials, and real estate helping lift markets.

Looking ahead, the next few inflation readings will be important in shaping whether the Fed follows through on that September cut. The futures market has been all over the place on whether or not a rate cut will happen, moving from over 100% down to 70% and up to 87% today.

Another big event on the horizon is Nvidia’s earnings on Wednesday. With the stock now the single largest weight in the S&P 500 at around 8%, its results could have a meaningful impact on overall market performance, especially given how central AI has been to this year’s market story.

If you have any family or friends that we may be able to help, we are here as a resource. We are here working for you.

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Best,

Will Simpson, CIM
President, Chief Investment Officer & Portfolio Manager