Impact and fallout of 50 point cut, Warren Buffet and the US picks their poison!

12 September 2025

In this episode of Macro Mondays, Charlie does his deepest dive into a topic to date! Focussed on the 50-basis point cut. Why did it happen? What will the impacts be? FedEx adjusting their forward guidance. Warren Buffet continuing to sell his Bank of America shares. The US having to choose between the two economic impacts that either president candidate will enact while in office. New Zealand being on a 7-quarter long loss streak against recession.

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