Wall Street ended with doubts after cutting of fees and future panorama raised by the Fed

In this context, the Dow Jones index of industrialists rose 0.6% to 46,018.32 points; The S&P500 lost 0.1% to 6,601.02 points and the Nasdaq Composite depreciated 0.3% to 22,261.33 points.

Fed monetary policy perspectives

The Federal Reserve reduced interest rates 0.25% on Wednesday for the first time in nine months and considers it necessary to make two more cuts this year, Since the concern for a weakening of the labor market, which threatens the economy, overcomes concern about inflation that still exceeds the objective of the Central Bank.

“Recent indicators suggest that the growth of economic activity was moderated in the first half of the year,” the Fed declared in its monetary policy statement on Wednesday. “The growth of employment has slowed and the unemployment rate has increased slightly, but it remains low. Inflation has increased and remains somewhat high,” he added.

The Federal Open Market Committee (FOMC) reduced its type of reference by 0.25%, to a range between 4.00% and 4.25%.

A type cut was greatly expected and had been discounted during the weeks before the meeting. When warning the risk change of inflation to the labor market, the president of the FED, Jerome Powell, indicated that the expectant attitude that had pauses the cuts of fees since December 2024 was coming to an end. “It was time to adjust monetary policy,” Powell said in the Central Bank symposium in Jackson Hole, Wyoming.

The recent data of the labor market after the statements of the FED head fueled these concerns: payrolls increased only in 22,000 jobs in August, less than the 75,000 that economists expected, while the unemployment rate rose to 4.3 %.

The decision occurs in the middle of a restructuring at the Board of Members of the Fed. The Senate confirmed on Monday to Stephen Miran, economic advisor of President Donald Trump, for the Board of Governors of the Federal Reserve, just in time to participate in the vote on the cut of wednesday. Look, who is mostly considered in favor of type cuts, reinforces the position of the moderates in the Fed, including governors Michelle Bowman and Christopher Waller, who voted against the decision of the Central Bank in July to maintain the types of unchanged.

Wall Street outstanding actions

In corporate news, the actions of General Mills They fell 2.7% after the packaged food company reiterated its annual sales and profits, but registered a decrease in demand in its key segment of North America. The quarterly volumes in North America of the group based in Minneapolis decreased 16 percentage points compared to the previous year, and the company now anticipates that the general growth of the category will be lower than its long -term objectives.

Besides, Apple It fell 0.7% since smartphone sales in China fell 6% in the weeks prior to the launch of the iPhone 17, a more pronounced deceleration than usual before the launch of its flagship model, according to Counterpoint Research.

The actions of Lyft They advanced 13.1% after the company announced a new alliance with Waymo to offer autonomous transport services to Nashville in 2026.

Workday It grew by 7.2% after the activist investor Elliott Management revealed a participation of more than US $ 2,000 million in the company that will support its leadership.

Baidu It amounted to 113% driven by the growing confidence of investors in their local artificial intelligence chips initiatives, as China accelerates its path towards the independence of semiconductors.

China’s humanoid robots actions have been marching

The shares of the humanoid robots value chain that traded in China increased by 13.5% from September 5, significantly exceeding the 4.4% increase in MSCI, largely driven by developments around Tesla’s optimus robots, according to Morgan Stanley analysts. In addition, they indicate that “the actions related to humanoid bodies won more, rising 15.7%. We believe that recent updates on Tesla Optimus have been the key catalyst,” analysts wrote.

In addition, they stressed that on September 5 Tesla proposed a long-term compensation package for Executive Director Elon Musk linked to a key operational milestone of delivering 1 million robots in 10 years and on September 7, the same company shared an image of the optimus gen2.5 in Weibo with the title “accelerating the evolution”, while on September 10, Musk revealed in the All-In-in Gen3 is being finished, with a manual skill comparable to the human.

More recently, on September 16, Musk announced meetings in Tesla focused on the production plans of Optimus, AI/Autopo Pilot and vehicle production.

Morgan Stanley also pointed out developments from other actors in the sector. “Figureai indicated that it has three major ads that will be made in the next 3 days, according to the publication of the executive director Brett Adcock in X,” the strategists said. They added that in China, key integrators are reporting additional orders for a total of almost 1,000 million yuan so far.

Looking ahead, Morgan Stanley expects the impulse to persist. “We hope that the positive impulse will continue, driven by updates on Optimus gen3, figuraeai, the progress of the UNITREE OPI, the days of key integrators investors, etc. and, we still expect more ads of new orders.”