“Most Fraught” FOMC Meeting, Weight Loss Wars, and Sweet on Hershey’s 9/16/25

Paul McCulley makes the case for a quarter-point cut at what he calls the "most fraught" FOMC meeting in the past 40 years. Eli Lilly and Novo Nordisk race for the next weight-loss blockbuster drug. Plus, Goldman upgrades a consumer staple. 

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