Strong Jobs, Weak Markets
Jobs surged in December causing markets to tumble Friday. Why is a good jobs report bad?
Jobs surged in December causing markets to tumble Friday. Why is a good jobs report bad?
Is the job market improving? That’s the question for investors this week.
The jobs report didn’t disappoint. We don’t see anything likely standing in the way of a Christmas rally now.
It’s been a labor market week with new data all week, but the big jobs report is coming tomorrow.
The S&P surged in November ending up almost 6% following a strong post-election rally.
A post-election rally plus a stay-the-course Fed has markets surging.
The S&P ended October down -1% as AI spend sinks markets; investors bracing for election uncertainty, but we’re wary of labor markets.
Markets slump as investors disagree with Big Tech’s AI spending
It was a cautious start ahead of a big earnings week
Markets are at all-time highs with investors optimistic we’ll avoid a recession. So how do we do it?