Investors cheered the softer than expected US jobs number Friday, believing it will clear the way for additional Fed rate cuts, but Eurodollar University's Jeff Snider is worried. Maggie Lake sat down with Jeff who believes the U.S. labor market is showing real signs of weakness that suggest a hard landing for the economy may be around the corner. Jeff also discusses signs of strain he is seeing in the global financial system and the impact that could have on the flow of credit.

Get access to Jeff's Chats Here: [ Ссылка ]

Don't miss out on future episodes - get on the list here: [ Ссылка ]
Connect with me on Twitter: [ Ссылка ]
Connect with me on Substack: [ Ссылка ]

00:00 - Intro
00:15 - Understanding the Labor Market Slowdown
02:53 - Market Reactions and Economic Predictions
05:46 - The Role of Fiscal Policy and Political Influence
09:13 - Analyzing the Fed's Decisions and Market Signals
12:06 - Labor Market Dynamics and Productivity Trends
14:52 - The Economic Landscape Ahead of the Elections
21:40 - Economic Realignment and Supply Shock
24:44 - The Lagging Services Sector
26:55 - Interest Rates and Economic Forecasts
28:32 - Signs of Strain in the Financial System
31:11 - China's Economic Stimulus and Global Impact
34:17 - Bullish vs. Bearish Perspectives
38:20 - The Path from A to B: Opportunities in Transition

We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

#economy #marketanalysis #ratecuts #investing #stockmarket #bonds #investing #fed #interestrates #usdollar #uselection #gold #nasdaq #talkshow #podcast #bondmarket #monetarypolicy #brics #china #japan #eurodollar

свернуть