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Friday's stronger-than-expected jobs report sent stocks tumbling and reignited fears that the Federal Reserve may be forced to raise rates rather than cut them. With gold falling sharply and bond markets repricing, investors need to understand what a potential rate hike cycle means for their portfolios.Today's Stocks & Topics: Hingham Institution for Savings (HIFS), Market Wrap, Constellation Energy Corporation (CEG), Is the Fed's Next Move a Rate Hike? What a Strong Jobs Report Means for Your Portfolio, Investing in Industrials, PayPal Holdings, Inc. (PYPL), Markets and the War, Micron Technology, Inc. (MU), Simon Property Group, Inc. (SPG), Uber Technologies, Inc. (UBER).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
HELP US IMPROVE THE PODCAST - TAKE THIS 3 MIN SURVEY:https://forms.gle/fRTV2YiJqncKVpFh7WEBINAR LINK:https://shawnmoore.clickfunnels.com/optiniyvvg89sWant to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7FOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreCONTACT US:support@vodyssey.comChapters00:00 Intro02:01 Analyzing the Jobs Report and Its Impact04:45 The Dual-Edged Sword of Economic Growth10:00 The Shift in Consumer Spending Patterns15:30 Creating Unique Experiences in Short-Term Rentals21:00 The Importance of Market Positioning and Strategy23:31 Creating Memorable Experiences in Vacation Rentals25:31 Designing for ROI: The New Standard29:58 Timeless Design vs. Trendy Fads34:12 Navigating Regulations in Short-Term RentalsSOURCES:1) https://www.redawning.com/pm/post/texas-short-term-rental-laws2) https://www.austintexas.gov/development-services/short-term-rentals3) https://www.deloitte.com/us/en/insights/industry/transportation/2026-summer-travel-trends-survey.html4) https://www.thehostreport.com/news/premium-markets-pull-ahead-this-summer-as-value-markets-slip5) https://www.noradarealestate.com/blog/mortgage-rates-forecast-next-90-days-may-to-july-2026/6) https://carrabbagroup.com/blog/the-future-of-interest-rates-through-2026-what-buyers-sellers-and-investors-should-expect7) https://www.livesuites.com/2026-forecast-what-to-expect-in-short-term-rentals8) https://www.cnbc.com/2026/06/05/jobs-report-may-2026.html
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Today's Post - https://bahnsen.co/4fE0HN7 Brian Szytel fills in for David on Dividend Cafe, recapping a mixed market day: the Dow fell about 80 points while the S&P 500 rose ~0.3% and Nasdaq ~0.8%, reflecting a rebound in tech after Friday's sharp chip-led selloff following a nine-week, 47% tech rally. A much-stronger-than-expected May jobs report (172,000) pushed bond yields higher (10-year ~4.57%) and shifted Fed futures toward pricing possible rate hikes, with inflation still elevated and employment resilient, though labor participation remains low at 61.8% and small business hiring plans are weak. He reviews Middle East escalation and oil around $91, notes pullbacks in silver, gold, and Bitcoin, and argues their lack of cash-flow tether increases volatility. He highlights data-center capex and a bullish natural gas/pipeline thesis, and previews a coming episode on IPO mania and extreme revenue multiples. 00:00 Welcome and Setup 00:15 Market Recap and Tech Rebound 01:11 Rates Inflation and IPO Rules 02:51 Metals and Bitcoin Volatility 04:31 Middle East Tensions and Oil 05:21 Jobs Report and Fed Outlook 07:13 Energy Demand and Natural Gas Thesis 08:05 Wrap Up Knicks and Next Episode Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50.
For the Good of the Public brings you news and weekly conversations at the intersection of faith and civic life. Monday through Thursday, The Morning Five starts your day off with scripture and prayer, as we also catch up on the news together. Throughout the year, we air limited series on Fridays to dive deeper into conversations with civic leaders, thinkers, and public servants reimagining public life for the good of the public. Today's host was Michael Wear. Thanks for listening to The Morning Five! Please subscribe to and rate The Morning Five on your favorite podcast platform. Learn more about the work of the Center for Christianity and Public Life at www.ccpubliclife.org. A message from our June sponsor, The Wonder Project: Subscriber support makes more great content like I Gotta Ask with Annie Downs possible. The Wonder Project subscription on Prime Video is available in the U.S. for $8.99/month or $89.99/year after a 7-day free trial.Visit IGottaAsk.com to learn more! Today's scripture: Psalm 92:1-8 (ESV) News sources: https://apnews.com/article/pope-spain-migration-sagrada-familia-650b269286ecf851ed51ebb0e7f5980c https://www.washingtonpost.com/world/2026/06/06/pope-leo-visits-spain-conservative-catholics-say-church-is-too-liberal/ https://www.wsj.com/economy/jobs/us-jobs-report-hiring-surge-why-4a372522?mod=hp_major_pos2 https://www.politico.com/news/2026/06/07/trump-beef-prices-screwworm-agriculture-00952274 https://www.notus.org/us-news/psychological-terror-inside-delaney-hall-ice-immigrant-lawsuits Join the conversation and follow us at: Instagram: @michaelwear, @ccpubliclife Twitter: @MichaelRWear, @ccpubliclife and check out @tsfnetwork Music by: King Sis #politics #faith #prayer #scripture #news #Spain #PopeLeo #Catholics #beef #screwworm #immigration #economy #hiring Learn more about your ad choices. Visit megaphone.fm/adchoices
A weekend of violence exploded across the U.S. as summer gets underway. Get the latest on that, plus a jobs report, the eye-watering prices people are paying for NBA Finals, and fun facts about America for her 250th birthday.
A weekend of violence exploded across the U.S. as summer gets underway. Get the latest on that, plus a jobs report, the eye-watering prices people are paying for NBA Finals, and fun facts about America for her 250th birthday.
A weekend of violence exploded across the U.S. as summer gets underway. Get the latest on that, plus a jobs report, the eye-watering prices people are paying for NBA Finals, and fun facts about America for her 250th birthday.
A weekend of violence exploded across the U.S. as summer gets underway. Get the latest on that, plus a jobs report, the eye-watering prices people are paying for NBA Finals, and fun facts about America for her 250th birthday.
Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer.Timestamps:01:05 - Macro Mondays: Red Friday, Jobs Shock, and Middle East Risk03:15 - Real Vision Updates, Alpha Access, and This Week's Schedule05:40 - What Actually Caused Friday's Market Selloff?07:21 - Nasdaq Damage, CTA Flows, and Why the Straight-Line Rally Is Over09:45 - Was Friday a VaR Shock and What Happens Next?12:06 - The Jobs Report, World Cup Hiring, and Why Payrolls Beat Expectations14:07 - Kevin Warsh, the Fed, and Why Rate Cuts Just Got Harder17:38 - SpaceX IPO, Big Tech Equity Raises, and the Liquidity Squeeze22:01 - The One Chart to Watch: AI Token Pricing and the Data Center Trade24:37 - Iran, Israel, and Why Markets Still Aren't Panicking27:24 - Oil, Fertilizer, and Why the Hormuz Crisis Trade Keeps Fading#macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics #markets #Iran #jobs
Bank On It, financial insights you can count on with Jason Shields, the COO of Gulf Coast Bank & Trust
A weekend of violence exploded across the U.S. as summer gets underway. Get the latest on that, plus a jobs report, the eye-watering prices people are paying for NBA Finals, and fun facts about America for her 250th birthday.
A weekend of violence exploded across the U.S. as summer gets underway. Get the latest on that, plus a jobs report, the eye-watering prices people are paying for NBA Finals, and fun facts about America for her 250th birthday.
The Labor Department released a better-than-expected jobs report last Friday morning, but financial markets saw a major sell-off. What gives? Bankrate's Mark Hamrick explains. Also, where's the return on investment from AI?
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The Rod and Greg Show Daily Rundown – Friday, June 5, 20264:20 pm: Mike Gonzalez, Senior Fellow in Foreign Policy at the Heritage Foundation, joins the program to discuss his piece for the Washington Examiner on how the Marxist threat to America is advancing on two fronts.4:38 pm: Josh Wood, Executive Director of Them Before Us, joins the show to discuss why he thinks a new Gallup poll shows support for same-sex marriage and other LGBTQ causes is declining for the first time in decades. Hint: It's about how these issues have overlooked children.5:05 pm: Gary Gygi of Gygi Capital Management joins Rod and Greg to discuss the May job numbers, which show a growth of more than 172,000 jobs while unemployment remained at 4/3%.6:05 pm: Major Keith Bottjen of the Salvation Army joins the show to discuss National Donut Day and how it helps serve our communities and veterans.6:20 pm: Dan Neville of Harvest Right joins Rod for our new “CEOs You Should Know” feature.6:38 pm: We'll listen back to this week's conversations with Professor Robert George of Princeton University, the creator of Fidelity Month, on the meaning behind the idea. Utah Governor Spencer Cox recently declared June Fidelity Month in the state.6:50 pm: An encore of this week's interview with Scott McKay of the American Spectator on why he says the CBS program 60 Minutes is burning to the ground.
The stock market had a rough week, with all three major indexes finishing lower despite a stronger-than-expected U.S. jobs report. The economy added 172,000 jobs, unemployment remained steady at 4.3%, and investors immediately began reassessing the outlook for interest rates. Why would a strong jobs report hurt stocks? In this video, James explains how stronger employment can keep inflation concerns alive and increase the likelihood that interest rates stay higher for longer. We also discuss the recent rise in the 10-year Treasury yield, why markets are now pricing in a greater chance of higher rates, and what that means for investors.We also cover the latest developments surrounding the Strait of Hormuz and the conflict involving Iran, why the economy and the stock market are not the same thing, and how concerns about inflation and stagflation continue to impact investor sentiment.Finally, we look ahead to what could become three of the biggest IPOs in history: SpaceX, OpenAI, and Anthropic. If these companies join the Nasdaq, index funds may be forced to buy shares, potentially creating significant shifts in market flows and valuations.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.
Bruce & Gaydos explain why the United States had a strong jobs report, adding 172,000 jobs beating expectations.
News On The FlipSide great Jobs report economy growing inflation 3.3 % Zelensky Putin @ Iran tell Trump they want peace Fox News, CNN & MS NOW Latest Ratings Show Huge Swings NASA lifts order for International Space Station astronauts to shelter in Dragon spacecraft amid ongoing air leaks Disgraced ex-prince Andrew sublet royal cottages, UK auditors reveal The divisive new Gen Z dating dealbreaker that has the internet up in arms Why Google is seeking approval to release millions of mosquitoes in Florida and California World Cup: New York Mayor Zohran Mamdani wants answers from FIFA after 'concerning' water-bottle policy change Search continues for Auburn University student missing in Japan Good for the world:' Anthropic calls for global temporary pause in AI development Bot web traffic has overtaken human web traffic, data shows 10 Best Places to Visit in the U.S. for Seafood, According to Chefs and Restaurant Owners Massive ‘cannibal' solar storm headed towards Earth could make Northern Lights visible further south The Space EconomyIs Growing Fast.But a Hidden Bottleneck Could Decide Who Wins. The Dark Eagle deployment explained, why America's hypersonic silent killer is an unsolvable problem for China and Russia He claimed there were alien bases on the moon - then said they caught him watching, "They knew I was there The F-47 NGAD fighter may be the costliest weapon in history — and China says that's exactly why it won't matter CIA 'psychic spy' pinpoints four hidden alien bases he claims are operating on Earth Scientists looked again at 14 Venus photos and saw something had moved Secret Mayan megacity has been discovered Why stocks are cratering after a blowout jobs report Watch the military's secret UFO aircraft take to the sky The soldier who claimed to be a time traveler This strange space object may be from a dead civilization US forces drop the most powerful conventional bomb on Houthi positions The revolutionary engine that could reach Mars in just 10 days Fresh humiliation for Putin as he's warned of imminent coup after Russians suffer major defeats in Ukraine What We Know About The Mysterious Black Knight Satellite Intelligence analysis United Public Radio & UFO Paranormal Radio www.uprntalkradio.com
Contact Marko Gelo, he's a Mortgage Broker!604-800-9593 cell/text Vancouver403-606-3751 cell/text CalgaryCall Marko via WhatsApphomefinancingsolutions.caCLICK HERE to be redirected to the blog version of this episode.CLICK HERE to be redirected to Mortgagenomics Canada Podcast YouTube ChannelCLICK HERE to download Marko's award-winning Mobile Mortgage App! Hosted on Acast. See acast.com/privacy for more information.
The US jobs report smashes expectations, Graham Platner goes on the defense after damaging new claims, and a California Tech CEO is arrested and accused of giving American tech to Iran. Get the facts first with Evening Wire. Ep. 2825 - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3 - - - Privacy Policy: https://www.dailywire.com/privacy Learn more about your ad choices. Visit podcastchoices.com/adchoices
P.M. Edition for June 5. The U.S. added 172,000 jobs in May, the third month in a row of steady gains. Economics reporter Matt Grossman explains why job-seekers may not be sharing that optimism. Plus, a sharp selloff in tech stocks led the Nasdaq to its worst day of 2026. What's News in Markets host Imani Moise says investors are worried about higher interest rates and AI demand. And… a $419 hotel tab on a family vacation? DoorDash orders totaling $1,576? Scott Calvert discusses how public watchdogs are blowing the whistle on local officials' spending, and why taxpayers are so angry about it. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Democrats are now offering a "measure of Grace" after new allegations have surfaced. Then, Grace discusses the job's report that is exceeding expectations, and Nancy Pelosi again tells a reporter to shut up. Visit the Howie Carr Radio Network website to access columns, podcasts, and other exclusive content.
The Bureau of Labor Statistics released its May jobs report earlier this morning. The economy created 172,000 jobs last month. The unemployment rate stayed at 4.3%, and the April number was revised up by 64,000 jobs. Who's doing all this hiring? Also on the program, global food prices stabilized last month, but we're not out of the woods yet. And we'll check in on the momentum of the $100 billion wedding industry.
May's jobs report blew past expectations with 172,000 jobs added, but the biggest surprise might be buried in past revisions. FOX Business Contributor Lou Basenese joins Lydia Hu to break down the blowout numbers, Wall Street's reaction, and what it all means for the Federal Reserve. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Dana covers recent developments in energy policy, economic indicators, and social issues, providing insights into current political and social trends. It offers a detailed analysis of energy projects, job market data, and controversial social policies, helping listeners understand the implications for the future.Thank you for supporting our sponsors that make The Dana Show possible…Byrnahttps://Byrna.com/DanaTrusted by law enforcement, security professionals, and everyday Americans—defend yourself and your family with Byrna.HumanNhttps://Humann.com/Dana*This partner has been on my show the LONGEST - show them your love, this product WORKS! Patriot Mobilehttp://PatriotMobile.com/DANAVisit online or call 972-PATRIOT and use promo code DANA for a free month of service.Native Path Grass Fed Collagenhttps://GetNativePath.com/DanaFor my special offer get up to 45% OFF. Try it risk-free with a 365-day money-back guarantee. Ghost Bedhttps://GhostBed.com/DANAGhostBed has the cooling luxury mattress you need for the best summer sleep. Use code DANA for the 10% off sitewide.Noble Goldhttps://NobleGoldInvestments.com/DanaIf you want to see how physical gold and silver could fit into your portfolio, download Noble Gold Investments FREE Wealth Protection Kit. Pocket HoseText DANA to 64000For a limited time, get two FREE gifts—a 360° rotating pocket pivot and thumb drive nozzle when you buy a new Pocket Hose Ballistic; just text DANA to 64000, message and data rates may apply.Fast Growing Treeshttp://fastgrowingtrees.com/Dana Get an additional 20% Percent Off Better Plants and Better Growing by using code DANA at checkout. Laundry Saucehttps://LaundrySauce.com/DanaUpgrade your laundry game with 20% off your entire order when you use code DANA. Relief Factorhttps://www.ReliefFactor.comDeclare your independence from pain with Relief Factor—start the 3-Week QuickStart for just $19.95. Subscribe today and stay in the loop on all things news with The Dana Show. Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramXMore InfoWebsite
The Bureau of Labor Statistics released its May jobs report earlier this morning. The economy created 172,000 jobs last month. The unemployment rate stayed at 4.3%, and the April number was revised up by 64,000 jobs. Who's doing all this hiring? Also on the program, global food prices stabilized last month, but we're not out of the woods yet. And we'll check in on the momentum of the $100 billion wedding industry.
CNN exclusively speaks with Lebanon's leader about the impact of the US and Israel's war with Iran on Lebanon. The US economy added way more jobs last month than expected. Maine Democratic Senate candidate Graham Platner is facing new allegations, as Maine's Governor is being encouraged to reenter the race. Anthropic is calling for limits on AI development ahead of a potentially massive IPO. Plus, we'll explain why the Kennedy Center has ordered staff to remove Trump's name. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nasdaq sinks 4% to close out its worst week in more than a year. Intel, Marvell and Micron Technology stocks tumble. Plus: Lululemon shares slip after the athleisure company cuts its financial outlook. Alexis Green hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
A brand new jobs report out today greatly exceeds expectations, indicating the US labor market may finally be stabilizing ... We've just learned that a mere 19 feet separated a plane and the busy New Jersey Turnpike before it hit a pole and crashed into a truck ... More details emerge about the former CIA official who allegedly stole tens of millions of dollars in gold bars and foreign currency from the spy agency. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Carl Quintanill, Jim Cramer and David Faber led off the show with weakness in the tech sector, which is threatening the S&P 500's bid for a ten-week win streak. National Economic Council Director Kevin Hassett joined the program with White House reaction to the stronger-than-expected May jobs report. Hear the exchange between Cramer and Hassett about Americans who are not thriving in this economy. The anchors discussed SpaceX one week away from going public. They reacted to Elon Musk's comments to JPMorgan Chase CEO Jamie Dimon at the bank's SpaceX event, including why now is the time for an IPO. Also in focus: The S&P 500 denies SpaceX fast entry, Lululemon slides, Apple's WWDC and Siri, bitcoin's ugly week. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
MRKT Matrix - Friday, June 5th Nasdaq falls the most in nearly 8 months as chips tumble; S&P 500′s 9-week winning streak set to end (CNBC) U.S. Officials Discuss Taking Financial Stakes in the AI Industry (WSJ) S&P Won't Fast-Track Mega-Cap IPOs Like SpaceX Into the S&P 500 (Axios) How xAI Went From Chasing Anthropic to Powering It (The Information) CrowdStrike CEO Says AI Security Fears Will Become a Bigger Tailwind (CNBC) What to Expect From Apple's AI, Siri and iOS 27 Launch at WWDC (Bloomberg) Gold Loses Some of Its Shine (Axios) Netflix Is Done Coddling Hollywood (New York Times) Americans on Weight-Loss Drugs Are Overwhelming Retailers With Returns (WSJ) The Wall Street Mania Pushing Knicks Tickets to $176,000 (WSJ) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
The strong May jobs report is pushing Treasury yields higher and adding pressure on the Federal Reserve, while weakness in major tech names is dragging the broader market lower despite more stocks rising than falling.Chuck Zodda and Mike Armstrong break down the market reaction to the latest jobs data, what higher yields could mean for the Fed's next move, and why the S&P 500 is becoming harder to read as a handful of mega-cap stocks dominate index performance. They also discuss S&P's decision not to change its index rules for SpaceX, what that means for investors ahead of the company's massive IPO, how GLP-1 weight loss drugs are affecting retail returns, and Paul LaMonica of Barron's joins the show to explain how retail investors may be able to access the SpaceX IPO.
The labor market is showing new strength after months of concern, with the latest jobs report delivering stronger hiring, positive revisions, and another sign that the economy may be picking up momentum.Chuck Zodda and Mike Armstrong break down why the May jobs report earned high marks, how job growth has improved over the last three months, and why the data makes a summer Fed rate cut increasingly unlikely. They also discuss what stronger hiring and sticky inflation could mean for interest rates, why the job market for recent graduates may be better than the headlines suggest, and why Anthropic is calling for a possible pause in frontier AI development even as the AI race continues to accelerate.
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Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcHere's what's wild right now…Jobs report comes in HOT. Like, way hotter than expected. Normally that's your “risk on, stocks go up” moment.But instead… the market just gets slapped.Everything turns red. Big tech? Bleeding. Nasdaq? Down hard. SPY? Sliding over 1%.And you're sitting there thinking… “Wait, what just happened?”Here's the twist nobody is really saying out loud.The stronger the jobs data, the more the bond market freaks out.And when bonds freak out, yields spike.And when yields spike, growth stocks get hit right in the face.That's the chain reaction.Now here's what matters more than the headline:It's not just one data point.It's what the market is doing underneath it.✅ Strong jobs report, but yields ripping higher✅ Tech names starting to roll over✅ OVTLYR signals showing weakness in leaders✅ Money quietly rotating into defensive names✅ Breadth starting to fade after a strong runAnd this is the part most people miss…When the same stocks that carried the whole market start slipping, the “easy money” phase is usually already behind you.Mag 7? Not looking invincible anymore.Some are already on sell signals, others fading fast.So the real question isn't “why is the market down on good news?”It's…“Where is the money going now?”And right now, it's not chasing hype.It's sliding into safety.Staples. Defensive names. Grocery-type stocks. The boring stuff everyone ignores… until they don't.That's the rotation.Not noise. Flow.And once you start seeing that shift, you can't unsee it.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.
Frank Mottek dives into the world of market analysis with Paul Dietrich, chief investment strategist at Wedbush Securities. Paul shares his insights on the current market trends, including the impact of the tech sector's sudden downturn and the rise of the Dow. He also discusses the potential effects of the upcoming SpaceX IPO and the implications of the ongoing US-Iran conflict on the global economy. As the market continues to fluctuate, it's essential to stay informed and make informed decisions. Paul's expert analysis provides valuable insights into the current market landscape, helping listeners navigate the complexities of the stock market. He also shares his thoughts on the importance of diversifying one's portfolio and the role of gold as a hedge against inflation. In addition to market analysis, this episode also touches on the economic uncertainty surrounding the US-Iran conflict. Lisa Daftari, editor of The Foreign Desk, joins the conversation to provide context on the latest developments in the Middle East. She discusses the implications of the conflict on the global economy and the potential consequences of the US's involvement.See omnystudio.com/listener for privacy information.
Big Tech sinks and stocks slump.
U.S. stocks have slipped in early trading.
The U.S economy exceeded expectations in May and unemployment remains low.
The latest local news impacting D.C., Maryland and Northern Virginia. Today's stories include: Brendan Banfield sentencing, May jobs report and DC juvenile curfew zones.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
May's jobs report blew past expectations with 172,000 jobs added, but the biggest surprise might be buried in past revisions. FOX Business Contributor Lou Basenese joins Lydia Hu to break down the blowout numbers, Wall Street's reaction, and what it all means for the Federal Reserve. Learn more about your ad choices. Visit podcastchoices.com/adchoices
LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured May's jobs report topped expectations with 172,000 new jobs and positive revisions to prior months, offering a welcome sign for the economy. But a closer look reveals most gains came from leisure, hospitality, healthcare, and local government, while small businesses continue to pull back on hiring plans. This analysis breaks down what's driving job growth, why small business concerns matter, and whether today's strong headline numbers tell the full story about the labor market.
Where is the money coming from that is fueling this technology rally? No one knows for certain, but there are some concerning signs that suggest many investors may not have the cash to support their positions and are instead relying on borrowed money to drive the rally higher. One metric we continue to monitor closely is margin debt, a potentially dangerous tool that has now reached record levels. Margin debt hit a record $1.304 trillion in April, an increase of 6.8% from the previous month. On a year-over-year basis, margin debt surged 53.3%, highlighting the growing use of leverage in the market. Looking at US margin debt as a percent of real GDP, it just hit 5.2%. According to FINRA data that is an all-time high and during the dot-com era it was around 2% - 3%. The risk with margin debt is that when stock prices decline, investors may receive a margin call requiring them to deposit additional funds into their accounts. If they are unable to meet that requirement, their broker can automatically liquidate positions to cover the shortfall. While margin rules vary based on several factors, you could be in hot water if your equity drops more than 25%. With margin debt at such elevated levels, even a modest setback in the semiconductor or broader technology sector could trigger a chain reaction of forced selling as investors scramble to meet margin calls. Some investors may choose to exit positions before receiving a margin call, particularly if they become uncomfortable with the amount of leverage they have assumed. In those situations, emotions can accelerate selling pressure and amplify market volatility. Technology and semiconductor stocks are already trading at elevated valuations. Adding substantial amounts of borrowed money to an already expensive market increases the risks and leaves investors vulnerable if market sentiment shifts. Car Sales Are Down, and I Think That's a Good Thing In 2019, consumers in the United States were buying roughly 17 million cars and trucks each year. This year, vehicle sales are expected to reach only about 16 million. Many consumers complain that new-car prices are simply too high, with the average new vehicle now costing around $50,000. Currently, only about 25% of new vehicles sold in the U.S. are priced between $25,000 and $35,000. I believe this trend is actually a positive development. For too many years, automakers focused on producing as many vehicles as possible in an effort to gain market share. In the long run, this proved to be a poor business strategy. Over the years, several manufacturers required government bailouts, while others filed for bankruptcy, hurting shareholders, creditors, employees, and communities. Of course, consumers benefited from this excess production. They could often find heavily discounted vehicles, generous incentives, and large rebates. However, those deals were frequently the result of an unsustainable business model. Today, automakers, led by executives such as Mary Barra of General Motors, have adopted a different approach. Rather than producing excess inventory simply to increase market share, they are focusing on profitability and financial discipline. What a novel idea for a business. Ultimately, making a profit is the primary objective of any business. Consumers have already begun adapting to higher vehicle costs. The average age of cars on U.S. roads has climbed to 13 years, up from less than six years in 1970, reflecting a growing tendency to hold onto vehicles longer. As a result, many consumers may need to take better care of their cars and keep them in service for more years, a choice that is often financially prudent anyway. Others may increasingly turn to high-quality used vehicles rather than purchasing new ones. The industry's renewed commitment to profitability has also made some automakers more attractive investments. Strong cash flow, healthier balance sheets, and improved earnings have created value for shareholders while helping companies avoid the financial distress that plagued the industry in the past. I do not expect this trend to change anytime soon, and in my view, that is a good thing. The May jobs report delivered another reminder that the U.S. economy remains on solid footing Employers added 172,000 jobs in May, well above expectations of 80,000, and the broader trend is becoming increasingly encouraging. Over the last three months, job growth has seen gains of 214k, 179k, and now 172k in May, an improvement from the pace we've seen really since the beginning of 2025. Rather than slowing, the labor market appears to be finding a sustainable rhythm that balances continued hiring with moderating inflation pressures. One of the most notable areas of strength continues to be hospitality and leisure. The sector added 70k jobs in May, reflecting resilient consumer spending on travel, restaurants, entertainment, and experiences. Despite concerns that higher interest rates would weigh heavily on discretionary spending, Americans continue to spend on services, supporting employment growth across hotels, restaurants, and tourism-related businesses. Perhaps the most important takeaway for investors and policymakers is what we're seeing in wages. Average hourly earnings rose 0.3% in May and are up 3.4% over the past year. That may be close to the sweet spot for the economy. Wage growth is strong enough to support rising household incomes and consumer spending, but not so strong that it creates significant inflationary pressure. For much of the post-pandemic period, policymakers worried that rapid wage gains could fuel a wage-price spiral. Today's data suggests something different: workers are still seeing real income growth while wage inflation has moderated to a level more consistent with long-term price stability. Taken together, the report paints a picture of an economy that remains healthy. Hiring is outperforming expectations, hospitality demand remains robust, unemployment remains low, and wage growth is providing support to consumers without reigniting inflation concerns. That's about as close to a "soft landing" as policymakers could have hoped for a year ago. Financial Planning: Return on Homeownership Homeownership is often viewed as a superior financial decision, while renting is frequently considered "throwing money away." However, the comparison is more nuanced. A $1 million home in San Diego may rent for approximately $4,000 per month, while owning that same home could cost about $7,000 per month after a $200,000 down payment when the mortgage, property taxes, insurance, and maintenance are included. Even after accounting for estimated tax benefits of $1,000 per month and approximately $750 per month of equity from the principal reduction of the mortgage, the effective cost of ownership would still be about $5,250 per month. In addition, the down payment represents capital that could otherwise be invested and generate returns. When the higher cost of ownership and the opportunity cost of the down payment are considered together, the home would need to appreciate by about 3.5% annually just to produce the same financial outcome as renting and investing the difference. While homeownership offers benefits such as stability, control, and a fixed payment, future home price growth is likely to be much more modest than it was during the low-interest-rate environment of the past decade with many experts projecting between 2% and 3% per year. As a result, neither renting nor owning is inherently the better financial choice. Both can be effective strategies depending on an individual's goals, time horizon, lifestyle preferences, and overall financial circumstances. Companies Discussed: Boston Scientific Corporation (BSX), Marvell Technology, Inc. (MRVL), The Western Union Company (WU) & AutoZone, Inc. (AZO)
And another solid jobs report has people buzzing. More from Tom Hauser and former Gopher football star and market analyst Pete Najarian on The WCCO Morning News
May's jobs report blew past expectations with 172,000 jobs added, but the biggest surprise might be buried in past revisions. FOX Business Contributor Lou Basenese joins Lydia Hu to break down the blowout numbers, Wall Street's reaction, and what it all means for the Federal Reserve. Learn more about your ad choices. Visit podcastchoices.com/adchoices
This week, Brownfield's Meghan Grebner and ag economist Josh Maples with Mississippi State University Extension recap this week in the markets and the Jobs Report. They also dig into the market volatility from the recent confirmation of New World screwworm in Texas. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The rally in stocks is getting narrower, says Kevin Hincks, pointing out the S&P 500's (SPX) recent move higher despite 9 of 11 sectors being lower at times. It comes as the index sees overbought technical metrics. As markets run higher on strong earnings, Kevin has his eyes on reports this week like Broadcom (AVGO) and Lululemon (LULU) that will add more color to the picture in multiple industries. Also watch the May jobs report set to hit the tape Friday, as it can shake the narrative for the Fed and interest rates. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about