Podcasts about us jobs

A fiery breakdown of South Carolina's alleged botched firing squad execution, the mysterious disappearance of Sheriff Chuck Wright amid serious allegations, and a passionate defense of Trump's tariffs on China—highlighting economic shifts, political scandal, and media criticism.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

US job figures were healthier than expected in April with an increase in employment of 177,000 while the unemployment rate was unchanged at 4.2%. David Harper looks at what it means for the economy. Also, Americans have got used to buying cheap imports from places like China, without paying import duty. That's now changing as tax is being collected on low-value packages.Australians are heading to the polls this weekend, our reporter has been finding out how the international economic situation has become a key factor in the election.And, fancy a 'Golden Visa' for Kazakhstan? If you've got a couple hundred thousand dollars, you could...You can contact us on WhatsApp or send us a voicenote: +44 330 678 3033.

After a stronger than expected US jobs report and increased speculation of an easing in trade tensions, Derek Halpenny. Head of Research Global Markets EMEA and International Securities sits down with Simon Mayes, Head of UK, Ireland & Swiss Corporate FX Sales to discuss financial market conditions and the renewed depreciation of the US dollar. Derek also looks to next week and discusses the FOMC and BoE meetings and the fallout for the yen following the BoJ meeting this week.

In today's episode of The Daily Voice, Sam discusses yesterday's trading session which saw the S&P 500 post 8 positive days in a row for the first time since August. Can it continue? Did the earnings from Apple and Amazon come out good or bad? Why did Oil prices go higher? What are we expecting from the US Jobs report? Tune in to find out....

When China joined the World Trade Organization at the start of this century, its surging exports rattled US manufacturing. Prices fell, jobs became less lucrative, and communities that relied on these jobs were hit hard. President Donald Trump seems determined to bring those jobs back to the US. Is that realistic or even desirable? The FT's chief economics commentator Martin Wolf speaks to MIT economics professor David Autor about the "China shock" and the (potentially more significant) AI challenge that lies ahead.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

In today's episode of The Daily Voice, Sam reviews Thursday's trade where global risk assets came under severe pressure without the VIX spiking above 30. What does this mean? Can markets recover soon? What markets were affected the most? Tune in to find out....

Welcome to another jam-packed episode of the Everything EV podcast, hosted by Matt Allan, George East and Richard in Las Vegas.This week's episode blends driving tales, gaming throwbacks, outrageous concept cars, and some serious EV politics. Here's what's coming up:In the garage (and on the console):George dives into classic WRC cars on the PS5, while Matt says a heartfelt goodbye to the Genesis GV70 – a long-termer he actually didn't want to give back. INSsteroid madness:Hyundai's bonkers new hot hatch concept – part rally car, part video game fantasy – gets the full breakdown, complete with 21-inch wheels, hydraulic handbrakes, and Pac-Man ghosts. EVs in America:Richard catches up with Republican political strategist Mike Murphy, founder of the American EV Jobs Alliance, to talk about fighting partisan politics, saving US EV jobs, and why Elon Musk's Tesla brand might be in crisis.The hot hatch revival:From Peugeot's confirmed e-208 GTI to Alpine, Abarth and the rise of small, fun EVs – are we entering a new golden age?Manual gearboxes for EVs?Ford's patented “fake” H-gate gearbox, Toyota's clutch-based systems and how electric cars are getting their fun factor back.EV comeback for Nissan:With a new Micra, Leaf and Juke on the way – all electric and made in Sunderland – could Nissan be back in the game?Don't forget to follow, subscribe and stay tuned each week for your essential dose of EV news, reviews and banter.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EV Powered⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ online and follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.• In the US – a preview of US March jobs and a look at the potential impact of auto tariffs. • In the UK – an assessment of NATO's position amid growing global tensions.• In Asia – a preview of the Reserve Bank of Australia's next rate decision. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.• In the US – a preview of US March jobs and a look at the potential impact of auto tariffs. • In the UK – an assessment of NATO's position amid growing global tensions.• In Asia – a preview of the Reserve Bank of Australia's next rate decision. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.• In the US – a preview of US March jobs and a look at the potential impact of auto tariffs. • In the UK – an assessment of NATO's position amid growing global tensions.• In Asia – a preview of the Reserve Bank of Australia's next rate decision. See omnystudio.com/listener for privacy information.

Nick Kunze from Sanlam Private Wealth unpacks Rainbow's results and what US jobs data means for markets. Andrew Williams from Schroders on Trump, tech, and whether value stocks still offer real value. Dylan Govender of Investec Business Banking explores Trump's bold trade moves and what local investors should keep an eye on.

In this episode we chat about the latest US Jobs report, unemployment, the Beige Book, and the Atlanta Fed's GDPNow forecast.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

In today's episode of The Daily Voice, Sam reviews a poor day for risk sentiment as the Nasdaq and S&P 500 lead declines, with Crypto also struggling. Sam goes on to preview the upcoming jobs data out of the US and reviews some of the main earnings from last night.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the February jobs report and a look at earnings from Macys and Gap. In the UK – a preview of the 'Special European Council.' In Asia – a look ahead to economic data in Australia, and a discussion on China’s tech rally. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the February jobs report and a look at earnings from Macys and Gap. In the UK – a preview of the 'Special European Council.' In Asia – a look ahead to economic data in Australia, and a discussion on China’s tech rally. See omnystudio.com/listener for privacy information.

Der französische Präsident will, dass Europa mit am Verhandlungstisch sitzt, wenn über die Zukunft der Ukraine entschieden wird. Und: Apple-CEO Tim Cook kündigte das größte US-Investitionspaket aller Zeiten an.

Developing stories you need to know just in time for your drive home. Get the facts first on Morning Wire. Lumen: Head to http://lumen.me/WIRE for 20% off your purchase.Balance of Nature: Go to https://balanceofnature.com and use promo code WIRE for 35% off your first order as a preferred customer PLUS get a free bottle of Fiber and Spice.

New research by the US-China Business Council suggests more than 900 thousand people in the US are supported by exports to China. Will a trade war lead to unemployment and economic downturn in the USA? Listen in with BeiBei and Jason Smith. Hosted on Acast. See acast.com/privacy for more information.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

On today's episode, we recap a busy trading week in the APAC region with Mary Nicola, Bloomberg MLIV Strategist in Singapore. We also take a look at Amazon's earnings with Arun Sundaram, Vice President of Equity Research at CFRA. Plus - a preview of the January US jobs report with Keith Buchanan, Partner and Senior Portfolio Manager at Globalt Investments.See omnystudio.com/listener for privacy information.

In today's episode of The Daily Voice, Sam discusses yesterday's earnings results from companies such as Amazon, Affirm, Eli Lilly and Roblox, before reviewing the Bank of England's decision to cut interest rates. Sam goes onto preview the the latest US jobs report and explains what markets could be affected.

Friday's US jobs report saw global stocks wipe out their 2025 gains while the US dollar jumped to its highest level in over two years. Meanwhile, swap traders are slashing their bets for Federal Reserve rate cuts this year amid the global bond rout. Mensur Pocinci, Head of Technical Analysis, provides his latest views on markets from a technical perspective.00:00 Introduction by Helen Freer (Investment Writing)00:27 Markets wrap-up by Jonti Warris (Investment Writing)06:58 Technical Analysis update: Mensur Pocinci (Technical Analysis update)09:27 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Wall Street slumped following the latest job data, as US employment rose more than expected in December. This unexpected growth has narrowed expectations for interest rate changes, suggesting they may remain on hold for the foreseeable future. US interest rates, meanwhile, reached their highest level since November 2023. In the stock market, tech stocks led the retreat, while energy stocks were largely spared due to rising oil prices. Looking ahead, futures indicate solid selling for the ASX 200 on Monday, which faces additional challenges from underperformance in the Chinese market. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

In today's episode of The Daily Voice, Sam recaps the week's top stories, following a mixed start with positive, negative, and flat trading days leaving markets uncertain. Sam dives into the key data release of the day—the latest U.S. jobs report—examining its impact on various markets and highlighting the assets likely to be in the spotlight.

In today's episode of The Daily Voice, Sam reviews Wednesday's trade where stocks finished just about in the green. ADP and JOLTS data from the States helped the markets trade positively ahead of a key jobs report on Friday. Sam reviews the bond situation in the UK which is starting to worry broader markets, and discusses the FOMC minutes which suggest a pause in January for rates.

In today's episode of The Daily Voice, Sam offers a preview of the week ahead, spotlighting key events such as the FOMC minutes, the US jobs report, and inflation data from Europe, Australia, and China. He also explores whether market sentiment is shifting back toward risk, with Bitcoin nearing the $100k mark despite its recent pullback.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the December jobs report and Delta Airlines earnings. In the UK – a preview of the food and culture scene in the UK next year. In Asia – a preview of what to expect from China’s economy and the automobile sector in 2025. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the December jobs report and Delta Airlines earnings. In the UK – a preview of the food and culture scene in the UK next year. In Asia – a preview of what to expect from China’s economy and the automobile sector in 2025. See omnystudio.com/listener for privacy information.

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

European stocks are mixed and US futures trade sideways amidst a lack of fresh pertinent catalysts in the run-up to the US jobs report.USD is a touch firmer vs. most peers in the run-up to today's NFP print, EUR's rally vs. the USD has paused for breath, JPY and Antipodeans are softer.USTs are a touch lower following yesterday's flattening of the curve. Fresh macro drivers for the US are on the light side in the run-up to today's NFP print.Bitcoin gradually edged higher and briefly reclaimed the USD 98,000 level after yesterday's pullback from a record high north of USD 103,000.Looking ahead, highlights s include Canadian jobs data, US jobs report & Univ. of Michigan, Fed's Bowman, Goolsbee, Hammack & Daly. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mixed with some cautiousness in the region after the weak lead from Wall St and ahead of the key US jobs data.European equity futures are indicative of a negative cash open with the Euro Stoxx 50 future -0.3% after the cash market closed higher by 0.7% on Thursday.DXY is a touch firmer but still on a 105 handle, antipodeans marginally lag, USD/JPY lingers around 150.Bunds have nursed some of the prior day's declines, crude futures are lacklustre post-OPEC+.Looking ahead, highlights include German Industrial Output, Canadian jobs data, US jobs report & Univ. of Michigan, Fed's Bowman, Goolsbee, Hammack & Daly.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode of Market Minutes, Veer Sharma talks about key events that investors will eye on December 6. The frontline indices could trade in the positive territory, extending rally to 6 days. Global cues were slightly weak but near record highs ahead of US Jobs data. Today, markets will likely react to RBI's MPC meeting scheduled for December 6.

The Australian share market experienced a challenging week, with most sectors in the red and the ASX 200 down nearly two-thirds of a percent. Key factors include investor caution ahead of U.S. jobs data, which could influence interest rate decisions, and a postponed OPEC+ production increase due to weaker demand. Notable company movements included Iluka's 10% drop following cost blowouts, Collins Foods' ex-dividend dip, and a broker downgrade for Domino's Pizza. On the brighter side, utilities showed resilience, APA Group gained on favorable regulatory news, and gold stocks rallied on merger announcements. The RBA's meeting next week and U.S. job figures remain pivotal for market direction.   The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Chuck Zodda and Mike Armstrong wonder if or when the US jobs market will rebound. The Fed's next big policy rethink needs rethinking. What Trumps next trade war could look like. Payment scams are surging. Banks need help. McDonald's inflation tug of war should worry more companies.

04 Nov 2024. As the US election draws closer - we speak to our very own Brandy Scott who's been at one of Donald Trump's rally's in Pennsylvania. Plus, we speak to office real estate broker Toby Hall – he left Dubai for the bright lights of London, but has boomeranged back to Dubai. And, we find out about the region's first electric mobility experience centre here in Dubai with Kevin Chalhoub of EV lab. And, we're also remembering the late Colm McLoughlin, the visionary force behind Dubai Duty Free. See omnystudio.com/listener for privacy information.

The world's biggest economy added just 12,000 jobs last month, far below expectations and down from a revised 223,000 in September. At the same time, the level of unemployment hasn't risen, and consumer spending is up. So what does this mean for the election? Botswana is set to experience a shift in governing parties for the first time in nearly sixty years, largely attributed to a decline in global diamond demand. And just how much wealth exists in the world? Roger Hearing speaks to Dr Renaud Foucart who seems to have worked it out.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the October jobs report, and U.S tech earnings. In the UK – a look at diversity and inclusion efforts in the UK's financial services sector. In Asia – a preview of Hong Kong's FinTech week and a meeting of Bank of Japan officials. See omnystudio.com/listener for privacy information.

Mike Wilson, Morgan Stanley chief US equity strategist, talks about his call to upgrade cyclical stocks after Friday's strong US jobs report. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

“Kamala's Conversation with Oprah” “The Flood of Terrorists Coming over the Border” The Threat of WiFi Microwaves” “The Lack of US Jobs”

Gold closed the week at $2,495 (down $8 since last week) and silver at $27.89 (down about $1). This episode unwraps layers of poor jobs data, yield curve inversion and the coming recession, and what this could mean for gold and silver prices. OTHER TOPICS DISCUSSED -ADP jobs report 99k new jobs in August, short of 144k forecast -BLS non-farm payroll show disappointing increase of 142k -NYT challenge the BLS -US treasury yield inversion forewarns of recession -Should you buy at all-time highs? Key headlines to look out for in week ahead Quote of the Week: The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty." -Proverbs 21:5 The SchiffGold Friday Gold Wrap podcast combines a succinct summary of the week's economic precious metals news coupled with thoughtful analysis. You can subscribe to the podcast on Apple Podcasts and other podcasting platforms. The links are below. SchiffGold on Instagram: www.instagram.com/schiffgoldnews SchiffGold on Twitter: twitter.com/SchiffGold SchiffGold on Facebook: www.facebook.com/schiffgold SchiffGold's website: www.schiffgold.com The above references an opinion and is for information purposes only. It is not intended to be investment advice.

After a dizzying week of economic and market activity, our Head of Corporate Credit Research breaks down the three top stories.----- Transcript -----It's been a whirlwind week of economic activity in the markets as we enter the dog days of summer. Our Head of Corporate Credits Research breaks down three top stories.Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, today I'll be discussing what we've taken away from this eventful week.It's Friday, August 2nd at 2pm in London.For all its sophistication, financial activity is still seasonal. This is a business driven by people, and people like to take time off in the summer to rest and recharge. There's a reason that volumes in August tend to be low.And so this week felt like that pre-vacation rush to pack, find your keys, and remember your ticket before running out the door. Important earnings releases, central bank meetings and employment numbers all hit with quick succession. Some thoughts on all that whirlwind.The first story was earnings and continued equity rotation. Equity markets are seeing big shifts between which stocks are doing well and poorly, particularly in larger technology names. These shifts are a big deal for equity investors, but we think they remain much less material for credit.Technology is a much smaller sector of the bond market than the stock market, as these tech companies have generally issued relatively little debt – relative to their size. Credit actually tends to overlap much more with the average stock, which at the moment continues to do well. And while the Technology sector has been volatile, stocks in the US financial sector – the largest segment for credit – have been seeing much better, steadier gains.Next up this week was the Bank of Japan, which raised policy rates, a notable shift from many other central banks, which are starting to lower them. For credit, the worry from such a move was somewhat roundabout: that higher rates in Japan would strengthen its currency, the yen. That such strength would be painful for foreign exchange investors, who had positioned themselves the other way around – for yen weakness. And that losses from these investors in foreign exchange could lead them to lower exposure in other areas, potentially credit. But so far, things look manageable. While the yen did strengthen this week, it hasn't had the sort of knock-on impact to other markets that some had feared. We think that might be evidence that investor positioning in credit was not nearly as concentrated, or as large, as in certain foreign exchange strategies, and we think that remains the case.But the biggest story this week was the Federal Reserve on Wednesday, followed by the US Jobs number today. These two events need to be taken together.On Wednesday, the Fed chose to maintain its high current policy rate, while also hinting it's open to a cut. But with inflation falling rapidly in recent months, and already at the Fed's target on market-based measures, the question is whether the Fed should already be cutting rates to even out that policy. After all, lowering rates too late has often been a problem for the Fed in the past.Today's weak jobs report brings these fears front-and-center, as highly restrictive monetary policy may start to look out-of-line with labor market weakness. And not cutting this week makes it more awkward for the Fed to now adjust. If they move at the next meeting, later in September; well, that means waiting more than a month and a half. But acting before that time, in an unusual intra-bank meeting cut; well, that could look reactive. The market will understandably worry that the Fed, once again, may be reacting too late. That is a bad outcome for the balance of economic risks and for credit.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.