News (US:NWS) Seeking Alpha·2025-09-09 17:42Economic Overview - The U.S. economy added 911,000 fewer jobs in the 12 months through March 2025, indicating a significant downward revision in job growth [4][5] - This averages to 76,000 fewer jobs each month, with total downward revisions expected to exceed 700,000, potentially reaching up to 1 million [5] Federal Reserve Actions - A 25-basis-point rate cut by the Federal Reserve is already priced in, with only a slight increase in the odds of a 50-basis-point cut to 8% following the job revision [6] - Economists suggest that the labor market was weaker than previously thought, which may justify the Fed's prior rate cuts [7] Corporate Developments - News Corp and Fox shares are under pressure following the resolution of the Murdoch family dispute, which involved a public sale of shares [8] - Lachlan Murdoch will retain voting control of both companies, while his siblings will receive $1.1 billion from the sale of shares [8] Healthcare Sector - UnitedHealth reported that approximately 78% of its membership could be enrolled in Medicare Advantage plans rated four stars and above for the 2027 Payment Year [9] - The U.S. Centers for Medicare & Medicaid Services rewards higher-rated healthcare plans with annual bonus payments, which could benefit UnitedHealth [10] Investment Opportunities - Goldman Sachs identified promising investment opportunities in alternative asset managers, companies with high floating rate debt, and gold miners as the market enters the final quarter of 2025 [12][13] - Alternative asset managers are seen as undervalued, while companies with high floating rate debt may benefit from recent legislative changes [13] - Gold prices are expected to rise by an additional 14% through 2026, driven by strong demand from central banks and ETFs, which should positively impact gold mining stocks [13]