Group 1 - The S&P 500 has reached a new high, indicating strong market performance [1] - Nearly 90% of traders anticipate interest rates will be between 3.5% and 3.75% by December, suggesting a potential 25 basis point cut at each of the three remaining meetings this year [2] - Expectations for a 25 basis point rate cut are strong ahead of the Federal Open Market Committee meeting next week, with 11% of traders predicting a larger 50 basis point cut [3]

Economic Indicators - Economic indicators are signaling concerns about employment and inflation [1] Financial Markets - Financial markets are showing strong positive performance [1] Discrepancy - There is a significant disconnect between economic indicators and financial market performance [1]

had here today. Jeffrey's chief market strategist and CNBC contributor David Zervos is back. Always good to see you, Z.Welcome. Great to be here. What do you make of this uh inflation versus margin story in PPI today.You know, we had a big surprise last time, a lot of it revised away and then this big surprise to down. It's a volatile number and I the big numbers tomorrow, but it's great news. I think it feeds the narrative that many had hoped for.Uh, and it takes uh it takes us back to kind of where Steve ...

had here today. Jeffrey's chief market strategist and CNBC contributor David Zervos is back. Always good to see you, Z.Welcome. Great to be here. What do you make of this uh inflation versus margin story in PPI today.You know, we had a big surprise last time, a lot of it revised away and then this big surprise to down. It's a volatile number and I the big numbers tomorrow, but it's great news. I think it feeds the narrative that many had hoped for.Uh, and it takes uh it takes us back to kind of where Steve ...

Economic Outlook & Consumer Behavior - Companies are struggling to pass price increases to consumers, especially those selling to lower-income demographics [2] - Consumers have absorbed price increases for the past five years since COVID, but are now resistant due to diminished cash reserves [3][4] - Lower-income consumers are depleting their cash balances and increasing debt, excluding mortgage debt [8][9][10] - There's concern that economic weakness among lower-income consumers could spread to other segments [11] Monetary Policy & Market Dynamics - The market is currently in a "bad news is good news" situation, but there's a risk of "bad news is bad news" scenario [6] - Risk-on assets (equities, credit spreads) and risk-off assets (gold, government bonds) are both performing well [6] - The employment side is much weaker than expected, while the latest inflation print is much better than expected [5] - A potential 50 basis point cut by the Federal Reserve should be considered, given the data [12] Productivity & Future Growth - Deregulation is needed to improve supply-side response [13] - Optimism exists regarding productivity gains in the coming years due to AI, life sciences, and robotics [13]

We need investment. We need more research and we need to update methodologies. Um the agencies have been starved of resources for a long time.I think a healthy discussion within the administration is a is a great thing. I' I'd love to see it and I think it should involve people outside the system as well. users um you know people who are um really relying on the numbers to um make decisions need need to provide input into that as well as methodologists.I'm not telling the bureau what to do but they collect ...

Employment Trends - August 2025 US Jobs Report provides live news on employment and payrolls [1] Data Source - The report focuses on data related to employment figures [1]

The Bureau of Labor Statistics will publish its first jobs report Friday since President Trump fired the agency’s leader after she delivered surprisingly lousy news about spring employment https://t.co/oN7qkhkxG0 ...

It's been a busy morning for economic data. Let's get some more with Rick Santelli. Hi again, Rick.All right. Well, this is good day to watch yields climb up a little bit. I wouldn't be surprised to see stocks do a little better as well.ISM first time look at the August read on the service sector, the important swath to the US economy. And the numbers are good. 52.0% on the services index.Better than expected, sequentially higher than 50.1% in the rearview mirror. That would be the best since Feb of 25 when ...

The ADP report lined up the estimate in our survey, 68 K the previous number one over four with the number this morning. As Mike mccarthy good morning, mike. The morning john i'm looking right now at the number it's 54,050 4000 jobs according to adp comes in lower than the forecast you just mentioned of 68,000 and certainly down from a revised 106,000 last month.So this is not good news for the markets and it is something that was foreshadowed by Governor Chris Waller, who noted that the Fed buys data from ...