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 ...

BREAKING🇺🇸 FED WILL CUT RATES IN SEPTEMBERODDS ARE NOW 97.6% 🔥 https://t.co/aynpLl54K7 ...

Market Performance & Outlook - The market has experienced a significant rally of approximately 30% since the April lows [1][2] - The industry anticipates market consolidation in the coming month, influenced by seasonality and concerns regarding the Federal Reserve and the potential impact of AI on the labor force [5][6] - The industry expects to end the year higher, despite anticipating a period of consolidation [18] - The industry views that it's reasonable to expect the market to be up a couple of percentage points by the end of this year from current levels [19] Earnings & Growth - The industry expects high single-digit earnings growth for the full year 2025 and believes it's reasonable to expect similar numbers in 2026, even with a potential economic slowdown [7] - The industry's stock market return depends on multiple expansion, which is influenced by the Federal Reserve's actions [9] Interest Rates & Federal Reserve Policy - The industry anticipates a rate cut in September, with December being more likely than October [8] - The industry believes that the Federal Reserve is likely to pause and evaluate data, leading to macro volatility over the next 6 months [9] - The industry believes that expecting a rate cut at every meeting until mid-2026 may be unrealistic [9] Tariffs & Market Sentiment - The market is seeking certainty regarding tariffs, whether the original tariffs announced in April or a future version, to incorporate them into models [13] - The industry believes that the panic surrounding tariffs has subsided, and analysts are revising estimates upward, fading the worst-case scenarios [14]

Group 1 - The article discusses the current uncertainty surrounding interest rates and the potential impact of tariffs on consumers, indicating that certain sectors are at higher risk due to these factors [1] - The author emphasizes a focus on dividend investing in quality blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) as a strategy for retirement income [1] - There is an aspiration to assist lower and middle-class workers in building investment portfolios that consist of high-quality, dividend-paying companies to achieve financial independence [1]

Group 1 - Precious metals, particularly gold and silver, are expected to rise due to increasing global tensions and geopolitical conflicts, particularly related to the Ukraine situation [4][8][19] - Countries are accumulating gold as a strategic asset for potential military conflicts, indicating a shift in geopolitical dynamics [6][9][12] - The demand for gold is driven by large-scale purchases from governments, which cannot be easily manipulated by market forces, leading to a sustained increase in prices [11][12][20] Group 2 - The production ratios of precious metals indicate potential price movements, with silver being produced at a significantly higher rate than gold, suggesting a possible future price adjustment [23][24][25] - The conversation around interest rates and central bank policies is crucial, as lower interest rates could lead to increased liquidity and inflation, further impacting precious metal prices [28][34][36] - The current economic environment is characterized by volatility and unpredictability, which could create both opportunities and risks for investors in precious metals [42][44][45]

BREAKING🇺🇸 FED WILL CUT RATES IN SEPTEMBERODDS ARE NOW 97.6% 🔥 https://t.co/XaJuKT2zZb ...

REMINDER:🇺🇸 FED COULD SLASH RATES BY 50 BPS IN SEPTEMBER IF THIS WEEK’S JOBS REPORT COMES IN WEAKER THAN EXPECTED.GET READY FOR VOLATILITY! https://t.co/CwwnTmff04 ...

There’s a 97.6% chance the FED will cut rates this September! 🚨 https://t.co/nBfLwiGZUZ ...

Hong Kong’s short-term funding costs have come off their highs this week, with analysts saying local interest rates look to be peaking after they spiked higher last month. https://t.co/yvPMnCH7oP ...

Australia’s household spending accelerated in July on strong growth in services, reinforcing expectations the Reserve Bank will keep interest rates unchanged later this month https://t.co/AhkcyLuPj8 ...