what the Mag 7 accomplished from 2007 to today in 15 years. People have to go look. Breathtaking.Yeah. I mean, you you went from 1 trillion to 15 trillion. When you combine all that, this is going to take a lot less time.So, Bitcoin's going to get to 15 trillion. It's going to happen. And I believe it's going to happen in much less time.The reason is because of artificial intelligence. So, what's going on guys. Today we got a great episode with Jordy Visser.In this conversation, we talk about the bad jobs r ...

Investment Rating - The report indicates a bullish outlook on gold and suggests long positions in gold, bonds, and sectors that can outpace China, while recommending short positions in sectors that may face inflationary pressures [2][19][20]. Core Insights - The report highlights the highest bond yields in decades, with UK long bond yields at 5.6%, France at 4.4%, Japan at 3.2%, and the US testing 5%, indicating a shift in financial conditions and potential implications for risk assets [2][19]. - It draws parallels to the Nixon era, suggesting that political pressures may lead to easing financial conditions, which could create a pre-election boom and affect market dynamics [4][20]. - The report emphasizes the importance of monitoring payroll data and Treasury yields as indicators for risk asset performance, with a strong payroll report and falling yields being the most bullish scenario [3][19]. Summary by Sections Market Flows - Weekly flows show significant inflows into cash ($51.8 billion), bonds ($22.2 billion), and stocks ($17.6 billion), with gold also seeing inflows of $6.5 billion [13][18]. - BofA private clients have a significant allocation in equities (64.1%) and are extending duration in their bond holdings [15][57]. Economic Indicators - The report notes a potential weakening in US economic data, with construction spending down 2.8% year-over-year, which may influence Federal Reserve policy [19][26]. - It discusses the implications of rising bond yields and the stability of bank stocks, suggesting that the next significant move in bond yields is likely to be downward [19][20]. Historical Context - The report references the 1970s as a historical analog for current market conditions, highlighting the volatility and shifts in leadership among asset classes during that period [20][28]. - It suggests that investors should focus on sectors that can thrive in a high-inflation environment, drawing lessons from past market behaviors [20][28]. Sector Performance - The report indicates that small-cap and value stocks outperformed during the 1970s, suggesting a potential similar trend could emerge in the current environment [20][28]. - It highlights the performance of the "Magnificent 7" stocks, drawing comparisons to the "Nifty Fifty" of the past, indicating a potential for similar market dynamics [20][36].

💥BREAKING:RATE CUT ODDS FOR SEPTEMBER HIT 99%! 🚀 https://t.co/p6IPUjU3jo ...

How far and how fast will Fed officials move to keep cutting rates after September? https://t.co/B3riZfdQsl ...

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra America.I'll be with my friends. I'm just trying to make a little bit of money. My job is not just to entertain you, but to educate and teach you.So call me at 1800743 CBC. Tweet me at Jim Kramer. On Wall Street, we've all been conditioned to believe that good news is bad news and vice versa.Then if the economy's too strong, we can expect the Federal Reserve will raise interest rates bad for growth and if economy is weak enough, the Fed will cut rates. G ...

Economic Indicators & Analysis - Job creation has stalled after four plus years of strong growth, transitioning to a "no hire, no fire" situation [1][2] - Uncertainty surrounding tariffs in May and June contributed to the slowdown in job creation [2] - The Federal Reserve (Fed) is likely to cut interest rates due to the softening job market, although inflation data remains a key factor [5] - The economy may be heading towards a period of rising unemployment and rising inflation [27] Labor Market Disparities - Job losses are not uniform across the board, with white men and black women experiencing employment declines since the beginning of the year [7] - Manufacturing has lost jobs since January, contradicting the argument that tariffs would bring manufacturing back to America [8][9] - Government job losses are largely driven by federal government cuts [9] Trade & Tariff Policy - Incompetent and incoherent tariffs are detrimental to the economy, particularly tariffs on inputs like steel and aluminum [12][13] - Steel tariffs implemented in the previous administration led to the loss of approximately 1,000 jobs [10][11] Inflation & Cost of Living - The cost of living remains a primary concern for American families, outweighing the job situation [19] - Over the past five years, food prices have increased by 26%, auto insurance prices by 30-40%, and housing costs by 50% [19][20] - Inflation remains higher than the Fed's target, creating a dilemma between addressing inflation and stimulating the job market [20] Political Implications - The economy matters politically, especially how people feel about their jobs [15] - Frustrations related to high prices and the perceived lack of economic improvement are influencing voters, particularly swing voters who previously supported Biden and then switched back to Trump [24][25]

Joining me now is Bank of America Sevita Subaranian. Uh Sevita, you've been looking at how a softening labor market impacts corporate margins and I'm assuming they impact margins in different ways. Uh how do you kind of connect what you saw from today's report with how investors should be positioning for different sectors moving forward.Yeah, I I mean I think today's report does not necessarily mean that we are in a downward spiral in terms of economic growth. In fact, I think things still look pretty healt ...

🚨 TRUMP: “Jerome ‘Too Late’ Powell should have lowered rates long ago. As usual, he’s too late!” https://t.co/lApErIc03u ...

And we are back on halftime with final trades. First up, Stephanie Link. Uber.Total addressable market of 5.7% trillion. They dominate the space. New products and new end markets.Kevin Simpson, your pick. Home Depot. The stock is a perpetual compounder.It will benefit from lower rates. Malcolm. Yeah, Rocket Companies.The stock's popping today because the Mr. . Cooper deal was approved by shareholders, but also interest rates being cut later this month should be additive. So, I paused there for a second beca ...

Market Trends & Interest Rates - Municipal bonds experienced a rally following weaker-than-expected job growth [1] - The weaker job growth increased expectations that the Federal Reserve will lower interest rates this year [1] - Lower interest rates are anticipated to help stimulate the economy [1]