White House Will Release October’s Jobs Report—After Saying Data Would ‘Likely Never’ Publishhttps://t.co/7MtbSe2i1Z https://t.co/4JWBFB4Zkd ...

MORE IN 30 MINUTES TIME ALONGSIDE MATT MILLER AND OPEN INTEREST. NO PAYROLL DATA SO FAR TODAY, NOT EXPECTING ANY BECAUSE OF THE GOVERNMENT SHUTDOWN. JOINING US TO DISCUSS IS MICHAEL MCKEE.THE LAST TIME WAS 2013 TO HAVE IT DELAYED LIKE THIS. MIKE: WE GOT THE NUMBERS IN 2019 WHEN THINGS WERE SHUT DOWN. IT IS WEIRD.JOBS DAY, YOU GO TO DANI FIRST. WE HAVE DISAPPOINTING NEWS IN TERMS OF THE JOBS REPORT, NO JOBS CREATED OR LOST BECAUSE WE DON'T HAVE DATA. IF WE HAD DATA, HARD TO KNOW EXACTLY WHAT IT WOULD HAVE BE ...

Labor Market Insights - The current labor market situation is characterized by a lack of job creation or loss due to the absence of data from the government shutdown, with alternative data sources providing varying estimates [2][4] - Bloomberg consensus anticipated an addition of 53,000 jobs, while other sources like Rev Elio suggested 60,000 jobs, and ADP indicated a loss of 32,000 jobs [2] - The Chicago Fed's unemployment proxy indicated a stable rate of 4.3%, suggesting no significant changes in the labor market [2] Impact of Government Shutdown - The government shutdown has resulted in no reports being generated by the Labor Department or the Bureau of Labor Statistics, affecting the transmission of data to the White House [5] - There is concern that if the shutdown continues, the collection of jobs and CPI data could be jeopardized, impacting future economic assessments [3] Federal Reserve Guidance - In the absence of concrete data, the Federal Reserve may rely on anecdotal insights from CEOs and companies to guide their decisions, potentially leading to a continued expectation of interest rate cuts in October [6] - The uncertainty surrounding the labor market and economic data may influence the Federal Reserve's approach to monetary policy [6][7]

REMINDER:No Jobs Report on TODAY.Due to the government shutdown. https://t.co/gZI9iddaM4 ...

Couple of days is you're going to see basically a very real vibe shift. What we've gone from not voting and sort of docile action on the House and Senate floor to what is expected to be repeated rounds of voting on the same bill over and over and over again. So the Senate Republicans are going to put that House passed clean C.R. on the floor as frequently as possible, possibly every single day and through the weekend until they break this impasse. And the expectation I would start at the long end is for ten ...

The USA is ghetto and is run by a bunch of public servants of mental diminished capacity that put themselves above their oath.*I still love America*Watcher.Guru (@WatcherGuru):JUST IN: 🇺🇸 Beauru of Labor Statistics says it will not release economic data including the jobs report on Friday, if US government shuts down. ...

Inflation & Monetary Policy - The market is shifting focus from inflation reports to jobs reports, with the expectation that inflation numbers are decreasing [1][2] - The company's internal CPI measure was almost 100 basis points (1%) below the actual number last month, indicating housing and shelter as key drivers [2] - While a 25 basis point rate hike is expected, a 50 basis point hike could be justified, although only 10% of the market forecasts this [3] - The company believes underlying inflation trends are improving and the Fed should look past tariff-induced noise [6] AI & Tech Sector - The AI trade is considered to be in its early stages, potentially the "third inning," with software identified as the next area for growth [9][10] - The company is a strong believer in the long-term impact of AI on the economy, markets, and stocks, anticipating broader participation beyond chip stocks [10] - A key focus is on mega-cap tech, especially after Oracle's strong results, suggesting AI-focused names are still attractive [7][8] European Markets - Despite political turmoil in France and rising tensions in the Middle East, Europe remains an attractive investment opportunity [11][12] - The company favors European defense and infrastructure investments as a "next decade trade" due to supportive valuations [13][14] - The company recommends focusing on specific sectors like defense (e g BA Systems) and infrastructure investment within the broader European economy [14] Investment Strategy - The company suggests a Wisdom Tree ETF (WTV) focused on high dividend and buyback yields, offering a close to 7% shareholder yield [14][15] - This ETF targets companies that believe their stocks are cheap and are buying back approximately 5% of their shares outstanding [15] - The dividend/buyback strategy is seen as a way to participate in the AI story's diffusion through the economy, targeting companies that will utilize AI and consider their stocks undervalued [16]

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 ...

The S&P 500 slipped 0.3% on Friday, Sept. 5, 2025, as a soft jobs report raised concerns about the U.S. economy's growth trajectory. https://t.co/Flve6Apd8z ...

Bond Market Trends - The 10-year Treasury yield is approaching a break below 4% [1] - Two-year Treasury yield is down 13 basis points (0.13%) on the week [1] - Ten-year Treasury yield is down 15 basis points (0.15%) on the week [1] - The lowest yield close of the year was 3.9999% in early April [2] - Potential for the lowest yield close since October of the previous year [2] Technical Analysis - Holding the 4% area on the 10-year Treasury and moving higher could trigger selling by technicians [3] - S&P 500 has a higher high than the previous day [3] - A close below the previous day's low on the S&P 500 would be considered a key technical reversal [3] - Monitoring technicals is crucial [4]