Why don't we start off with this. What do you think's at stake with the jobs report coming up later today. I was mentioning earlier, I talked to a lot of people.They think not necessarily a market mover or they think the cuts already baked in unless we see an outside move either 10 to 15,000 to the upside or 10 to 15,000 to the downside. Yeah, there does have a feeling a little bit of deja vu. You think about a year ago, there was a couple of troubling payroll reports followed by that fullyear revision that ...

Financial Activities - President Trump purchased $100 million in bonds while in office [1]

MUFG executed $500 million in TenneT bonds after Dutch government approved a debt guarantee https://t.co/6xKmcUzZKF ...

Market Potential - Crypto assets' current $3-4 trillion market cap is expected to be dwarfed by the $200+ trillion in stocks and bonds that can come on-chain [1] Future Outlook - The industry anticipates a shift from a "because we can" mentality to a more value-driven approach [1]

Market Overview & Investment Strategy - The current environment is considered favorable for investing in both stocks and bonds [1] - Potential for two or three rate cuts this year could cushion expected softness in the third and fourth quarters [2] - Equity markets, both public and private, are seen as having more value due to innovation and earnings growth potential [4] - The IPO market is perking up, with activity up approximately 21% year-over-year, and M&A activity up about 30% [5] IPO Market Dynamics - Average IPOs over $1 billion are up about 50-60%, indicating strength in companies that waited to go public [7] - Mispricing is occurring in the IPO market, suggesting strong demand for growth stories from both retail and institutional investors [9] - Clarity around tariffs and the Federal Reserve's actions, along with a US economy growing at nearly 2%, are contributing to IPO market success [10][11] Sector Opportunities - Financials are benefiting from capital market activity, with consumer spending showing 4-5% growth in credit card spending for July [11][12] - Industrials are expected to benefit from infrastructure spending incentives [13] - AI data centers are a significant opportunity, with companies like Edgecore scaling to meet the demand from hyperscalers [13][14]

UBS Asset Management out with a note to clients today emphasizing the need for a diversified portfolio due to increasing economic growth risks. Evan Brown is behind the note. He is the firm's head of multiasset strategy.Evan, welcome back. Good to see you. Um, so was Friday the beginning of a growth scare in your view.>> I mean, it it was jarring to see, you know, 150,000 uh three-month moving average drop to 35,000. And we've been of the view, I think everyone's been of the view that that there's going to ...

Government Policy - China plans to tax interest income on bonds issued by the government and financial institutions [1] Market Impact - The move has prompted investors to reevaluate their debt market positions [1]

Investment Strategy - Pat Neal does not invest in treasury bills, bonds, or public stocks [1] - He monitors these markets to forecast the spending behavior of homebuyers [1] Market Analysis - The housing market is influenced by the activities in the treasury bills, bonds, and public stocks markets [1]

Pat Neal doesn’t hold any treasury bills. In fact, he doesn’t own any bonds at all—or any public stocks. He follows those markets to predict how their activities will impact the spending patterns of home buyers.https://t.co/agKRTM86AH https://t.co/3aqj06ha2S ...

Investment Strategy - Pat Neal 不持有任何国库券、债券或公共股票 [1] - 他关注这些市场是为了预测其活动将如何影响购房者的消费模式 [1] Market Analysis - 房地产行业关注金融市场活动，以预测购房者行为 [1]