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Nvidia AI and gaming chips revenue, why the August jobs report 'cements' a September rate cut
Yahoo FinanceΒ· 2025-09-06 10:36
Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Stocks reversing core sharply as investors are taking in a softer than expected jobs report and eyeing a Fed rate cut within reach. We're digging into those stories. It is of course the last trading day of the week and there's just an hour to go until the closing bell. Stocks bit softer here. The Dow's down about 220 points. The S&P 500, your broad gauge is down about half a percent. The NASDAQ down about 2/10en of a per ...
X @Crypto Rover
Crypto RoverΒ· 2025-09-06 06:42
UPDATE:Markets are now pricing in an 89% chance of a 25 bps rate cut in September, and an 11% chance of a 50 bps cut. https://t.co/AS6DySwNZe ...
X @Market Spotter
Market SpotterΒ· 2025-09-06 05:00
US jobless claims rise, fueling hopes for a Fed rate cutβ€”could that spark a fresh #BTC & #ETH surge today? πŸ’₯ ...
Unemployment Rate Rises to 4.3%
Benjamin CowenΒ· 2025-09-06 03:33
Hey everyone and thanks for jumping back into the macroverse. Today we're going to talk about the recent jobs report and how the unemployment rate has risen to 4.3%. Furthermore, we had some revisions to prior months that actually sent I believe it was the June non-farm payrolls negative.So, we're going to talk about some of that stuff, what it might do to to expectations for the Fed funds rate, etc. We'll probably talk a little bit also about Bitcoin and the stock market. If you guys like the content, make ...
Labor churn has come to a near standstill, says KPMG's Diane Swonk
CNBC TelevisionΒ· 2025-09-05 20:45
Well, joining us now is Diane Swank, KPMG chief economist. Diane, the markets are near record highs, but on the labor front, things may be stalling out. How how dire a sign is this.Well, we're still at very low unemployment rates, but what I worry about is under the hood. What we're seeing is a lot of inequality, and the econ economic aggregates are masking that inequality. the under the stress unemployment rate that that includes people working part-time instead of being able to find full-time jobs, those ...
US Jobs Growth Stalls, Adding Rate Cut Bets | Real Yield 9/5/2025
Bloomberg TelevisionΒ· 2025-09-05 18:09
From New York City. For our viewers worldwide, I'm Scarlet Fu and Bloomberg Real Yield starts right now. Coming up.U.S. payrolls tumble in August with just 22,000 jobs added to the economy, sending bond yields plunging across the curve. Traders are now locking in a September Fed rate cut. We begin with the big issue.A labor market introduces another weak summer employment report. This is a continued deceleration, but there's an ongoing sort of labor market slowdown. We want a labor market that's cool and th ...
X @Unipcs (aka 'Bonk Guy') πŸŽ’
Market Trends & Opportunities - SPX and NASDAQ are consistently reaching new All-Time Highs (ATHs) [1] - Gold is consistently reaching new All-Time Highs (ATHs) [1] - Traditional Finance (TradFi) players are aggressively entering the crypto space and integrating it into the $100 trillion+ global financial system [1] - The US President and inner circle are actively promoting and launching crypto initiatives [1] - Crypto is currently lagging behind recent M2 money supply ATHs [1] - DXY made new lows [2] Crypto Undervaluation & Potential - Gold's market capitalization is $245 trillion while crypto's is $38 trillion, indicating significant undervaluation for crypto [1] - Many altcoins and memecoins have already decreased by 60-90% [1] - Crypto is poised for an aggressively explosive upside move in the remainder of the year [1] - The Risk/Reward (R/R) ratio is overwhelmingly skewed to the upside [1] Monetary Policy - A Federal Reserve (FED) rate cut in September is highly probable, with further cuts anticipated later in the year [2]
X @Ash Crypto
Ash CryptoΒ· 2025-09-05 14:11
πŸ‡ΊπŸ‡² WHITE HOUSE ECONOMIC ADVISER HASSETT EXPECTS FED TO DISCUSS A HIGHER RATE CUT.SUPER BULLISH FOR MARKETS πŸ”₯ https://t.co/AXVynZzEur ...
4 Stocks Leading in Interest Coverage as Wall Street Eyes Rate Cuts
ZACKSΒ· 2025-09-05 13:56
Market Overview - U.S. equity markets closed higher, driven by optimism over potential monetary easing despite concerns about softening labor data [1][2] - The S&P 500 rose by 0.83% to 6,502.08, the Nasdaq Composite increased by 0.98% to 21,707.69, and the Dow Jones Industrial Average gained 350.06 points, or 0.77%, to settle at 45,621.29 [1] Economic Data - The ADP private payrolls report indicated only 54,000 jobs were added in August, significantly below the revised 106,000 jobs in July, suggesting a slowdown in job creation [2] - Despite the weak employment numbers, stock prices increased as traders interpreted the data as supportive of a potential rate cut by the Federal Reserve [2] Focus on Financially Resilient Stocks - In the current macroeconomic environment, it is crucial to focus on companies with strong financial fundamentals beyond just sales and earnings [3] - A critical analysis of a company's financial background, including coverage ratios, is essential for informed investment decisions [4] Interest Coverage Ratio - The Interest Coverage Ratio is a key indicator of a company's ability to pay interest on its debt, calculated as Earnings before Interest & Taxes (EBIT) divided by Interest Expense [5][6] - Companies with strong interest coverage ratios, such as Vertiv Holdings, Stride, Ralph Lauren, and The Cheesecake Factory, are highlighted for their financial resilience [10] Company Performance - Vertiv Holdings: Zacks Consensus Estimate indicates sales and EPS growth of 24.5% and 34% respectively, with shares advancing 75.2% in the past year [14] - Stride, Inc.: Expected sales and EPS growth of 11% and 5.9% respectively, with a stock increase of 104.1% in the past year [15] - Ralph Lauren Corporation: Anticipated sales and EPS growth of 6% and 19.8% respectively, with shares rising 85.6% in the past year [16] - The Cheesecake Factory: Projected sales and EPS growth of 5.1% and 9.6% respectively, with a stock increase of 63.1% in the past year [17]
X @Easy
EasyΒ· 2025-09-05 12:49
Update.It now has 2 cuts at a 2% chance.Still feel that the 1 cut is the play here imo.We will get a second cut in October, and probably a 3rd cut in December. https://t.co/es1DH2owugEasy (@EasyEatsBodega):There is a 99% chance of a rate cut in September.Polymarket still has these odds at at 89%You are basically seeing an 11% gain, more or less a sure fire thing here, over 12 days.Fed Meeting is going to be the 17thMacro data is showing clear signs a cut is going to https://t.co/r06mF160j3 ...