Political & Economic Landscape - Sri Lanka seeks political stability, economic growth, and national reconciliation [1] - Local election results indicate growing disillusionment [1]

Japan’s Economy Growing Amid Tariff Woes, Revised Data Confirms https://t.co/fCf1OoLp1S ...

Monetary Policy - Concerns within China's government regarding a substantial stock market rally may postpone further significant monetary stimulus [1] - This situation potentially moves the central bank to a less active role as Beijing aims to maintain economic growth [1]

“City-clusters” will be increasingly powerful engines of growth in China over the next decade and beyond. Difficult questions remain over how exactly the country will manage to turn these into world-beating champions https://t.co/UUuTAl0mx8 ...

Economic Indicators & Labor Market - The labor market added only 22,000 jobs last month, significantly below the expected 75,000 [1] - The unemployment rate increased slightly to 43%, the highest since late 2021 [2] - The unemployment rate for young people is approximately 106%, the highest in a decade excluding the pandemic period [14] - There are now more people seeking jobs than available positions, a concerning trend [13] Trade & Tariff Impact - Tariffs are currently at about 18%, a substantial increase from approximately 25% when President Trump took office [7] - Current tariffs are estimated to result in approximately 500,000 fewer jobs in the economy [7] - Businesses are facing uncertainty due to the fluctuating tariff landscape, impacting hiring and investment decisions [14] Policy & Political Commentary - President Trump attributes the disappointing jobs report to interest rates and criticizes Federal Reserve Chair Jerome Powell [2] - The administration claims economic data will improve next year [3] - Concerns are raised that the administration's policies, including excessive tax cuts and tariffs, are negatively impacting the economy [11] - Immigration policies are constricting labor supply, affecting job numbers and long-term economic productivity [17][18]

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 ...

We're joined by Ben Emmens, founder and chief investment officer at Fed Watch Advisors. Ben, great to have you with us. >> Hey man, it was good to be on again.Thank you. >> So, we saw that record hit on the S&P 500 early in the session and then the market started really thinking like, uhoh, why do we really need so many cuts. Are you worried that there is a growth scare ahead of us.>> Not really. actually now because I I I've noted from the GDP data and even from some of the ISM and regional PMI data there' ...

Core Points - The Supreme Court's potential ruling on President Trump's tariffs could significantly impact economic forecasts and business planning, particularly if the tariffs are deemed unconstitutional [1][2] - Tariff uncertainty has led to a slowdown in hiring and capital spending across various sectors, with businesses hesitant to commit due to the unpredictable tariff landscape [3] - New tariffs can still be imposed under national security laws, which are not affected by the current ruling, potentially expanding tariffs on industries like semiconductors and pharmaceuticals [4] Economic Impact - If the challenged tariffs remain in place, consumer prices could rise by approximately 1%, leading to reduced spending, although this may not trigger a recession [5] - The global economy is undergoing structural changes as businesses adapt to tariff uncertainties, with a shift towards shorter supply chains and diversified sourcing strategies [6][7] - These adjustments may lead to a slight increase in production costs, impacting consumer prices but not significantly harming the overall economy [10] Business Strategies - Companies are increasingly sourcing materials locally or diversifying their supply chains to mitigate risks associated with tariffs [7][9] - The transition to more localized production and diversified sourcing will take time, but it is expected to gradually reshape global production dynamics [11] - The outcome of the Supreme Court decision will have varying effects on specific companies, necessitating close monitoring by affected business leaders [12]

Let's get back to the broader markets because we are pulling back here after hitting record highs just earlier this morning. Joining us at Post 9 is PNC Asset Management Chief Investment Strategist Young Yuma. Sentiment definitely shifted.Wonder if you think it has to do with the jobs number or what's what's going on in the market right now. Yeah, hi Sarah. It's great to be here.Well, definitely the market started off on a bit of an optimistic tone that this solidifies the Fed's rate cuts and the program of ...

Market Overview & Liquidity - The market's recent behavior is viewed as a reality check rather than a broad reflection of underlying issues [2] - The narrative of liquidity driving the market has been disconnected from fundamentals [1] - Excess savings are estimated to be around ¥6 to 7 trillion, which is smaller than many anticipate [8] - The migration of these savings into the equity market is slower than expected, with only approximately ¥300 billion in July and August [9] Policy & Regulation - Policymakers are providing guardrails rather than brakes, indicating a more targeted and earlier intervention approach compared to previous boom-bust cycles [10] - Potential policy moves, including monetary and fiscal policies, are seen as cyclical tools to cushion the economy [2] - Structural moves to encode reflation and rebalance are tied to the upcoming Fourth Plenum and the Five-Year Plan [3][4] - The need for significant stimulus measures may be lessened by the rally in Chinese equities [3] Economic Outlook & Challenges - High-frequency data, including housing exports and physical impulse, indicate soft prints in August [2] - Deflation is expected to be persistent, potentially lasting until the end of next year [12][14] - The second half of the year is forecasted to be softer, with subdued nominal growth [12][14] - Achieving a full pull-through to wages and employment for inflation is challenging [9][16] Sector-Specific Insights - The solar sector is identified as Exhibit A for anti-evolution, with a consolidation plan financed by industry funds to absorb inventory [12] - GreenTech, EVs, power storage, smart manufacturing (AI, industrial robotics), and "new productive forces" (humanoid robots, self-driving cars) show micro-level positivity, particularly in Shenzhen [15]