Welcome back. Major indices rebounding off those session lows at the open this morning, trying to save off some back-to-back weekly losses. Should we be treating this as a buying opportunity.Joining us this morning, Wilmington Trust chief investment strategist Megan Shu is with us. Help make some sense of this Friday. Megan, what is your sense about where we are and what needs to happen to bring more stability, get that VIX a little bit lower.Um, yeah, Carl, I think actually in the short term, a little bit ...

COMPONENT. IF THEY ARE BECOMING LONG-DURATION ASSETS THEY WILL SWING WITH RATES. JONATHAN: TO THE FORCES I AM TALKING ABOUT PUT THE YEAR IN THE RALLY IN JEOPARDY.GEORGE: WE WILL GO THROUGH MANY CYCLES BEFORE WE GET TO THE TYPICAL YEAR END RALLY WHICH TYPICALLY KICKS OFF CLOSER TO THANKSGIVING INTO THE END OF THE YEAR. I THINK NOW WITH THE GOVERNMENT REOPENING WE WILL GET THE DATA. SOME DATA.NOT ALL OF IT. THE BURDEN OF PROOF IS THERE. YOU HAVE TO HAVE REALLY STRONG JOBS DATA TO TURN OFF THE FED.EVEN THOUGH ...

UK unemployment rose more than expected, further evidence of a cooling jobs market https://t.co/HPBuYQB7Ek ...

Another jobs Friday with no government data due to the shutdown. Yumish, though coming in very low, near the lowest level ever since uh the 1970s as worries begin to build about the consumer and the macro environment overall. Our next guest says we may be close to the worst jobs market in 50 years outside of recession.Let's bring in Goldman Sachs chief economist Yan Hotz talk about what data he's watching and where he sees the market going from here. Yan, it's good to see you. Happy Friday.>> Very good to s ...

Robert Half issued profit guidance below analysts’ estimates, signaling that the global jobs market is continuing to soften https://t.co/kOHJmAHhDK ...

Core Insights - The UK government is facing pressure to find £30 billion in tax rises and spending cuts in the upcoming Budget, with warnings that further tax increases on businesses could severely impact the jobs market and economic growth [2][3]. Group 1: Business Sentiment - 56% of employers indicated they would either cut jobs or freeze hiring if corporate taxes are raised again, highlighting a significant concern for the job market [2]. - Nearly half of the surveyed businesses have already reduced jobs or halted hiring due to previous tax increases, with the unemployment rate reaching a four-year high of 4.8% [3]. - Business confidence is described as fragile, with many firms citing high operating costs and uncertainty as major barriers to growth [5]. Group 2: Economic Impact - The ICAEW warns that further tax hikes could jeopardize the UK's growth mission, with corporate tax increases potentially leading to a "damaging cliff edge" for the economy [2]. - Almost half of the firms surveyed are considering raising prices in response to higher taxes, and two in five plan to cut investment [4]. - Inflation is currently at 3.8%, nearly double the Bank of England's target, which is exacerbated by a deteriorating labor market [5][6].

UK bonds jumped and investors bet on more Bank of England interest-rate reductions after Governor Andrew Bailey flagged a weaker jobs market https://t.co/fMCY3Lgi83 ...

Core Insights - The government shutdown is creating a data void, impacting how investors interpret economic indicators and necessitating the use of alternative data sources [2][3][4] Data Analysis - The Carile Group reported only 17,000 jobs added in September, significantly below the expected 54,000, indicating a weaker job market [5][9] - Various reports, including ADP payroll and ISM manufacturing, show job losses and a contracting labor market, reinforcing concerns about employment trends [8][9] Earnings Season Expectations - The upcoming earnings season is critical, with expectations for S&P 500 earnings to catch up to rising market valuations [10][11] - Focus on gross margins is essential, as companies face challenges in passing on price increases while dealing with higher input costs [12][13] Consumer Behavior - Consumers are becoming more cautious, as evidenced by increased sales of home-cooked meal products, indicating a shift in spending habits [16][17] - Retailers like Amazon and Walmart are attempting to extend the holiday shopping season to stimulate consumer spending [17][18]

🚨 LATEST: US ADP jobs fell 32K in September, missing expectations of +50K and down from +54K prior. ...

The bill, the reconciliation bill is boosting the economy and immigration is slowing it down. And then the effects of the tariff are both raising inflation and slowing down the economy. Both businesses and households facing the drag from the tariffs.>> I mean, I think about trying to compute all of these um all of these numbers with the many many moving pieces that you have. It's pretty complex situation. Um and I would I would imagine it changes on a pretty daily basis.But let's focus on on population grow ...