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Citizens Wealth's Hans: Jobs data surprised markets amid low volatility
CNBC Television· 2025-08-05 00:00
Let's start perhaps with the data side of things. Is there going to be a market fallout. It doesn't appear as though right now, but there is going to be a ripple effect and can we trust the data going forward.So, I think the next few days after you're seeing a considerable degree of surprise on Friday, you you very likely will see some market reaction. You're not going to solve this overnight because this is a revision off of several months of data. and the markets were caught by surprise in an environment ...
Fed has increased likelihood to cut rates in September now, says Oppenheimer’s John Stoltzfus
CNBC Television· 2025-08-01 17:47
Despite concerns about the economy, my next guest, there it is. Uh 4.23% on the 10-year remains bullish. He says progress on trade negotiations has removed an uncertainty that had weighed on markets and he just reinstated his S&P year end target of 7,100.That's the highest on the street. Joining me now is John Stofus, chief investment strategist at Oppenheimer. John, lot of moving parts today.um nuclear subs moving uh you know social media in the picture as usual but how big a deal is this jobs number the r ...