o…the S&P is basically at ATHs Trump has said 7 different times this week that he wants a deal with Iran Bessent said a ceasefire could be announced over the weekend Rate hike probabilities tanked by 20% today because of the labor market data $PLTR is up 40% in a week…which means the software stocks are finally getting the respect they deserve including $MSFT $RDDT $SHOP earnings continue to compound aggressively the super high-beta semi names are consolidating like $MU $NBIS which isn’t bearish at all, especially when their growth continues to be massive hyperscalers continue to spend on capex and cloud growth rates are showing the ROI leverage also has been wiped out significantly feels like we could be setting up for an end of year run IF hikes are out of the picture and earnings co
o…the S&P is basically at ATHs Trump has said 7 different times this week that he wants a deal with Iran Bessent said a ceasefire could be announced over the weekend Rate hike probabilities tanked by 20% today because of the labor market data $PLTR is up 40% in a week…which means the software stocks are finally getting the respect they deserve including $MSFT $RDDT $SHOP earnings continue to compound aggressively the super high-beta semi names are consolidating like $MU $NBIS which isn’t bearish at all, especially when their growth continues to be massive hyperscalers continue to spend on capex and cloud growth rates are showing the ROI leverage also has been wiped out significantly feels like we could be setting up for an end of year run IF hikes are out of the picture and earnings co
don’t think most people understand the massive scale of investment Tesla & SpaceX are making in Texas right now. Everything the two companies are/going to build across the state: • Terafab (Grimes County) • Gigasat factory (in Bastrop, currently under construction) • Optimus factory (at Giga Texas, currently under construction) • Advanced technology fab (at Giga Texas, currently under construction) • Tesla Project Crystal Sun (big solar cell plant in Fort Bend County. Late 2026 construction start date) • Expanded Starlink terminal production facility (in Bastrop, currently under construction) • Further Starbase expansion (in Starbase) • Tesla Megafactory 3 (in Brookshire, just started prod)
don’t think most people understand the massive scale of investment Tesla & SpaceX are making in Texas right now. Everything the two companies are/going to build across the state: • Terafab (Grimes County) • Gigasat factory (in Bastrop, currently under construction) • Optimus factory (at Giga Texas, currently under construction) • Advanced technology fab (at Giga Texas, currently under construction) • Tesla Project Crystal Sun (big solar cell plant in Fort Bend County. Late 2026 construction start date) • Expanded Starlink terminal production facility (in Bastrop, currently under construction) • Further Starbase expansion (in Starbase) • Tesla Megafactory 3 (in Brookshire, just started prod)
so in July we LOST 23K jobs vs expectations of adding 83K jobs for nonfarm payrolls we also revised June's numbers down by 37K jobs the chance of a rate hike in september just went from 60% to 40% and $SPX is up +0.5% in the premarket 10yr down to 4.6% anything that helps inflation come down...the market loves
so in July we LOST 23K jobs vs expectations of adding 83K jobs for nonfarm payrolls we also revised June's numbers down by 37K jobs the chance of a rate hike in september just went from 60% to 40% and $SPX is up +0.5% in the premarket 10yr down to 4.6% anything that helps inflation come down...the market loves
WEAK JOBS REPORT TAKES EDGE OFF FED HIKE CASE July’s jobs report showed weaker hiring and downward revisions, reducing pressure on the Fed to raise rates in September. But unemployment fell to a two-year low as fewer Americans looked for work, leaving the picture mixed. For the Fed, inflation remains the bigger concern. Next week’s CPI report could prove decisive: softer inflation would support holding rates, while another strong reading could strengthen the case for a hike.
WEAK JOBS REPORT TAKES EDGE OFF FED HIKE CASE July’s jobs report showed weaker hiring and downward revisions, reducing pressure on the Fed to raise rates in September. But unemployment fell to a two-year low as fewer Americans looked for work, leaving the picture mixed. For the Fed, inflation remains the bigger concern. Next week’s CPI report could prove decisive: softer inflation would support holding rates, while another strong reading could strengthen the case for a hike.
BREAKING: The odds of a September rate hike fall to 40% after the US economy unexpectedly posts its 3rd biggest monthly job loss since the pandemic in 2020. Just days ago, markets saw at 70%+ chance of a September rate hike. Gold prices are surging above $4,400/oz on the news.
BREAKING: The odds of a September rate hike fall to 40% after the US economy unexpectedly posts its 3rd biggest monthly job loss since the pandemic in 2020. Just days ago, markets saw at 70%+ chance of a September rate hike. Gold prices are surging above $4,400/oz on the news.