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Cooling Job Openings, Falling Yields, and a Likely Fed Cut

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Manage episode 505364672 series 2342924
Content provided by Mari and Protect Your Assets | Cumulus Media San Francisco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mari and Protect Your Assets | Cumulus Media San Francisco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil might find support after recent weakness. We also preview next week’s CPI and PPI releases, discuss why inflation remains above the Fed’s 2% target, and outline positioning ideas for a volatile September–October stretch. Plus, sectors we currently favor—financials and health care—and a reminder to use pullbacks to rebalance toward quality. You can send your questions to [email protected] for a chance to be answered on air.

Catch up on past episodes: http://pyaradio.com

Liberty Group website: https://libertygroupllc.com/

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

  continue reading

578 episodes

Artwork
iconShare
 
Manage episode 505364672 series 2342924
Content provided by Mari and Protect Your Assets | Cumulus Media San Francisco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mari and Protect Your Assets | Cumulus Media San Francisco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil might find support after recent weakness. We also preview next week’s CPI and PPI releases, discuss why inflation remains above the Fed’s 2% target, and outline positioning ideas for a volatile September–October stretch. Plus, sectors we currently favor—financials and health care—and a reminder to use pullbacks to rebalance toward quality. You can send your questions to [email protected] for a chance to be answered on air.

Catch up on past episodes: http://pyaradio.com

Liberty Group website: https://libertygroupllc.com/

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

  continue reading

578 episodes

Kaikki jaksot

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