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cover of episode Jobs market cheats death again

Jobs market cheats death again

2025/7/3
logo of podcast Wall Street Breakfast

Wall Street Breakfast

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D
David Lout
E
Eric Merlis
J
Jim Farley
K
Kim Kahn
L
Laura Martin
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Kim Kahn: 我观察到尽管市场普遍预期经济将走弱,但最新的就业数据显示美国经济依然具有韧性。非农就业人数超出预期,失业率也意外下降。然而,平均时薪的增长低于预期。这些数据降低了美联储在七月份降息的可能性,市场对这些数据反应积极,股市因此上涨。 Eric Merlis: 作为Citizens的全球市场联席主管,我认为当前稳定的就业环境为美联储提供了维持观望态度的空间,以便更清晰地评估政策变化对经济的影响。 David Lout: 作为Abound Financial的首席投资官,我认为在当前股市处于历史高位的情况下,应该坚持投资那些表现优异的成长型股票,因为它们引领市场走出了低谷。而且,我认为目前的估值水平并不是一个值得担忧的问题,市场仍有扩张的空间。

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Despite worries, payrolls topped expectations) and have risen for 54-straight months. (0:13) Stocks rallied) into the early close. (1:41) DataDog jumps) on S&P 500 inclusion. (2:30)Show NotesFord CEO says AI will take 50% of white collar jobs)Episode transcripts seekingalpha.com/wsb). Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).