Weekly Review: Jobs Data Deception, Debt Ceiling Impact, and Market Vulnerability
Sam Cutler reveals why May's employment beat is heavily distorted by government jobs with 73,000 government hires masking cyclical job weakness. Learn why the debt ceiling resolution requires $600 billion in new Treasury issuance and why markets face potential weakness around August 20th.Follow Sam Cutler on X: x.com/search4yield3Try our 24-hour news squawking service for FREE! 👇livesquawk.com/#sign-upFollow us on X: x.com/LiveSquawk
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36:36
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36:36
Commodity Corner: Inflation, Oil Bottoms, and Copper Hype
Guest Chris Stadale warns about inflation complacency, challenges consensus on oil, and pushes back against copper fear-mongering in this week's commodity update.Access the full newsletter here 👉 https://livesquawkcommoditycorner.substack.comFollow Chris on X: x.com/ChrisStadeleTry our 24-hour news squawking service for FREE! 👇livesquawk.com/#sign-upFollow us on X: x.com/LiveSquawk
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5:16
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5:16
Weekly Review: US Strikes Iran, Central Bank Dovish Shift, and Oil Market Dynamics
Sam Cutler analyzes the market impact of US strikes on Iranian nuclear facilities while examining the broader dovish shift across central banks. Learn why oil's initial 5% surge retreated to equilibrium and why the Fed's "dots" showing two cuts disappointed despite market expectations for just one.Follow Sam Cutler on X: x.com/search4yield3Try our 24-hour news squawking service for FREE! 👇livesquawk.com/#sign-upFollow us on X: x.com/LiveSquawk
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26:19
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26:19
Commodity Corner: Oil Trading, Overvalued Platinum, and Dollar Recovery
Guest Chris Stadale discusses why he doesn't expect oil to spike to $150, why he believes platinum has quite overvalued and his contrarian view on the dollar.Access the full newsletter here 👉 https://livesquawkcommoditycorner.substack.comFollow Chris on X: x.com/ChrisStadeleTry our 24-hour news squawking service for FREE! 👇livesquawk.com/#sign-upFollow us on X: x.com/LiveSquawk
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6:15
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6:15
FOMC: Rate Hold Expected as Labor Market Shows Troubling Signs
Guests Joseph Choi and Mike Zaccardi examine why a rate cut is unlikely amid concerning job market data including continuing claims near 2021 levels. Plus, why Trump's calls for 100-250bp cuts are very shortsighted and potentially economy-crushing.Follow Joe Choi on X: https://x.com/curveadvisorCheck out Curve Advisor Substack: https://curveadvisor.substack.com/Follow Mike Zaccardi on X: x.com/mikezaccardiTry our 24-hour news squawking service for FREE! 👇livesquawk.com/#sign-upFollow us on X: x.com/LiveSquawk
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