LiveSquawk Market Talk

• France: The New Sick Man of Europe Shakes Markets

  France has earned the brutal title of “the new sick man of Europe,” with five prime ministers in just over a year — matching Italy’s worst instability records. Commenting on the turmoil, Jamie Dutta notes that with sovereign debt reviews from Moody’s and S&P looming and fresh elections essentially a coin toss by year-end, France’s political paralysis risks spilling over into broader European markets. Even Germany’s fiscal optimism, he adds, is fading fast.Follow Jamie Dutta on X: https://x.com/vantagemktsTry our 24-hour news squawking service for FREE! 👇livesquawk.com/#sign-upFollow us on X: x.com/LiveSquawk

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• Data Blackout: How the U.S. Government Shutdown is Rewiring Markets

  With NFP missing and traders flying blind, markets are abandoning long-term narratives for profit-taking on Swiss Franc and Gold winners. Beat Nussbaumer reveals how the data vacuum is forcing a complete recalibration of Fed expectations and trading strategies.Beat Nussbaumer of https://macrobeat.co.ukFollow Beat on X: x.com/MacrobeatLTry our 24-hour news squawking service for FREE! 👇livesquawk.com/#sign-upFollow us on X: x.com/LiveSquawk

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• Shutdown Showdown: How 69% Odds Could Derail Fed Policy

  Markets price a 69% chance of government shutdown disrupting fiscal support and delaying crucial NFP data. With the Fed caught between persistent 2.8% core inflation and a labor market sending conflicting signals, could a shutdown force Powell's hand?Sam Cutler warns that the Fed may be entering “uncharted waters.” He argues that without reliable NFP data, policymakers risk either overreacting to noise or moving too cautiously while inflation pressure lingers. 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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• September Scaries Defeated: When Markets Defy Seasonality

  The S&P 500 is tracking toward its best September since 2010, defying one of the market's strongest seasonal patterns. When historical trends break this dramatically, smart money pays attention. Guest Mike Zaccardi discusses what's powering this unprecedented September surge.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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• Behind the Curve: Four Months of Hidden Payroll Weakness Exposed

  New QCEW data reveal payrolls were overstated by 911,000 jobs, and the revisions keep getting worse each month. Could the Fed be staring at four consecutive months of negative job growth without realizing it?Follow Joseph Choi on X: https://x.com/curveadvisorCheck out Curve Advisor Substack: https://curveadvisor.substack.com/Try our 24-hour news squawking service for FREE! 👇livesquawk.com/#sign-upFollow us on X: x.com/LiveSquawk

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