I don’t think anyone can relate to these reports in context of collapsing regional banks every other month. Something tells me we have not hit the hardest part yet. I’m very bearish and if my sentiment is right, equities wil be selling at very good prices when symptoms of severe recession become undeniable. It’s just right time to make once in a lifetime bets.
Workers being able to negotiate better pay is a *bad* thing? Seriously? Even when folks in the c-suite are raking in record salary and benefits for themselves?
Yo you do a great job, you tell the data like it is and explain it to us with out any of the doom and gloom other youtubers do appreciate you for that 👏
The stock market basically just moves with expectations of corporate profits, weighted towards the near term. There are some things in the economy that could be good, but not good for shareholders. Plus it's just hard to predict the future, especially during once-in-a-century turmoil.
first) I was listening out for the stagflation word to see if you thought that might be a possibility. the fact you dropped it more than once was vindication, but also worrisome 2) @4:30 I know this is a left leaning talking point, but is corporate profit really as big a driver of inflation as you mentioned. even though you say you're not a trained economist, you talk to these folks more often than I do- from your discussions, do you think corporate profits are a significant driver of inflation? moreso than wage growth?
@12:03 In a way, I actually agree with Papa Powell's statement. With all the baby boomers that took early retirement packages, I do believe that low unemployment is going to be something that sticks for quite a long time.
Yes. That and the decline in labor force participation suggest that we could see unusually low unemployment rates, whether the economy is growing or contracting.
The birth rate is declining and jobs are not getting filled. Jobs are not going to come down. China is not going to be the manufacturing powerhouse for long either for the same reason.
Nothing makes sense. The markets are disconnected from the economy. Just keep investing, pay down debt or pay it off if able, and have cash at hand. Stop listening to all the noise and the “experts.” No oneknows what is going to happen.
Is the April jobs report good news or bad news?
I don’t think anyone can relate to these reports in context of collapsing regional banks every other month. Something tells me we have not hit the hardest part yet. I’m very bearish and if my sentiment is right, equities wil be selling at very good prices when symptoms of severe recession become undeniable. It’s just right time to make once in a lifetime bets.
It is inflationary.
The numbers are consistently revised downward over time. Credulity is hard to maintain when reports smell like fake news.
Wow, was that a tiny admission that corporate profits are related to inflation.
I made a whole video about it - ua-cam.com/video/E3i7TqzW42g/v-deo.html
Workers being able to negotiate better pay is a *bad* thing? Seriously? Even when folks in the c-suite are raking in record salary and benefits for themselves?
And corporations are still netting near record profits. But the Fed doesn't talk much about that.
It is when consumers can no longer afford to pay for those wages.
Enjoying the increased frequency from Dion
Even as someone who prefers to follow ecn data releases directly, always appreciate your insight and look forward to these videos. Cheers Dion
Thanks! That's really nice to hear.
Yo you do a great job, you tell the data like it is and explain it to us with out any of the doom and gloom other youtubers do appreciate you for that 👏
Best explanation ever!! Very smartly said and to the point. Thank you!
Glad it was helpful!
appreciate these market takes and insight
I appreciate you watching
Thank you for the clear and concise explanation on everything 🤓🌵
Thanks for watching!
Crazy how the stock market doesn’t seem to get what’s happening with the economy . Another great video. Thanks again !
The stock market basically just moves with expectations of corporate profits, weighted towards the near term. There are some things in the economy that could be good, but not good for shareholders. Plus it's just hard to predict the future, especially during once-in-a-century turmoil.
Thank you ! Good report .. will be interesting to hear the perspective of future market moves
Hearing Dion discuss these numbers is eerily similar to a weatherman warning about about a devastating storm that’s about to hit home.
Great analysis!
That intro 🔥
Hi from Bolivia
excellent insights...best analysis I've heard about jobs report...keep up the great work!
Hi Dion, I wonder why you don’t put a new cover of yourself for each video?
It feels just as bad no matter what that report says.
before I even get to the vid, I'm real interested to hear your take on these reports dropping. yikes
first) I was listening out for the stagflation word to see if you thought that might be a possibility. the fact you dropped it more than once was vindication, but also worrisome
2) @4:30 I know this is a left leaning talking point, but is corporate profit really as big a driver of inflation as you mentioned. even though you say you're not a trained economist, you talk to these folks more often than I do- from your discussions, do you think corporate profits are a significant driver of inflation? moreso than wage growth?
@12:03 In a way, I actually agree with Papa Powell's statement. With all the baby boomers that took early retirement packages, I do believe that low unemployment is going to be something that sticks for quite a long time.
Yes. That and the decline in labor force participation suggest that we could see unusually low unemployment rates, whether the economy is growing or contracting.
False play in stock market. Bulls ignoring danger warnings.
Could be.
Jerome Powell just fell to his knees somewhere out there
The birth rate is declining and jobs are not getting filled. Jobs are not going to come down. China is not going to be the manufacturing powerhouse for long either for the same reason.
Open the borders now. We don't need to gimp the rest of the economy if we can fill the labor shortage.
Seems unbelievable 🧐🤣…revised, or corrected the lie after it accomplished the goal?
Nothing makes sense. The markets are disconnected from the economy. Just keep investing, pay down debt or pay it off if able, and have cash at hand. Stop listening to all the noise and the “experts.” No oneknows what is going to happen.
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