Core of Economic Cooling: Labor, Inflation & What to Expect from the Fed

September 12, 20256m 28s

Audio is streamed directly from the publisher (anchor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Original episode page

Show Notes

With markets hitting new all-time highs and forward earnings estimates still coming in strong, Garrett Melson says there might be signs of cooling but not collapsing. He discusses current market risks including the state of the labor market, inflation levels and the A.I. spending surge fueling a lot of the current rally. He says the economy is "innocent until proven guilty" and says any acceleration of jobs losses would be a red flag. Garrett does map out the reasons for and against a 50bps cut at the September FOMC meeting, but believes a 25bps is most likely.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

← All episodes of Schwab Network