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内容由Jack Farley提供。所有播客内容(包括剧集、图形和播客描述)均由 Jack Farley 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Market Tumbles On Rosy Jobs Data | Jack & Max Break-Down Non-Farm Payroll (NFP) Sell-Off and Current Macro Regime

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Manage episode 460455189 series 3627237
内容由Jack Farley提供。所有播客内容(包括剧集、图形和播客描述)均由 Jack Farley 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Jack Farley and Max Wiethe of the Monetary Matters network break down the sell-off in stocks after a strong December jobs report and hot inflation expectations reading surprises markets. Recorded afternoon of January 10.

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

Follow Other People’s Money on:

Apple Podcast https://bit.ly/4e7QJ1M

Spotify https://bit.ly/3Yhaazi

YouTube https://bit.ly/3C63VXR

Follow Jack Farley on Twitter https://x.com/JackFarley96

Follow Max Wiethe on Twitter: https://x.com/maxwiethe

Philadelphia Fed work on early : https://www.philadelphiafed.org/-/media/frbp/assets/economy/articles/economic-insights/2022/q3-q4/eiq3q422_rs-measuring-state-employment.pdf

https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/early-benchmark-revisions

Bloomberg Opinion piece on Equity Risk Premia:

https://www.bloomberg.com/opinion/articles/2025-01-10/who-s-afraid-of-rising-treasury-yields-not-stocks?srnd=opinion

  continue reading

47集单集

Artwork
icon分享
 
Manage episode 460455189 series 3627237
内容由Jack Farley提供。所有播客内容(包括剧集、图形和播客描述)均由 Jack Farley 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Jack Farley and Max Wiethe of the Monetary Matters network break down the sell-off in stocks after a strong December jobs report and hot inflation expectations reading surprises markets. Recorded afternoon of January 10.

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

Follow Other People’s Money on:

Apple Podcast https://bit.ly/4e7QJ1M

Spotify https://bit.ly/3Yhaazi

YouTube https://bit.ly/3C63VXR

Follow Jack Farley on Twitter https://x.com/JackFarley96

Follow Max Wiethe on Twitter: https://x.com/maxwiethe

Philadelphia Fed work on early : https://www.philadelphiafed.org/-/media/frbp/assets/economy/articles/economic-insights/2022/q3-q4/eiq3q422_rs-measuring-state-employment.pdf

https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/early-benchmark-revisions

Bloomberg Opinion piece on Equity Risk Premia:

https://www.bloomberg.com/opinion/articles/2025-01-10/who-s-afraid-of-rising-treasury-yields-not-stocks?srnd=opinion

  continue reading

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