Скачать с ютуб 3 Things Investors Need to Watch After The Blowout US Jobs Report, with Harry Melandri в хорошем качестве

3 Things Investors Need to Watch After The Blowout US Jobs Report, with Harry Melandri

The US jobs number came in much stronger than expected - can this spark another leg higher for US equities? And what does this mean for the Fed? Maggie Lake sits down with Harry Melandri, advisor at MI2 Partners, to discuss the balance between growth and inflation. They also look at the potential for higher oil prices and reports of strains in the repo market. Are there hidden risks investors need to be aware amid all the bullish talk? Don't miss out on future episodes - get on the list here: https://gbe08amm2tr.typeform.com/cook... 00:00 - Intro 00:10 - Take Takeaways From The Jobs Report 06:30 - SOFR Trade 07:50 - 3 Things We Must be Focused on 18:10 - Availability of Global Capital 25:40 - Commercial Real Estate 29:30 - Where is the Opportunity? 35:30 - Latin America Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #stockmarket #jobsreport #macro #economy #inflation #fed #marketanalysis #talkshow #bonds #ratecuts #gold #investing #assetallocation #uselection #oil #ratecuts #jobs #strike #podcast