CNBC's "Fast Money" Debating A Fed Rate Cut… And Back-To-School Blues 8/4/25
Aug 4, 2025
Traders debate the likelihood of a Fed rate cut while tech stocks like Palantir soar with record revenue. As back-to-school shopping looms, retailers weigh the impact of new tariffs. Insights on the housing market reveal how rising unemployment could affect mortgage rates. A humorous take on home improvement leads into cautionary discussions about stock volatility, particularly for Figma post-IPO. Overall, the podcast navigates the maze of market movements and retail challenges in a dynamic economic landscape.
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Softening Jobs Signal Fed Cuts
- The recent softening in job growth signals a potential economic slowdown influencing Fed rate cut expectations.
- Investors are pricing in more than two cuts this year to address both employment and inflation mandates.
Labor Force Shrinking Complexity
- Labor force shrinkage complicates the unemployment rate, making stable rates possibly misleading about employment health.
- Reduced workforce growth challenges usual economic data assumptions and seasonal adjustments.
Buy Dips, Add Bonds Cautiously
- Investors should buy dips cautiously and add bonds for insurance amid growth slowdown risks.
- Stable jobless claims suggest some labor market resilience despite slower hiring trends.