Private jobs jumping more than expected in June: Sara Eisen, David Faber, and Wilfred Frost broke down the latest as the S&P and Nasdaq hit fresh record highs. Hear key takeaways from JPMorgan Asset Management’s Chief Global Strategist, plus Goldman Sachs Chief Economist Jan Hatzius – fresh off news earlier in the week that he’s moving up his expectations for the Fed’s first rate cut to September.

Also in focus: a number of huge headlines out of D.C. – the team got the latest from D.C. as investors await final passage of President Trump’s “Big Beautiful Bill”, breaking down the key winners and losers when it comes to future tax breaks… And discussed the outlook for chip stocks, on the heels of the U.S. lifting some export curbs on China around design software earlier this morning.

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