Bloomberg Intelligence Soft Jobs Data, Market Selloff, Tech Earnings
Aug 2, 2024
Michael McKee, Bloomberg's international economics correspondent, joins Joanie Bily, chief workforce analyst at Employbridge, to dissect the July jobs report amidst market selloff. They discuss rising unemployment and shifts in labor participation. Matt Stucky shares insights on volatile markets, while Bill Lee analyzes the implications of Fed interest rate policies. Ben Emons uncovers investment strategies under current conditions, and the group reflects on Amazon's and Apple's earnings amid evolving tech landscapes and economic signals.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Market Reactions and Job Market Dynamics
01:40 • 10min
Navigating Employment and Financial Shifts
11:23 • 4min
Market Volatility and Investment Strategies
15:36 • 5min
Strategies for Fixed Income Allocation in a Volatile Market
20:48 • 2min
Navigating Economic Signals
22:24 • 16min
Understanding Financial Decision-Making Biases
38:10 • 2min
Amazon's Dual Identity and Market Dynamics
40:31 • 9min
Apple's Strategic Approach to AI and Infrastructure Investment
49:36 • 2min