Episode 14: The Fallout From Jobs Report. With Jeremy Schwartz

Maggie Lake sits down with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree Asset Management to digest today's jobs report and what it all means. Also up for discussion: What WisdomTree's data says about the real rate of inflation, what earnings season is telling us so far, Jeremy's insights on the bond market, and his outlook for the year ahead (yes, somehow it is only February). Happy Friday...!Connect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielakeOr if email is more your jam: https://maggielake.markets/notify-me Follow Jeremy on X: https://x.com/JeremyDSchwartz

Chapters

00:00 Analyzing the Jobs Report and Economic Health

03:07 Inflation Insights and Market Reactions

05:46 Government Spending Cuts and Economic Implications

09:02 Earnings Season: Trends and Market Sentiment

12:13 Global Perspectives: Europe and the Dollar

14:54 AI Developments and Market Dynamic

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.