The Morning Filter 5 Cheap Stocks to Buy in August
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Aug 4, 2025 Trade agreements and their impact are front and center as hosts explore recent negotiations with the EU, Canada, and Mexico. The disappointing July jobs report raises questions about the labor market's health. They dive into key earnings from tech giants like Meta and Apple, revealing robust performances. Insights on chemical and consumer defensive stocks highlight potential investment opportunities amid market fluctuations. Lastly, patience is emphasized as they discuss promising tech investments and the challenges faced by Boeing and UPS.
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Labor Market Data Revisions
- Payroll numbers can be misleading due to frequent and large revisions.
- Recent sharp downward revisions reveal a worse labor market than initially reported.
Market Prices Fed Rate Cuts
- The market now strongly anticipates a Federal Reserve rate cut in September due to poor job numbers.
- Probability of multiple cuts this year is very high reflecting expected monetary easing.
Microsoft's Quantum Leap
- Microsoft reported exceptionally strong results that justified a 20% fair value increase.
- Quantum computing now seen as a tangible long-term growth opportunity for Microsoft.