The US jobs number exceeded expectations, sparking a stock rally and revisions to interest rate forecasts. But is the data giving off a false signal? Maggie Lake sat down with Harry Melandri, Advisor at MI2, who started his career at the Bank of England, to cut through the noise and look out into the future. The takeaway - bulls should beware some big risks that loom beyond US borders.

Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #stockmarket #jobsreport #macro #economy #inflation #fed #marketanalysis #talkshow #bonds #ratecuts #gold #investing #assetallocation #uselection #jobs

Episode 13: Is there an unexploded bomb in real estate? With Harry Melandri