Real Wealth Show: Real Estate Investing Podcast How Tariffs, the Job Market, and Recession Fears Could Affect Your Investments with Joel Naroff
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Apr 15, 2025 
Joel Naroff, President of Naroff Economics and a distinguished economist, dives into the current economic landscape. He unpacks the complexities of the latest Jobs Report and the bond market. Naroff discusses how tariffs, especially those affecting China, are reshaping trade and impacting businesses. He also navigates recession fears, job market shifts, and their implications for real estate and investment strategies. Get ready for keen insights that equip you to make informed decisions amid economic uncertainty!
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Bond Market Oddity
- The bond market reacted oddly to recession fears, with rising interest rates despite stock market declines.
- This unusual bond sell-off signals potential credit market instability, influencing the president's tariff decisions.
Lagging Jobs Report
- The jobs report is a lagging indicator, reflecting past hiring decisions.
- Recent data might not reflect current economic conditions due to pre-tariff stockpiling.
Interpreting Job Reports
- Don't overreact to good or bad numbers from one month's job report due to its volatility.
- Focus on three-month moving averages for a clearer economic picture.