Squawk on the Street Cramer's Morning Take: Home Depot 9/9/25
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Sep 9, 2025 The discussion zeroes in on the current job market and its influence on inflation. Home Depot is highlighted as a promising investment due to fluctuating lumber prices. The talk also touches on Boeing's prospects, revealing how trade deals can boost its market performance. Overall, there's a focus on identifying stock opportunities amidst challenging economic trends.
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Buy Home Depot On Lumber Weakness
- Buy Home Depot using lumber weakness as a buying opportunity if rate cuts arrive.
- Jim Cramer says Home Depot has the most upside in his portfolio and compares it to past Capital One opportunity.
Labor Weakness Raises Cut Odds
- Weak job creation increases the likelihood of multiple Fed rate cuts, which supports cyclical rallies.
- Cramer highlights anemic job growth as a primary driver of market policy expectations.
Boeing Gains From Trade-Driven Orders
- Boeing could benefit from trade deals as countries buy more jets to reduce U.S. deficits.
- Increased order backlogs and production rates could dramatically boost Boeing margins and share price.