Pierre Ferragu downgrades NVDA, Democrats urge Biden to step aside, bond market rally after US payroll data. Speculation on interest rate cut, labor market conditions, tailored insurance coverage, and potential Democratic candidates. Analysis of Trump's base, NVIDIA's AI business growth, and tech sector capex concerns.

Market experts Rubeela Farooqi, Sarah Hunt, Amanda Lynam, and Mark Zandi discuss conflicting signals in job data, FED decisions impact on job numbers, inflation, and interest rates across sectors. They analyze last weeks jobs data and upcoming CPI and FED decisions, highlighting concerns over inflation, market worries, credit strength, and potential Fed interest rate cuts.