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.

Exploring the impact of CPI and PPI data on fixed income markets, investor perspectives on credit spreads, Federal Reserve's rate adjustments, comparisons of current credit cycle to historical data, market volatility, and potential credit risk opportunities