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The economy added far more jobs than expected last month. How will the Fed, markets react? Adrian Day, President of Adrian Day Asset Management, gives his outlook.
*This video was recorded on October 4, 2024
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0:00 - Intro
0:30 - Jobs report
1:20 - Fed is “not in a hurry”
2:43 - Economy not facing “downturn”?
4:36 - Oil vs recession, inflation
7:05 - Trump and inflation
10:00 - Harris and inflation
15:00 - Labor market and the Fed
20:00 - Yields and gold outlook
23:45 - Stimulus and inflation outlook
28:00 - Trump and rare Earth minerals
34:20- Most bullish commodities
26:14 - Gold vs. Miners
#economy #investing #stocks
