Episode #348
Stocks hold up as rates surge -- What happens next??
Stocks managed to hold near record highs even as Treasury yields jumped and expectations for a September Fed rate hike increased. The August jobs report showed 162,000 jobs added , roughly three times economists' expectations, while unemployment held at 4.1%. The strong labor market was good news for the economy—but potentially bad news for stocks because it gives the Fed less reason to ease policy. Stocks shrug off higher rates Why the S&P 500 and Nasdaq continue to show resilience Can stocks keep climbing if yields remain elevated? The jobs report changes the Fed conversation 162,000 jobs added in August Why strong employment could keep the Fed on hold—or even lead to a rate hike The market is increasingly pricing in a September hike Treasury yields are the key Why higher bond yields create competition for stocks What rising rates could mean for high-growth and high-valuation companies AI and semiconductor stocks remain strong Why investors continue to favor the AI trade despite higher rates Are Nvidia, Broadcom and other semiconductor stocks still leading the market? ️ Oil adds another inflation concern Rising energy prices could make the Fed's job even harder What higher oil prices could mean for inflation, consumers and corporate margins What I'm watching next August PPI on Thursday August CPI on Friday Fed decision coming September 16 Oracle and Adobe earnings Whether higher yields finally put pressure on growth stocks The market is sending an interesting message: the economy looks strong enough to support earnings, but perhaps too strong for the Fed to cut rates. The big question now is whether stocks can continue to rise if inflation remains sticky, oil moves higher and Treasury yields stay elevated. ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. ️♂️ Supplements: 1st Phorm Barbell Apparel Facebook Group E*Trade Referral Binance US Crypto.com – Get $25 Webull – Free Stock If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting
