
Episode #128
NFP Miss and the Fed's Fractured Voice: October Hike Bets Crumble
NFP Miss and the Fed's Fractured Voice: October Hike Bets Crumble A headline NFP print of just 29,000 sends October Fed hike odds to 20% — but Jamie Dutta of Vantage and strategist Guenter Grimm argue the real story is in the wage data, the three-sector jobs market, and whether a new Fed chair can silence a deeply divided committee. Jamie Dutta, Vantage X: https://x.com/vantagemkts LinkedIn: https://www.linkedin.com/in/jamie-dutta-6487a818 Website: https://www.vantagemarkets.com Guenter Grimm LinkedIn: https://www.linkedin.com/in/guenter-grimm/ Try our 24-hour news squawking service for FREE! https://www.livesquawk.com/#sign-up Follow us on X: https://x.com/LiveSquawk Timestamps: 00:00 Intro and guests 02:08 US payrolls miss: 29K vs 80K expected 04:40 Fed outlook: core PCE, Fed speakers and October hike odds 12:11 Eurozone inflation at 3.8% and the ECB 17:16 European bond sell-off: France, Germany and safe havens 21:51 RBA hikes again, the case for the Aussie 24:46 G7 releases 100 million barrels of oil and diesel 27:32 France: spreads, the May election and the ECB 32:32 Week ahead: FOMC minutes, German data, Brazil election 35:48 Wrap-up

