
September Payrolls Beat Strengthens "Higher for Longer" Case
September payrolls added 190,000 jobs, beating expectations. Unemployment held at 3.8% while wage growth accelerated. What the data means for Fed policy and markets.
Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.

September payrolls added 190,000 jobs, beating expectations. Unemployment held at 3.8% while wage growth accelerated. What the data means for Fed policy and markets.

Silver ETFs rose 2.5% Thursday as industrial demand strengthened, outperforming gold's 1.9% ETF gain despite futures weakness.

SPY breaks above $773 as financials lead sector rotation, VIX drops to 14.32, and market breadth narrows in the S&P 500 advance.

Crude oil futures inch up to $91.39 amid U.S.-Iran tensions as OPEC+ maintains production levels, while precious metals show striking divergence between futures and ETF markets.

This week's key economic indicators: ISM PMIs, jobless claims, and what the data means for markets amid Fed QT and modest M2 growth.

September jobs report preview: Consensus calls for 180,000 payrolls, 3.9% unemployment, and 0.3% wage growth. Here's what to watch and how markets might react.

gold vs treasury yields: Discover why precious metals are outperforming equities amid rising yields and geopolitical tensions. Our asset signals roundup anal...

Oil slides 1.11% to $90 on Venezuela supply concerns, copper holds flat at $6.59, and agricultural ETF DBA slips 0.75% in Thursday commodities trading.

Small-cap stocks outperformed large caps Wednesday as sector rotation favored materials and communication services.

Utilities and healthcare led as the VIX surged 9.52% and SPY fell 0.69%, signaling a shift to defensive positioning.

The VIX jumped 9.5% to 16.34 as defensive sectors outperformed technology. Market internals show investors reducing risk exposure.

Utilities and healthcare stocks posted gains while technology and consumer discretionary sectors declined, signaling defensive rotation.