주식 영상 글

109 calls

…우려로 화요일 2% Bearish했습니다. 3거래일 연속 Bearish세였습니다. 지난달 미국의 공석 수는 늘었고, 새로운 JOLTS 보고서(구인·이직 보고서)도 나왔습니다. CNBC의 사라 아이젠과 칼 킨토니아의 분석입니다. 구인 calls수는 750만 calls으로 Previous 수치인 710만 calls과 비슷하지만, 약간의 가속이 나타났습니다. 공장 주문은 대…

…고 추정했습니다. 애플 주가는 Today 오후 2% Bearish했습니다. 지난달 미국의 공석 일자리 수와 새로 발표된 JOLTS 고용 기 views 및 노동 이동 보고서에 대한 소식입니다. CNBC의 사라 아이젠이 칼 킨토니아와 나눈 대화입니다. 공석은 약 750만 개로, Previous 710만 개와 비슷한 수준입니다. 또 JOLTS 공장 주문도 약…

…상합니다. 선거 결과 말고도 이번 주에는 고용 지표가 줄줄이 나옵니다. 화요일에는 구인 및 이직 보고서인 JOLTS가 발표됩니다. CNBC의 사라 아이젠이 함께했습니다. JOLTS는 노동시장이 얼마나 빡빡한지 보여주는 좋은 지표입니다. 보통은 다소 식는 모습이지만, 여전히 빈자리가 많습니다. 수요일에는 민간 고용 데이…

…AI 경고음이 다시 나오고 있지만 월가는 빠져나올 생각이 없다. 대표적인 AI 인프라 기업들의 주가가 크게 흔들린 뒤, 강세론자들은 이를 두고 "말도 안 된다"며 일축하고 있다. 또 한 번의 공포일 뿐 끝의 시작은 아니라는 것이다. 금융계의 굵직한 인물들도 이 견해를 뒷받침한다. 반면 월가에는 다른 메시지도 있다. "이…

…it from this weak data. Bonds also did not benefit from the JOLTS data, which turned out to be weaker than expected: 7.225 million vacancies were predicted, and the figure fell to …

…개월 동안 경기와 고용 사정이 나빠질 거라고 답했고, 이유로 이란 전쟁과 오르는 금리를 꼽았습니다. 둘째는 JOLTS라고 부르는 구인 calls수입니다. 기업들이 Person을 뽑겠다고 내놓은 빈자리 수인데, 708만 calls으로 역시 예상과 직전 달을 모두 밑돌았습니다. 여기서 보통은 이렇게 생각합니다. 경기가 식으면 금리는 내려가야 한…

…브데이가 있었습니다. 오후 4시에는 한국은행 금융통화 place원 views 의사록이 공개되고, 밤 11시에는 미국의 중요한 JOLTS(구인·이직 보고서)와 소비자신뢰지수 발표가 기다리고 있습니다. 이런 날은 어떤 이슈가 언제 튀어나올지 이 타임라인을 머릿속에 그려 두셔야 당황하지 않습니다. 아침 장을 차갑게 식힌 한국은행 기업경기조사 …

…007, the rise in long-term yields was one of the very first jolts that preceded the complete collapse of the global financial system. The bond market was sending a warning . Most …

…arket is where the tension lies. We saw this in yesterday's JOLTS data, which I also analyzed in detail. But the flattening yield curve suggests that the market is expecting a dec…

…ud ? We got two employment reports today, starting with the JOLTS jobs report. So, breaking news: in June, the number of vacancies fell by 178 thousand, to 7.36 million. This is th…

…om CEOs, it could be based on actual hiring. Like, even the JOLTS survey includes a lot of job openings that aren't actually really open anymore. They're just like forgotten listi…

…s. This is fantastic. A lot of people really dunked on the JOLTS data, saying we can't believe the government, which is fine, and why I like looking at the ADP data, though I supp…

…olks we need to start with the economic data. We just got a JOLTS report, which in fairness, I pooh-poohed initially. Not when the report came out, but the fact that it was on its…

…bell, we've got labor the labor report on Friday, we've got Jolts on Wednesday, we've got ADP on Wednesday. Jolts might be Thursday. It's one of those days. We've got a lot of dat…

…ill seeing quits levels stable. Layoffs levels stable. The jolts job openings levels also pretty stable. Now she does in fairness warn that some of the productivity gains that are…

…justified by the ADP report that we got this morning in the jolts information. So, underlying, you know, and and absent all this craziness with the Iran war, I don't think we're s…

…eeing layoffs moves and move layoffs layoffs move up in the JOLTS reports, which are very important for tracking. And we've kind of been relatively stable for the last 2 years even…

…e'll also see durable goods orders forecast at 0.8% and the Jolts report showing job openings forecast at 6.7 million. It's really a week where we're going to get a comprehensive v…

…nd it just given the uptick in weekly claims last week, the JOLTS data, and the rest not great. So, labor market still on trial and I think that's going to create a little bit mor…

…ower than what we had last January. But, the Challenger and JOLTS news from yesterday, old news. Nobody cares today. Jobs data today got delayed until Wednesday. We don't have any…

…igm shift with the switch to AI. Here's the challenger cuts jolts jolts cuts. I I it's so much I didn't even really notice it. I mean, a little bit of a bounce there, I guess. Um,…

…ase you haven't noticed, the labor market is imploding. The jolts numbers today were a huge disappointment. the number of job openings collapsed and the the number of layoffs in Ja…

…ot of it. Look, here's the bottom line. When we look at our Jolts report, it tells us that while the labor market is weak and job openings came in lower than expected, we're still …

…use of Jolt's data actually really impressing. Usually this Jolts data comes in pretty damn close to expectations. Not only did today's numbers not come in close to expectations, b…

…n day. Matter of fact, I should wear it all month long. The Jolts data coming in very favorably for us up above the 7.2 million that was expected, getting about 400,000 jobs more o…

…ot more than expected. Now in fairness this morning we got Jolts data that was pretty good. Well at least decently good. The Jolts data was along expectations maybe even slightly …

…ou got to pay attention to. So tomorrow we are going to get Jolts at uh 7 a.m. So the market will be open. We'll get Jolts data. Usually this is a nothing burger. This is the job o…

… jobs numbers October 1st, BLS jobs numbers October 3rd and Jolts on the 30th. But beyond that, this is probably not going to be a hawkish or dovish kind of move. This is going to …

…the 23rd. Big deal. We'll get capital goods. We'll get PCES Jolts on the 30th. Big deal. Probably get PCE on the 26th. Yep. There's PC on the 26th. big deal, honestly. Like, none o…

…hat are holding up the ladder of employment. Uh, and in the Jolts report today, we did actually get a little bit of weaker healthcare data, which was interesting. We saw healthcar…