Jobs! Jobs! Jobs!

As we wrap up the week, we take a look at the June jobs report and how it may affect the calls for recession and the Fed’s actions moving forward. We’ll also dissect movement in the electric vehicle, T-Bill, and housing markets and end with our takes on the great American summer blockbusters.

Key Takeaways

[00:27] - Looking at the newest jobs report [7:15] - T-Bill yields are at their highest in over two decades [10:34] - The implications of interest rates [11:06] - Teslas and the electric car market overall [16:22] - Could we see sub-3% mortgage rates again? [20:30] - We put on our film critic hats to say what American movies need to do

Links

Ryan Detrick: Takeaways from the new jobs numbers Mark Zandi: “The June employment report was close to perfect” Current Truflation number T-Bills are at their highest rate in over 20 years CNBC: Least affordable car market in modern history The top-selling EVs in the first half of 2023 in the US WSJ: Rising EV inventory on dealership lots will offer test of future demand Antonelli: the sub 3% 30 year fixed rate mortgage will be the greatest gift ever bestowed on US homeowners.

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