5th September – Stocks rally into US jobs numbers as rate cut bets rise

MPC Markets Morning Call · Sep 4, 2025 · 18m

In this morning's edition of the MPC Markets Morning Call, Mark discusses the recent rally in stocks despite weaker employment data, the implications of corporate earnings, and the potential for rate cuts. He highlights the mixed signals from the job market and corporate earnings, particularly in the tech sector, and provides insights into the gold and silver markets amidst economic uncertainty. Mark emphasizes the importance of strategic investment in a softening economy and the need for caution as seasonal weakness approaches.

takeaways

Stocks rallied despite weaker employment data.

ADP…