Latest / HPK Provident Advisors: The Weekly Bull
Jobs Data Surprise And Market Rally
A negative nonfarm payroll print and a green market day is the kind of combo that makes people ask, “Wait, what’s actually happening?” We dig into the latest labor data from ADP and the BLS, talk through revisions and wage growth, and explain why a softer hiring trend can still coexist with a market rebound and strong earnings.
From there, we connect the dots to what investors care about next: CPI inflation, PPI inflation, and retail sales. We walk through the ISM Services and ISM Manufacturing details that hint at where demand is holding up, where prices are heating up, and what could shift…
The skinny
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