GDP gets a tariff surprise

Markets are rallying—but risks are still building beneath the surface.Mike and Marc break down a cooling job market, rising concerns about AI replacing jobs, and why traditional “safe havens” like bonds aren’t behaving as expected.Also covered:What new labor data signals about hi ...  Show more

Stocks are rising despite ongoing conflict in Iran—but the real story is oil.With gas back above $4, inflation risks are climbing while demand slows, raising stagflation concerns. At the same time, new labor data shows a cooling job market, with fewer openings and declining worke ...  Show more