More Rate Hikes Coming

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 7 October 2022

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November. (0:21) Andy Cross and Jason Moser discuss: - AMD warning about lower revenue - Constellation Brands posting a lost in the 2nd quarter - Apple looking to boost production in India - Macy's gaining inventory insights from its own credit-card data - The latest from McCormick, Peloton, and more (19:11) Malcolm Ethridge, host of "The Tech Money Podcast", weighs in on prospects for more interest rate hikes, expectations for earnings season, why he's watching seasonal hiring, and the S&P 600. (32:45) Jason Moser and Andy Cross discuss the possibility of DraftKings signing an exclusive partnership with ESPN, and share two stocks on their radar: Alphabet and Dream Finders Homes. Stocks mentioned: AMD, NVDA, MKC, STZ, PTON, AAPL, M, TGT, NKE, DKNG, DIS, GOOG, GOOGL, DFH Host: Chris Hill Guests: Andy Cross, Jason Moser, Malcolm Ethridge Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got the latest jobs report, retail, semiconductors, consumer goods, and breaking
0:06.0	news in the world of sports business.
0:08.1	Motley full money starts now.
0:10.6	Everybody needs money.
0:15.9	That's why they call it money.
0:19.1	From full global headquarters, this is Motley full money.
0:29.2	It's a Motley full money radio show.
0:30.5	I'm Chris Hill joining me in studio.
0:32.4	Motley full senior analyst Jason Moser and Andy Cross.
0:35.4	Good to see you both, gentlemen.
0:36.7	Hey Chris.
0:37.7	We've got the latest headlines from Wall Street, Malcolm Etheridge from the Tech Money
0:41.2	podcast, is our guest.
0:43.1	And as always, we got a couple of stocks on our radar.
0:45.1	But we begin with the big macro.
0:47.2	The US economy added 263,000 jobs in September.
0:52.4	It was the lowest monthly number of jobs added this year, but still good enough to send the
0:56.6	unemployment rate down to 3.5%.
1:00.6	Markets were down on Friday, but Andy's still positive for the week.
1:03.7	Well, it's still a very tight labor market.
1:06.1	Obviously, Chris with demand, outstripping supply.
1:09.4	That's showing up a little bit in wage growth.
	...

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