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.
Connect with our hosts
Doug Stokes
Greg Stokes
Stokes Family Office
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
