Bad Jobs, Cooler Inflation & the Market Risk Hiding in Japan | COT 158 - The Cents of Things

Takeaways:The episode discusses significant historical events that occurred during this week, including Cleopatra's death.Ron explains the importance of the CAPE ratio in evaluating stock market valuations over time.A detailed analysis of recent economic reports reveals trends in jobs, CPI, and PPI data.We highlight the implications of the yen carry trade and its potential impact on global markets.The episode contrasts the performance of the Dow against the S&P 500 for this year, noting the differences.The hosts emphasize the importance of understanding the broader economic context behind market movements.Companies mentioned in this episode:NvidiaIBM