What Meet Kevin said in this video:
- Employmentpositive for stocksThe host calls the labor report absolutely insane and says it removes doubt about the labor market; private payrolls, the household survey, unemployment, participation and broad-based hiring all came in strong, with wage growth rebounding, so he rates it very good.Source
- Inflationpositive for stocksThe host says average hourly earnings were revised from 0.1% to 0.3% and then came in at 0.4% versus 0.3% expected, which he calls very good and still consistent with the Fed's roughly 2% inflation goal.Source
- AI Capexpositive for stockslong-termThe host dismisses data-center delay fears as nonsense because over 86% of 2027 construction is already vertical and legislative effects would not arrive until middle of next year; he says yesterday's sell-off was mostly driven by leveraged ETFs rather than a capex slowdown.Source
- OtherneutralThe host is strongly anti-leverage, attributing yesterday's sell-off mostly to leveraged ETF rebalancing into the close and forced hedge-fund liquidations from margin calls, and says debt adds fear; no price direction is stated.Source
- Market Breadthpositive for stocksThe host discloses that he bought the dip yesterday, argues panic and leveraged liquidations create opportunities, and says he sits very high on the bull-bear scale while maintaining the market could go straight up.Source
- Fed PolicyneutralThe host says the jump in December rate-hike odds to 74% makes logical sense after the strong labor report, without stating a directional price view.Source
- Bonds & RatesneutralThe host views the 10-year yield around 4.1% as contained and says staying below 4.9% is good; a larger rise would make the market nervous.Source