Welcome back to Morning Trade Live. It's time now for the big picture. Let's welcome in Colin Martin, head of fixed income research and strategy, Schwab Center for Financial Research.So Colin, it's a global fixed income story for us this morning with those higher yields off the back of what we got from the BOJ last night. I mean, we've got the 10year, what are we at right now. 414.We're pushing 415 this morning. Japan's 10year high since 99. We're looking at 30-year yields in France, high since ' 09.What do ...

Let's bring in our panel. Joining us now, Brookings Institution Economic Studies senior fellow Wendy Edelberg and American Institute for Economic Research Monetary Economics Managing Director Lydia Mashburn Newman. Welcome to you both.Uh Wendy, I mean, I know you haven't kind of been able to dig into the guts of this report, but it seems like a pretty benign reading. Uh how do you feel about it. Yeah, it's frustrating because they haven't even posted the information that I would need to to really um parse a ...

One of the key questions for investors in 2026 is what the Fed will do with interest rates, not to mention who will be the next chair. For more on both fronts, let's welcome in Robert Kaplan. He's the former Dallas Fed president, now vice chairman at Goldman Sachs.It's always good to see in person. Welcome back. >> Good to see you, sir.>> All right, let's start with the meeting that just ended. Would you have voted for a cut. >> Uh, I probably on the margin would have argued against a cut, but yes.Uh I thin ...

the unemployment rate ticking up for a fourth straight month to 4.6%. Joining me now, Muhammad Alerian, Alian's chief economic advisor. And Muhammad, the listen, I'm having a little bit of trouble with this jobs report.I don't know about you, just in terms of getting that clear picture of what is really going on. >> So, we should really look through this report. >> Okay.>> There are so many distortions and I think Sher Pal was absolutely right when he said we shouldn't take anything out of it. But if you pu ...

talk more about the data today and the market. Joining us today is Ed Yardenni, president of Yardeni Research, who joins us here at Post9. Happy holidays, Ed.Good to see you. Can you bundle all this data into a couple of phrases. >> Yeah, I think the economy in terms of uh final demand, GDP growth is still quite good.Labor market is funky with a lot of uh different uh things going on in that marketplace. uh but the conclusion is productivity must be extremely strong and uh that's good. I mean that actually ...

Joining us now for more on the markets and jobs, Joe Mato, president CIO at Newberger Berman. Joe, great to have you with us. Good >> to be here.Thank you. >> Um, it's interesting to get the jobs report now after the Fed decision. How important is this for you.>> I think the data is really important. I think the state of the labor market is one of the critical issues in terms of determining what the Fed path is going to be. And, you know, our sense is you're going to continue to see a grinding, weaker labor ...

All right, let's start off. How much weight is actually on this jobs report when we know there's going to be other key inflation reports coming up later this week. Another jobs report before the Fed meets again and makes this decision.How much weight are you putting on this. >> Yeah, I think it is an important one. Um, but there is going to be some weird dynamics in the data that we're getting this week.We know that maybe errors around this data are a bit bigger than usual just because of delayed collection ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here is the latest in trending:Major reset: Ford (F) expects to take a $19.5B write-down and will end production of several electric vehicles as "EVs just weren't selling," its CEO Jim Farley said.23/5 trading: Nasdaq (NDAQ) is reportedly submitting paperwork with the Securities and Exchange Commission to launch round-the-clock trading of stocks.Trump vs. BB ...

Key Takeaways The U.S. economy likely lost an average of 20,000 jobs per month between April and September, rather than the reported average gain of 43,000 jobs per month, Federal Reserve Chair Jerome Powell said.A downward revision of job growth would be yet another red flag about the health of the labor market. The job market, already thought to be slowing down, may be in even worse shape than it seemed at first.The U.S. economy likely gained an average of around 60,000 fewer jobs each month than previ ...

Economists want to see whether the combined report shows a sharp deterioration in an already fragile labor market — or whether the job market appeared to stabilize. ...