US Stock Market

전망 요약

Expect a broadening out of stocks as the report provides a 'middle ground' that is good enough to support higher equity valuations.

주요 포인트

• The data is 'Goldilocks'—bad enough to suggest future rate cuts but good enough to see stocks rise.
• Multiple sectors including leisure, hospitality, and healthcare added a combined 87,000 jobs, showing diffuse growth.
• The Atlanta Fed real GDP level remains high at 5.4%, which is contrary to recessionary signals.