Episode

Cooling Job Openings, Falling Yields, and a Likely Fed Cut

Podcast
Protect Your Assets Market Briefing
Published
Sep 9, 2025
Duration seconds
384
Processing state
not_requested
Canonical source
https://protectyourassetsmarketbriefing.podbean.com/e/cooling-job-openings-falling-yields-and-a-likely-fed-cut/
Audio
https://mcdn.podbean.com/mf/web/m3xjn48m3ghve53w/090825-PYA_MARKET_BRIEF_WITH_CCH_EDITS7hvqs.mp3
JSON
/v1/public/podcasts/protect-your-assets-market-briefing-5291628/episodes/cooling-job-openings-falling-yields-and-a-likely-fed-cut
Markdown
/podcast/protect-your-assets-market-briefing-5291628/cooling-job-openings-falling-yields-and-a-likely-fed-cut.md

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Summary

This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil might find support after recent weakness. We also preview next week’s CPI and PPI releases, discuss why inflation remains above the Fed’s 2% target, and outline positioning ideas for a volatile September–October stretch. Plus, sectors we currently favor—financials and health care—and a reminder to use pullbacks to rebalance toward quality. You can send your questions to [email protected] for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/