Mixed Jobs | Earnings Boom | The Bond Problem

The labour market is sending mixed signals, corporate earnings are booming, and bonds may be quietly eroding your purchasing power.  In this episode of Off the Charts, Andrew Sarna and Vanessa Hui unpack July employment reports; Q2 corporate earnings that are running at near-COVID-recovery levels, and the current challenges with traditional bonds.   WHAT TO LISTEN FOR :31 Why did the US lose 23,000 jobs while unemployment actually fell? 4:34 What does 50% S&P earnings growth really mean for investors? 7:37 Which sectors surprised most — and is the SaaS apocalypse over? 16:22 What should investors hold instead of bonds to protect purchasing power?   CONNECT WITH ANDREW SARNA Website | LinkedIn Off the Charts Newsletter  CONNECT WITH VANESSA HUI Website | LinkedIn    This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.