The economy added far more jobs than expected last month. How will the Fed, markets react? Adrian Day, President of Adrian Day Asset Management, gives his outlook.

*This video was recorded on October 4, 2024

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0:00 - Intro

0:30 - Jobs report

1:20 - Fed is “not in a hurry”

2:43 - Economy not facing “downturn”?

4:36 - Oil vs recession, inflation

7:05 - Trump and inflation

10:00 - Harris and inflation

15:00 - Labor market and the Fed

20:00 - Yields and gold outlook

23:45 - Stimulus and inflation outlook

28:00 - Trump and rare Earth minerals

34:20- Most bullish commodities

26:14 - Gold vs. Miners

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