redditalpha logoredditalpha
← Back to dashboard
Share
1100%
r/stockmarketr/stockmarket· u/Express_Classic_1569· 5d agoDiscussion 0

The U.S. economy added 172,000 jobs. So why did the Nasdaq fall 4%?

Investor summaryBearish

Questions the market's negative reaction to strong job data, highlighting the disconnect between economic resilience and tech stock sell-offs.

Bear points
  • Strong labor market data reduces the likelihood of aggressive Federal Reserve rate cuts.
  • Persistent inflationary pressure from wage growth keeps bond yields elevated, hurting growth valuations.
  • Market pricing for a 'soft landing' may be overly optimistic given sticky macro indicators.
QQQSPY降息与宏观
This is a link post with no body text.View link ↗
Discussion · top comments15 selected
u/Material_Policy6327 47· 4d ago

Everyone needs to realize the days of

Super low rates are gone for a while

u/liroyjenkins 24· 4d ago

Sad thing is current rates are not particularly high. Fairly normal level compared to recent decades. We were spoiled for a while.

u/realoctopod 6· 4d ago

Meh. Idk if spoiled is the right word. Low rates are a double edged sword. When rates are low for long periods, because money is cheaply available, prices of items climb.

The low rates are part of the unaffordability problems. A vehicle shouldnt cost the same as a house did 12 years ago.

u/RipWhenDamageTaken 41· 5d ago

Trump administration is clearly a step above the rest. The guy literally had multiple crypto scams running.

u/ignatious__reilly 32· 4d ago

You’re proving my point, not disproving it.

Even if we ignore the COVID recovery years entirely and only use Biden’s LAST year in office, Biden averaged 186,000 jobs per month in 2024.

Trump has added only about 475,000 jobs over 17 months, which works out to roughly 28,000 jobs per month. So your own comparison still has Biden creating jobs at over 6 times the rate Trump has.

And nobody is “obfuscating” anything. The actual payroll reports are public.

You can argue COVID inflated Biden’s totals. Which is certainly true to an extent. But even after stripping out the recovery surge, Biden’s job growth still crushes Trump’s so far.

u/sbeklaw 20· 4d ago

Sooo trump has added 3 months worth of bidens jobs and it only took him 17 months?

u/ignatious__reilly 8· 4d ago

Exactly. How are people not getting this?

u/Brilliant_Koala6498 17· 5d ago

My cousin is had to go thru 4 rounds of interviews to be server at fucking Applebees or some shit. Job market is shit rn

u/ignatious__reilly 16· 4d ago

Did you not read the numbers? Trumps added 475,000 in a year and a half. Even using Biden’s worst year (2024), Biden is still 6x those numbers. That’s just a fact.

u/Codipotent 8· 4d ago

Current admin pardoned hundreds of violent rioters that attacked police on January 6th. This admin wants to create a $1.8 billion slush fund to pay those violent rioters, and anyone else that breaks the law in favor of this admin.

The corruption and untrustworthiness of the government has exploded recently and it is in no way comparable to previous administrations.

It saddens me that people are so ill informed that they would excuse the current admin as the inevitable outcome of history. Absolutely not.

u/TechTuna1200 8· 4d ago

Lower jobs numbers are good for stocks, though. As it makes it more like likely for rate cuts.

High job numbers means rate hikes are much more likely.

We are probably gonna see rate hikes anyways because of the Iran war. But it’s important to understand what lower or higher jump numbers means for the direction of interest rates

u/14domino 6· 4d ago

Biden shut down businesses?

u/buginmybeer24 5· 4d ago

Manufacturing

u/MrGulio 5· 4d ago
They’re trying to hide how bad things are. Worth noting they can’t hide the money disappearing from people’s wallets

Which is wild that they're even trying. They truly are detached from reality.

u/Akraticacious 4· 4d ago

Blatantly not true. January's 2nd and 3rd revisions are higher than original and March was higher.

Almost all of 2025 did get revised down, though

https://www.bls.gov/web/empsit/cesnaicsrev.htm