Andy Kaufman

@DavidDTawil @thesigura He said a modern merchant bank to help firms capitalize on Ai.

@thesigura Full investment bank, or independent research shop?

@DavidDTawil Pretty disappointing employment numbers. 57k vs 113k. Labor force participation down. 2 month revisions are -74k. Hiring is slowing.

@DavidDTawil Apple raising the cost of MacBook Pro by $300 due to cost of chips.

@clinty1 @DavidDTawil Fair point. I suspect this is more seasonal hiring vs long term employment which should fall off in a month or two. I will be watching closely to see!

@DavidDTawil @KaufmanPulse Host cities have been planning for the World Cup - security arrangements, transportation capacity, as examples - so I'm wondering if that affected the jobs report.

@DavidDTawil Employment report crushed it across the board. Market pricing in a full point hike in December. Yields backing Warsh into a corner.