Noise or Slowdown? Jay Hatfield Breaks Down the Jobs Report & January Fed Risk
Is the labor market actually slowing, or is the data just noisy? In this special Jobs Day episode of The Money Path, Todd M. Schoenberger sits down with Jay Hatfield, CEO and CIO of InfraCap and InfraCap ETFs, to break down a jobs report that is sending mixed signals to investors. 📊
Jay explains why a negative October print, modest November gains, and unemployment at 4.6 percent may reflect shutdown related distortions rather than a true collapse in labor demand. He also dives into wage trends and why they matter far more for inflation and Fed policy than headline payroll numbers alone.
The discussion then turns to what this means for the next Fed move. Jay shares his view on whether a January rate cut is back on the table, why interest rate sensitive sectors like housing, autos, and construction are critical to watch, and how he is positioning for a potential soft landing into 2026.
Jay also outlines where he sees opportunity right now, including high yield bonds, preferred shares, and selective equity value, along with his take on tariffs, policy risk, and midterm election dynamics.
📌 What was discussed in the video:
Why the jobs report may be distorted by shutdown effects 📉
How to interpret a negative payroll print and modest rebound 📊
What 4.6 percent unemployment really signals 💼
Why wage trends matter more than headline job numbers 💸
Whether a January Fed rate cut is realistic 🏦
Why housing, autos, and construction drive employment cycles 🏠
How Jay is positioning for a soft landing in 2026 📈
Opportunities in high yield bonds and preferred shares 💰
How tariffs and policy decisions could impact markets 🧾
Why election dynamics still matter for investor sentiment 🗳️
This episode delivers clarity for investors trying to separate signal from noise in today’s labor market data.
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📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.
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