Van Thorn News — Friday, July 3, 2026
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Podcasts

Jobs Miss, Stocks Rally: Why Bad Labor Data Became Good News for Markets

A weak July jobs reading would normally signal trouble for the economy, but Wall Street saw something else: relief. This episode breaks down why slower hiring pushed stocks higher, how investors read the data through the lens of Fed policy, and what the rally says about market expectations, rate fears, and the fragile balance between growth and inflation.