David Savage discusses the upcoming US jobs report, expecting a print around 62,000 which would stabilize the volatile jobs data and support a resilient growth narrative. He sees bond yields continuing to move higher due to lingering inflation from commodity disruptions and the AI capex cycle, even if the Iran conflict is resolved.

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implicit
RUT

implicit
Metals
USD
Bloomberg 7.0
Financial Media
David Savage 4.0
US jobs report and bond yield outlook (with Joumanna Bercetche)
5/8/2026 10:34:17 AM
ndx
The AI capex cycle has been driving equity returns, suggesting continued support for tech-heavy indices like the NDX, though rising yields could be a headwind.
wti
Even resolution of conflict won't resolve disruptions overnight, supporting continued upward pressure on oil and commodities broadly.
yields
The trend is to continue moving higher. Lingering inflation pressure will continue to put upward pressure on bond yields.
166 calls
-+0
no reliable edge (random outcomes)
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2/20/2026 5:23:54 PM short term up 7 days later +0.47% +0.47%
2/19/2026 11:46:00 PM short term up 5 days later -0.93% -0.93%
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2/19/2026 8:04:55 AM medium term up 20 days later +4.58% +4.58%
2/18/2026 11:17:07 PM medium term cautious up 20 days later +3.26% +1.63%
2/18/2026 9:44:49 PM medium term cautious up 20 days later +3.26% +1.63%
2/2/2026 10:10:47 AM medium term up 20 days later -5.73% -5.73%
1/30/2026 10:19:09 AM short term up 7 days later -1.80% -1.80%
1/28/2026 1:08:47 AM short term up 5 days later +1.11% +1.11%
1/21/2026 3:54:53 PM long term up 60 days later +2.00% +2.00%
1/20/2026 6:00:07 PM short term up 5 days later -0.94% -0.94%
1/20/2026 3:56:13 PM medium term sharp up 20 days later -2.49% -3.74%
1/20/2026 5:25:20 AM short term sharp up 5 days later -0.94% -1.41%
1/8/2026 11:18:05 PM medium term cautious down 20 days later +1.34% -0.67%
12/24/2025 2:57:09 PM medium term cautious up 20 days later +0.58% +0.29%
12/23/2025 7:24:06 AM medium term up 20 days later +0.85% +0.85%
12/22/2025 2:42:18 PM medium term up 20 days later +0.43% +0.43%
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12/16/2025 11:40:23 PM short term down 5 days later +0.43% -0.43%
12/11/2025 10:26:28 AM short term down 5 days later -1.03% +1.03%
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12/9/2025 10:56:25 PM short term up 5 days later +0.43% +0.43%
12/9/2025 10:44:30 AM short term sharp up 5 days later +0.43% +0.65%
12/9/2025 6:08:48 AM medium term sharp up 20 days later -0.82% -1.22%
12/8/2025 7:49:51 AM medium term cautious up 20 days later -1.67% -0.84%
12/4/2025 5:57:16 AM short term down 5 days later +0.60% -0.60%
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11/25/2025 8:46:35 PM medium term down 20 days later +3.78% -3.78%
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11/13/2025 1:46:53 PM medium term cautious down 20 days later -0.96% +0.48%
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11/12/2025 10:01:21 AM short term sharp down 5 days later +0.27% -0.40%
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11/11/2025 3:01:41 PM short term cautious down 5 days later +1.67% -0.84%
11/6/2025 11:18:53 PM short term down 5 days later -0.68% +0.68%
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11/4/2025 12:00:38 PM short term cautious up 5 days later -1.13% -0.57%
10/21/2025 10:46:09 AM medium term up 20 days later +4.22% +4.22%
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10/1/2025 10:52:02 AM short term cautious down 5 days later +0.95% -0.48%
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9/26/2025 7:55:36 AM short term cautious up 7 days later +0.51% +0.25%
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9/5/2025 7:27:44 AM short term cautious down 7 days later -0.30% +0.15%
9/3/2025 7:42:12 PM medium term sharp up 20 days later -0.69% -1.04%
8/29/2025 8:13:51 AM medium term cautious down 20 days later -3.13% +1.57%
8/29/2025 8:13:51 AM medium term sharp up 20 days later -3.13% -4.70%
8/28/2025 1:17:57 PM short term cautious up 5 days later -0.38% -0.19%
8/28/2025 7:11:09 AM medium term sharp up 20 days later -2.91% -4.36%
8/27/2025 10:15:27 AM short term cautious up 5 days later +1.66% +0.83%
8/27/2025 6:53:39 AM medium term cautious up 20 days later -3.11% -1.56%
8/27/2025 6:53:39 AM medium term cautious up 20 days later -3.11% -1.56%
8/27/2025 2:10:17 AM short term cautious down 5 days later +1.66% -0.83%
8/26/2025 7:44:57 AM short term cautious down 6 days later +0.92% -0.46%
8/25/2025 12:19:20 PM short term down 7 days later +0.45% -0.45%
8/20/2025 11:22:19 PM short term cautious down 5 days later -1.66% +0.83%
8/20/2025 6:36:06 AM short term cautious down 5 days later -1.66% +0.83%
8/19/2025 7:37:21 AM short term cautious down 5 days later -0.49% +0.24%
8/19/2025 7:37:21 AM short term cautious down 5 days later -0.49% +0.24%
8/19/2025 7:37:21 AM medium term cautious down 20 days later -5.17% +2.58%
8/15/2025 10:20:21 AM short term cautious up 7 days later -1.52% -0.76%
8/7/2025 6:34:17 PM long term sharp up 60 days later -3.69% -5.53%
8/5/2025 10:44:07 AM short term cautious down 5 days later +1.26% -0.63%
8/4/2025 10:45:50 AM short term sharp down 6 days later +1.84% -2.75%
7/22/2025 6:22:47 PM short term cautious down 5 days later +0.73% -0.36%
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