Jeff Rosenberg from BlackRock argues that markets are pricing in rate hikes ahead of the Fed, and the Fed will likely have to play catch-up following the strong May jobs report.

implicit

implicit
RUT
Oil
Metals
USD
BlackRock 9.5
Asset Manager $10500.00B
Jeff Rosenberg 9.0
Fed rate hike outlook after strong jobs report (with Monica Rix)
6/6/2026 8:08:09 PM
ndx
The tech selloff mentioned is linked to the strong jobs report and rate hike expectations, suggesting near-term caution for NDX.
yields
Rosenberg says markets are pricing in rate hikes ahead of the Fed, implying upward pressure on yields.
Anne-Marie Hordern discusses President Trump's suggestion that the government could take stakes in leading AI companies and redistribute gains, echoing Bernie Sanders' views on public ownership of AI.
Yields
NDX
RUT
Oil
Metals
USD
Bloomberg 5.5
Financial Media
Anne-Marie Hordern 4.0
Government stake in AI companies (with Monica Rix)
6/6/2026 8:08:09 PM