Investors need convincing despite cooling jobs and strong AI earnings | Market Week in Review

Podcast: Viewpoint by Russell Investments · Russell Investments

Opublikowano: 2026-10-09

In this Market Week in Review, Russell Investments’ Senior Portfolio Manager and Head of Global Sustainable Investing, Kris Nelson, examines why softer U.S. labor data has not been enough to bring long-term Treasury yields meaningfully lower. The discussion looks beyond the jobs report to the other forces shaping markets, including renewed oil-price volatility, fiscal concerns and high expectations for AI-related earnings. Key takeaways: • U.S. labor data reduced expectations for an immediate Fed rate hike • Oil prices and long-term bond yields remain elevated • Strong AI-related earnings, but investor expectations remain high <br...