• Markets weak across board with NASDAQ down ~0.75%, driven by jobs miss and oil price spike with Qatar warning of $150/barrel oil.
    Scott
  • Jim Lebenthal
    Market pattern of starting low and rallying may continue, but oil shutdown could cause extended inflationary bump; Fed may have to look through it due to weak jobs.
  • Stephen Weiss
    Oil price spike plus weak jobs report compounding to movement in long end of curve, with FOMC members more concerned about inflation than publicly stated.
  • Josh Brown
    Stock market hasn't bought into oil price spike narrative; energy stocks not following through on WTI crude move suggests big institutional money not buying $150 crude story.
  • Josh Brown
    Risk-off move on Friday makes sense given unpredictable situation in conflict zone with two-day market gap ahead.
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