Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 66 videos · 14 channels
Payroll quality
1 video · 1mEconomists challenged the 162,000 headline using seasonal-adjustment and measurement concerns, leaving CPI and revisions decisive.
August jobs report seasonal adjustment skepticism
Bloomberg Economics' Anna Wong argues the August nonfarm payroll gain of 162,000 is misleading due to an unusually mild seasonal adjustment by the BLS, noting that non-seasonally adjusted gains were lower than in August of the previous year.
Energy pass-through
1 video · 3mRecord diesel and a $100 Q4 oil forecast keep transport, food and airline margin pressure in view.
Morgan Stanley raises Q4 oil price forecast to $100
Morgan Stanley's commodity team raised its oil price forecast to approximately $100 per barrel for Q4, citing restricted global energy flows and inventory drawdowns.
AI funding quality
1 video · 1h 25mDemand remains strong, but debt and equity issuance are replacing cash-funded expansion for parts of the buildout.
AI trade funding fragility
Julie Biel notes a shift in AI funding from cash flow to debt and equity issuance, which she views as a sign of fragility in the AI trade.
Fervo Energy's 400 MW Google PPA
Fervo Energy announced a 396-400 MW power purchase agreement with Google, building on a five-year partnership to provide 24/7 carbon-free geothermal power.
Credit bureau regulatory scrutiny
Equifax and TransUnion shares are under pressure following FHFA comments regarding alleged overcharging of consumers.