December 04, 2025   |   Read Online Time to Get Started... Take Me to the Morning Show The cleanest edge in trading is getting information sooner than the crowd. This is how you do it. Save your seat. Good morning: This morning is not "quiet." On the surface, futures look calm. Underneath, four stories are colliding at once. First, the labor market is not what the headlines say. Layoff announcements for 2025 have blown past 1.1 million. That is the most since 2020. If you care about consumer spending, earnings, and credit risk, this matters more than whatever talking point the Fed rolls out next week. Second, BlackRock is planting a flag in 2026. They are telling their clients that AI will still dominate flows next year, even as they warn about volatility and crowded trades. When the biggest asset manager on the planet decides where the next wave of capital goes, you and I need to pay attention. Third, the bond market is quietly screaming. Long duration debt is under pressure. The people who move trillions are turning bearish on long Treasuries because they see a heavy wave of refinancing coming. Higher yields do not just hurt "the economy." They hit valuations, refinancing, and every company that has been pretending money would stay free forever. Fourth, commodities and energy are waking up. Supply risk, infrastructure demand, and the AI buildout are converging. That is not just an "oil story." It is a signal about where real cash flow and pricing power may live if this cycle turns. I am going live at 8:45 a.m. ET on Market Masters at TheoTrade to walk through all of this in plain English. No fluff. No twelve-page macro sermon. We will break down: How the layoff wave changes the game for rate cuts and risk assets What BlackRock's AI call really means for traders, not just institutions Why the bond market is the dog that will not stop barking Where the smartest money is starting to sniff around in energy and commodities Most people will wake up today, glance at futures, and assume nothing has changed. They will be wrong. Join me live at 8:45 a.m. ET. Bring your coffee. Bring your watchlist. We will connect the dots before the opening bell. See you there, Garrett   Update your email preferences or unsubscribe here © 2025 Disclaimer: Neither TheoTrade or any of its officers, directors, employees, other personnel, representatives, agents or independent contractors is, in such capacities, a licensed financial adviser, registered investment adviser, registered broker-dealer or FINRA|SIPC|NFA-member firm. TheoTrade does not provide investment or financial advice or make investment recommendations. TheoTrade is not in the business of transacting trades, nor does TheoTrade agree to direct your brokerage accounts or give trading advice tailored to your particular situation. Nothing contained in our content constitutes a solicitation, recommendation, promotion, or endorsement of any particular security, other investment product, transaction or investment.Trading Futures, Options on Futures, and retail off-exchange foreign currency transactions involves substantial risk of loss and is not suitable for all investors. You should carefully consider whether trading is suitable for you in light of your circumstances, knowledge, and financial resources. You may lose all or more of your initial investment. Opinions, market data, and recommendations are subject to change at any time. Past Performance is not necessarily indicative of future results. PO Box 24790 Christiansted, Virgin Islands 00824, United States of America Terms of Service

Share on Facebook

Share on Twitter

Share on Google+

Share on LinkedIn

Subscribe to receive free email updates: