SOTS 2nd Hour: ADP Jobs Breakdown, What it Means for Rates, & Vietnam Trade Deal Latest 7/2/25
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SOTS 2nd Hour: ADP Jobs Breakdown, What it Means for Rates, & Vietnam Trade Deal Latest 7/2/25
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About this listen
Another day of jobs data and trade deals: Sara Eisen, David Faber, and Wilfred Frost broke down the latest as the President announces a new deal with Vietnam. Key details, this hour. Plus: Oppenheimer’s Chief Investment Strategist gave his take on the action – before the team caught up with Valueworks Founder Charles Lemonides, who discussed his investments in Rivian, Joby, Amazon, and Micron.
Also in focus: a number of huge movers, from Centene shares on pace for their worst day *ever* to new numbers out of Constellation Brands… What investors should know about both names. Plus, the big banks playbook as the group sees gains across the board on the promise of dividend hikes and buyback boosts ahead.
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