Oct 6, 2026 · 52 min · 12 segments
Noah Hamman joins AlphaNooner to break down what investors should take away from the week, from shifting Fed expectations and a stronger-than-expected jobs report to moves in rates, oil, and equities…
Noah HammanGuest
Mackenzie PetersonHostI just wanted to spend a little bit of time at the top talking through kind of high level snapshot for the market.
I know, you know, we got the jobs report in that looks a little bit better and healthier than we expected, so I know obviously that ties in with-
I have to pull the exact numbers, but they were better than expected and anticipated.
And said, I think the numbers would be up a little bit, right? And I, and I read because in part some of the numbers were down in the last reporting cycle around government services and things like that.
Um, so it wasn't, I didn't come up with the concept organically, but just based on what I read, I thought, "Oh yeah, I agree with Noah.
though I did say at some point I wonder if we start to see the AI impact in job numbers, right? Wouldn't it be interesting if unemployment rises, but GDP also then starts to rise quite a bit.
I mean, I feel like we've seen the same thing with productivities in the same story rising over time.
I just wanted to spend a little bit of time at the top talking through kind of high level snapshot for the market.
I know, you know, we got the jobs report in that looks a little bit better and healthier than we expected, so I know obviously that ties in with-
I have to pull the exact numbers, but they were better than expected and anticipated.
And said, I think the numbers would be up a little bit, right? And I, and I read because in part some of the numbers were down in the last reporting cycle around government services and things like that.
Um, so it wasn't, I didn't come up with the concept organically, but just based on what I read, I thought, "Oh yeah, I agree with Noah.
though I did say at some point I wonder if we start to see the AI impact in job numbers, right? Wouldn't it be interesting if unemployment rises, but GDP also then starts to rise quite a bit.
I mean, I feel like we've seen the same thing with productivities in the same story rising over time.
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