Jordi Visser: New All-Time Highs for Stocks, Gold Cracks, and the Worst Jobs Market in 50 Years


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Source: Youtube Jordi Visser

Type: Video

Published: October 26, 2025 at 12:31 PM (8 months ago)

Video Description

In this week's video, I break down why this is being called the worst jobs market in 50 years and why the structural forces behind it aren't reversing. The S&P hit new all-time highs despite momentum shocks hitting speculative stocks, gold and other assets, but beneath the surface, we're entering the most important week of the year: bulls versus bears, AI versus tariffs. With an 80% probability of a tariff agreement between the US and China this week, any positive outcome could unleash significant buying across risk assets, especially since spending is already happening and rate cuts are underway. Unlike April and May, the infrastructure is in place for a rally if geopolitical tensions ease.

On the labor front, despite a focus on immigration, the weakness reflects a deeper reality: the...

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