Sep 9 The economy actually added 1.2 million fewer jobs in the last year

$PATH $DOCU $W

Author

Mukund Mohan
September 09, 2025

Market

“With inflation edging higher and employment souring the news for the Fed is that the data is not as good as it was before, which makes it easier to expect a higher rate cut this month.” 😊 😋

Surprisingly strong markets, given the news on jobs

It is very likely the markets are betting on a half a point rate cut in September rather than a lower one, but inflation and employment are the 2 mandates for the Fed. Inflation is ticking higher, but employment is ticking lower. The best case scenario is a short recession.

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Insights from the portfolio

UiPath earnings summary and deep dive $PATH

The Robotic process automation company is trying to break out in a new world of AI

stocksmarts.substack.com/p/uipath-earnings-summary-and-deep

Video of the day

Today’s video is on Wayfair $W ( ▲ 1.04% ) the home improvement online retailer.

Deep dive of the day

Docusign deep dive and 2025 outlook $DOCU – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/09/09/docusign-deep-dive-and-2025-outlook-docu

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