Market 02/05: Highest Job Growth in 4 Months But PMI Drops Sharply

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Key highlights:

• Summary of political news from the past 24 hours

• ADP reports highest job growth in 4 months

• Trade deficit rises 25% in December

• Services PMI drops sharply in January

• Treasury “has not” changed debt issuance structure

• Speculators deplete physical gold

• Crude oil drops sharply as inventories 4x forecast

• FDIC overhaul eases policy, SEC more friendly

• Google: Below revenue but strong increase in AI spending

• AMD: Margins not improved as expected

• UBER: Below profit forecast

• Disney: Still waiting for leadership change

• Market: SPX recovers on improved liquidity