The Stable Genius Report

• Since the Trump Administration took office, all net new jobs were gained by native-born workers.
• During the Trump Administration, 0% of net new jobs were gained by foreign-born workers.
• During the last year of the Biden Administration, 46% of net new jobs were gained by native-born workers.
• During the last year of the Biden Administration, 54% of net new jobs were gained by foreign-born workers.
• The Trump Administration's economic policies ensured that 100% of job growth benefited native-born citizens.
• The Biden Administration's policies, during its last year, resulted in a majority (54%) of job growth benefiting foreign-born workers.

The post presents historical job market data, emphasizing job growth distribution between native-born and foreign-born workers under different administrations. While job data is a significant economic indicator, this post is retrospective and framed as a political comparison rather than an announcement of new economic policy or a forecast that would directly and immediately alter S&P 500 valuations. Any market impact would be indirect, potentially influencing broader economic sentiment or expectations for future policy directions under a potential change in administration, but it does not contain information directly driving short-term market movements.

The post focuses exclusively on domestic job market data, specifically comparing job gains between native-born and foreign-born workers under different administrations. There are no mentions of international relations, foreign adversaries, military actions, or any potential for global conflict.

• Commodities: Minimal direct impact. The post focuses on domestic labor market dynamics, which typically have little immediate effect on global commodity prices unless significant policy shifts with global trade implications are announced. No explicit mentions of inflation drivers, supply/demand shocks, or USD strength. Short-Term Watchlist: XAU/USD price action, oil inventory reports, headlines on Iran/OPEC. Medium-Term Focus: Inflation trends, Fed policy, China industrial data, USD trajectory.
• Currencies (Forex): Limited impact on major currency pairs. While US job market health can influence the US Dollar Index (DXY), this post presents historical data framed as a political comparison, rather than a new economic data release or a forward-looking policy statement that would immediately shift Fed expectations or risk appetite. Any impact on USD would be indirect, tied to broader economic sentiment or electoral prospects. Short-Term Watchlist: Fed speakers, Treasury yields, global risk sentiment. Medium-Term Focus: Central bank divergence (Fed vs ECB/BoJ), global growth differentials, dollar liquidity cycles.
• Global Equities: Slight indirect impact on global equities, primarily through general economic sentiment rather than direct catalysts. The post's retrospective nature and political framing mean it does not immediately affect earnings revisions, sector rotation, or contagion fears. Potential influence on domestic political risk premiums or expectations for future policy, but not a direct market mover. Short-Term Watchlist: Futures open, VIX spike/dip, FANG/semis/defense sectors. Medium-Term Focus: Earnings revisions, macro data (ISM, PMI), global capital flows, geopolitical overhangs.
• Fixed Income (Bonds): Insignificant direct impact on US 10Y and 2Y yields or credit spreads. The post is historical and political in nature, not an economic data release or policy announcement that would immediately alter inflation expectations, Fed policy outlooks, or flight-to-safety dynamics. Bond markets would likely not react to this specific post. Short-Term Watchlist: UST 10Y yield levels, TED spread, credit ETF flows (e.g., HYG). Medium-Term Focus: Fed dot plots, fiscal concerns, debt ceiling rhetoric, economic surprise indices.
• Volatility / Derivatives: No discernible impact on the VIX or other volatility derivatives. The post does not introduce new economic uncertainty, geopolitical risk, or systemic tail risks that would trigger a spike in volatility or a shift in options positioning. Short-Term Watchlist: VIX levels vs VIX futures term structure, 0DTE flow, SKEW index. Medium-Term Focus: Volatility regime shifts, macro policy uncertainty, systemic tail risk (e.g., elections, war).
• Crypto / Digital Assets: No direct impact on Bitcoin (BTC) or other digital assets. The content is unrelated to crypto-specific news, regulatory changes, or macro liquidity conditions that typically influence the sector. BTC would not act as a risk-on asset or macro hedge in response to this post. Short-Term Watchlist: BTC/USD, Coinbase order book activity, funding rates, ETH correlation. Medium-Term Focus: Regulatory news, stablecoin flows, ETH upgrade progress, macro liquidity backdrop.
• Cross-Asset Correlations and Systemic Risk: No impact on cross-asset correlations or systemic risk indicators. The post does not suggest any liquidity stress, margin calls, or breakdowns in normal market relationships. Short-Term Watchlist: MOVE index, junk bond ETFs, gold/USD co-movement. Medium-Term Focus: Shadow banking risk, central bank intervention, market plumbing stress.
• Retail Sentiment / Market Psychology: Minimal direct impact on retail sentiment or market psychology for specific asset classes. While the post is aimed at influencing political discourse, it is unlikely to trigger retail speculation in meme stocks or altcoins, as it lacks direct market-moving information or viral potential for specific trading opportunities. Short-Term Watchlist: GME/AMC volume, Twitter/X trends, Reddit sentiment, TikTok mentions. Medium-Term Focus: Social media influence on market structure, potential for coordinated retail pushes, policy/regulatory crackdown on retail trading behavior.