It's been too long since I'd last done it, but I got a chance to chat with Oliver Renick at Schwab Network about the monthly jobs report and what the risks are to the labor market going forward. I'm reasonably optimistic that the labor market will still be expanding by the next time he invites me on. https://lnkd.in/gAc2Duab
Guy Berger, Ph.D.’s Post
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Can something good come from a crisis? As markets adjust to a new regime, investors should recognize the economy is becoming less interest rate sensitive and they should focus on leading indicators such as the ratio of part-time workers and not on lagging metrics such as the headline growth stats mostly cited in the media. Find out more in this week's #MarketCommentary: https://hubs.ly/Q026yZ850
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The newest piece from our investment team covers higher than expected inflation, revised employment numbers, and how the market responded to this mixed data. Follow the link to read the full piece.
The Anatomy of a Bubble
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The newest piece from our investment team covers higher than expected inflation, revised employment numbers, and how the market responded to this mixed data. Follow the link to read the full piece.
The Anatomy of a Bubble
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The newest piece from our investment team covers higher than expected inflation, revised employment numbers, and how the market responded to this mixed data. Follow the link to read the full piece.
The Anatomy of a Bubble
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The newest piece from our investment team covers higher than expected inflation, revised employment numbers, and how the market responded to this mixed data. Follow the link to read the full piece.
The Anatomy of a Bubble
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The newest piece from our investment team covers higher than expected inflation, revised employment numbers, and how the market responded to this mixed data. Follow the link to read the full piece.
The Anatomy of a Bubble
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As markets adjust to a new regime, investors should recognize the economy is becoming less interest rate sensitive and they should focus on leading indicators such as the ratio of part-time workers and not on lagging metrics such as the headline growth stats mostly cited in the media. Learn more in this week's #MarketCommentary: https://hubs.ly/Q026yMWJ0
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Happy Friday All! We have a new market commentary from CIO Rick Wedell! Markets are currently locked firmly in a “good news is bad news” cycle, as recent strength within the labor market is causing some consternation about the longer term path of interest rates. In this market update, Rick breaks down the numbers around employment and gives a brief update on the performance of various indexes for the year. https://lnkd.in/gSriNM8E
Good News for Jobs, Bad News for Inflation | Market Commentary with Rick Wedell | RFG ADVISORY
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