The Numbers
Fade The Rosier Picture From Unemployment Claims
Continued deterioration in labor demand underpins our expectation for a US recession, as it will lead to slower compensation growth, hobbling consumption spending’s main driver. We also previously highlighted that the outlook for bond yields…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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