Things are starting to look a little troublesome for the US economy in the mid-term as re-accelerating inflation and a weakening labor market is no easy cocktail for the Fed. Read more here together with some notes on freight rates, Japan and the new BTC ETF.
US Labor Watch – The plot thickens
The resilience of the US labor market is hard to argue against, but the downwards-sloping trend from Q4 last year looks to continue into the new year. We have a look at the numbers.
Labor Watch – Running through the anomalies in the labor market
The latest NFP report erased most rumors of an upcoming downfall in the labor market, but it might not be as picture perfect as predicted by analysts.
Wage Nugget: Are Unions Grabbing The Last Chunk Before Exit?
We have noticed a trend of unionized labor proposing aggressive wage and working demands, thus we thought this would be a good time for a quick wage nugget.
Conclusion on Services Week: Our take on equities and the labor market
The first signs of a weakening job market are here, but will there be more to come? And what are the implications for equity markets?