The intricacies of the US labor market make it challenging to derive coherent insights. To shed some light on our perspective, here are three charts that aid in elucidating our view
Labor Watch – Hairdressers and cleaning ladies are holding the labor market above water
The labor market is the primary reason why everyone is blowing off the recession right now. But is the labor market really as strong as the recent NFP numbers suggest? We don’t necessarily think so.
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Something for your Espresso: Lagarde the flip-flopper
No one really knows what the ECB intends to do after the flip-flopping yesterday, but even in Europe it is probably safe to say that we are swiftly edging closer to the peak of this hiking cycle. Meanwhile, evidence gathers in USD markets that the Fed should move with a cut next.
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Something for your Espresso: 4 charts on the US labour market
It is the big NFP day, which will keep market participants busy on Good Friday. Here are the four labour market charts of relevance ahead of the release. We see DOWNSIDE risks to NFP.
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Something for your Espresso: A yuuge week ahead
The Chinese politburo aims for 5% annual growth in 2023. This leaves room for an upside surprise from China for once. We have a big week ahead of us. Find our expectations here.
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Good Morning America: Wow, just wow!
An eight-sigma beat on non-farm-payrolls for it to print at 517k versus expectations of 188k. What is going on?
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