Job Market Waves Yellow Flag of Caution ...

Long-term unemployment rises, construction slows, and inflation shows signs of normalizing. Chief Economist Jeffrey Roach breaks it all down in this quick macro update.Tracking: #803538 

Dr. Jeffrey Roach, LPL’s Chief Economist explains why this divergence exists as well as ways to think about consumer rates and retail sales.Tracking: #800235 

Dr. Jeffrey Roach, LPL’s Chief Economist shares insights on payroll revisions, what it means for productivity, and why the Fed will still cut rates.Tracking: #796119 

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and sticki ... Show More

<p>On Wednesday of next week, the Federal Reserve will almost certainly embark on its long-anticipated easing cycle. However, whether the first cut in the federal funds rate is 25 or 50 basis points is still very much in doubt. This is a crucial question for the economy and finan ... Show More

When announcing interest rate cuts earlier this month, Federal Reserve Chair Jerome Powell expressed concerns about the labor market, following major downward revisions to job growth data. But is the US Employment picture as bleak as the Fed sees it? Markets get a clearer view on ... Show More

Alf and Brent discuss the recent soft CPI print and the state of the US labor market. They highlight the odds of a dovish Fed pivot, and what that might entail for markets. Transcript: https://www.spectramarkets.com/tmtf-transcript-11jun25/ 

<p>The Federal Reserve stands at a crossroads, poised to make its most consequential decision in years. Will rate cuts deliver the economic jolt everyone's hoping for, or are we in for a bumpier ride? Join TCW's David Vick as he sits down with Global Rates experts Jamie Patton an ... Show More

There’s a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach analyze how the Fed might address this paradox.Read more insights from Morgan Stanley.----- Transcript -----Matt ... Show More

In the wake of the June Jobs Report, we take a pulse on the state of the US Labor Market and how the Fed might be interpreting the latest round of data. We also review expectations for monetary policy in the coming months, along with the current asset allocation recommendations f ... Show More

Bloomberg Opinion Columnist and Former New York Fed President William Dudley discusses the outlook for the labor market and Fed monetary policy. David Riley, BlueBay Asset Management Chief Investment Strategist, says the market is underpricing the Fed. Danny Blanchflower, Dartmou ... Show More