Section
Employment
66 posts
Tariffs Don't Inflate First — They Deflate. Then They Burn.
A new San Francisco Fed study maps the hidden timeline of tariff-driven inflation — and the findings challenge everything investors think they know.
The employment conundrum continues
by Eugenio J. Alemán, Chief Economist, Raymond James Raymond James Chief Economist Eugenio J. Alemán discusses current economic…
What's the Difference: Jobs vs. GDP Growth
U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.
BMO's Bipan Rai: AI, the Fed, and the Dollar at a Late-Cycle Crossroads
When Bipan Rai kicked off his latest episode of Open Outcry Podcast1, he went solo—and you can feel…
Conflicting Data, Conflicting Results
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Is inflation rising or falling? Is unemployment solid or…
Life in the Fast Lane: When Markets Lag the Economy — Citadel Securities
In Life in the Fast Lane1, Frank Flight of Citadel Securities sets out to challenge a market that,…
Gen Z Uprising
Labor markets are not keeping pace with young adult populations.
Disruptive Thoughts
by John Mauldin, Mauldin Economics Resistance Was Futile Gradual or Sudden Asymmetric Gains I Need Your Help My…
Inflation or employment? The Fed makes its choice
by Tom Hollenberg, Jared Franz, Charles Ellwein, & Jody Jonsson, Capital Group The scales have tipped in the…
The Federal Reserve Cut Rates, Now What?
by Adam Turnquist, Chief Technical Strategist, LPL Financial The Federal Reserve (Fed) delivered a highly anticipated 0.25% interest…
Wesbury: Monetary Musings
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
RBC Economics: Five Disruptors Shaping the U.S. Economy
The U.S. economy isn’t following the script. Rates are high, but unemployment hasn’t spiked. Tariffs are at century-long…
Slower job growth likely solidifies September rate cut
by Invesco Global Market Strategy Office Key takeaways September rate cut — A weakening labor market and anchored…
Jobs In Focus as Market Trends Hold
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
7 Key Market Insights From a Wild Week
LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent jobs report, earnings season, and more.