Independent thinking for complex markets and current events
Healthcare has been propping up a shaky labor market. For the first time in over four years, the sector shed thousands of jobs Despite making up nearly a fifth of the U.S. economy and providing a much-needed set of crutches, the latest healthcare jobs data highlights just how wobbly the labor market is. Over 28,000 …
The latest GDP data just dropped from the U.S., China, Europe, and Mexico… And at first glance?It doesn’t look disastrous.But under the surface — there’s a payback wave building.U.S. GDP shrank.China’s manufacturing is rolling over.Mexico barely avoided technical… — Jeffrey P. Snider (@JeffSnider_EDU) May 1, 2025
The S&P 500 risk premium shrank to near zero this week, the lowest level since 2002 pic.twitter.com/5nzx4fuOMX — unusual_whales (@unusual_whales) November 14, 2024 Last "week’s widening move in swap spreads appears to reflect a measure of de-regulatory optimism, particularly with regards to SLR relief for US Treasuries." – JPMorgan Ramaswamy via @tracyalloway pic.twitter.com/EY1PsSxc7L — Daily …
by confoundedinterest17 US personal savings are being exhausted as The Fed raises rates to fight inflation. I call this phenomenon “low riding” where consumers are being punished by The Federal Reserve and Biden Administration. Meanwhile, large bank loan volumes are shrinking. With money-market fund assets hitting new highs, and banks’ usage of The Fed’s emergency funds facility at …