Top of the Morning: August Jobs Report, and the week ahead
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The latest employment report is in - Brian stops by to provide thoughts around the health of the US labor market, and what this latest data means for the potential timing and extent of Fed rate cuts in the weeks ahead. Plus, a look at what to expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Shiavon Chatman
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As we close out another trading week, Matt drops by the podcast to reflect on recent equity market return drivers, along with recaps this week’s inflation data. We also outline current views on equity positioning, and preview what you can expect in the week ahead. Featured is Matt Tormey,...
Published 09/13/24
Published 09/13/24
The US has more people employed, working longer hours, for more pay. Last Friday’s employment report essentially summarized a soft economic landing. There was evidence of slower hiring (without firing) in the employment details, also consistent with a soft landing. While the Federal Reserve is...
Published 09/13/24
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