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14 posts

Macroeconomics

Macro & Micro Compass - June Jobs Miss: How Will It Affect the Interest Rate Cycle?

The June jobs report gave markets a softer labor signal than the headline unemployment rate suggests.

Macro & Micro Compass - June NFP Report: Stability Is Priced In, But Is It Fully Supported by the Data?

Markets are pricing June NFP around 100,000-150,000 jobs, reflecting economist forecasts and recent labor data, as attention turns to how incoming prints align with current expectations.

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