Market Broadening & Economic Improvement - Piper Sandler anticipates a broadening market, driven by improvements in both macro and microeconomic factors, rather than a significant surge [2][3] - The market broadening is expected to be more about breadth than magnitude, indicating wider participation across sectors [2] - Stabilized interest rates and subsequent rate cuts by the Federal Reserve are seen as catalysts for economic improvement, positively impacting smaller businesses, lower-end consumers, housing, and manufacturing [5][6] - The anticipation of improved economic conditions is leading to anticipatory indicators showing positive signs [6] Labor Market & Monetary Policy - A soft labor market has alleviated inflation fears, allowing interest rates to decline and the Federal Reserve to implement rate cuts [8] - The current economic backdrop is described as "Goldilocks" in a post-inflation shock world, characterized by a simultaneous increase in the unemployment rate and the stock market [11] - The Federal Reserve's data-dependent approach, particularly concerning the unemployment rate, has influenced market perceptions and expectations regarding potential rate cuts [9][10] Tariffs & Market Uncertainty - The market exhibits a diminishing sensitivity to fear and uncertainty, including potential tariffs, as investors have become accustomed to navigating a "wall of worry" [13] - Investors are adopting a "show me first" approach, reacting to concrete events rather than preemptively fearing potential negative impacts from tariffs or other uncertainties [13]

Labor Market Overview - US job growth likely remained slow in September [1] - The unemployment rate probably stayed at a near four-year high [1] - Labor market experienced a sluggish period [1]

Meanwhile, the Fed's preferred inflation gauge for August in line with expectations. CorePC holding at 2.9% on an annual basis. Our next guest though still thinks the Fed has an inflation problem.CNBC contributor Peter Bookfar is a chief investment officer at one point BFG Wealth Partners. Peter, good to see you. Um, it seems sort of stuck and this sort of limits what the Fed can do because they still have to be vigilant on the inflation front.Correct. The the biggest problem that lower to middle income con ...

Well, I think I'm respectfully disagree with with President Trump statement because, you know, it took migration and climate change, as I would say, the major challenges that we have to fight against for. And I said, well, look, if you took the experience of Spain is the contrary. So thanks to Climate two, to these, say, green policies, we have dropped the electricity prices since 2017 till now by 50%.So that enables us to gain competitiveness. And thanks to that, we are witnessing this extraordinary outcom ...

The Chicago Fed introducing new labor market indicators this morning that com combine private sector data with official labor statistics for a real time view of hiring layoffs uh and other job information. And join us now Chicago Fed President Austin Goulby. We How you doing, Mr.. President. It's good good to have you on. We got some new data.I'm excited. And you know why I like it. because, you know, say what you will about, you know, the big kurfuffle with the the BLS firing and all that stuff.It did high ...

The Fed just kicked off its first rate cut of the year, a quarter point, and hinted at two more rate cuts to come in 2025. That would bring rates down to between 3.5% to 3.75% by year end. The dot plot, which maps out where policy makers expect interest rates to head in the future, show that nearly all FOMC officials anticipated some sort of easing with just one official seeing no change.Most expect three rate cuts, some forecast two, and one even anticipate six cuts. So, lots of dispersion among the commit ...

Claire, >> Claire Jones, Financial Times. Um, given the range of views expressed prior to the meeting, I think there was a lot less descent today than a lot of people expected. It'd be good to know just what you think the drivers were of coming to that very strong consensus in the meeting and also on the flip side to just explain why the dot pot plots are really so scattered between you know someone even expecting rates to end up higher by the end of the year to to five cuts.I mean what were the kind of ran ...

Howard Schneider with Reuters. So, um, as you mentioned a minute ago, some margins of the job market would suggest that the slides already happening. Black unemployment rate in August was above 7%.Uh, declining work week, difficulty among co college graduates finding work, high rising youth unemployment. Why do you think a quarter percentage point now is going to arrest that. Well, I I hadn't say that I thought a quarter point would make a huge difference to the economy, but you got to look at the whole pat ...

Labor Market Trends - The labor market has slowed, with slower job creation in recent months [1] - The headline unemployment rate remains low at 43%, but broader measures like U6 are at a nearly four-year high, indicating struggles for those on the sides of the labor market [1] - Initial jobless claims were at their highest since October 2021, signaling increasing difficulty for job seekers [1] - Many individuals with strong credentials are taking part-time or service sector jobs due to difficulty finding suitable full-time employment [1] Economic Policy Implications - The trend of a strained labor market may influence future economic policy decisions, such as those made by the Federal Reserve [1] Job Seeker Challenges - Job seekers report frustration with application processes, including the use of AI filtering systems that may weed out qualified candidates [1][2] - Some job seekers feel that advertised jobs may not actually exist [3] - Personal connections and networking are proving more effective than online applications for securing interviews [1][2] Overall Economic Assessment - Economists suggest that it is not a time to panic about the labor market, but rather to monitor the gradual cooling [4] - Despite a potentially healthy economy, many individuals are experiencing difficulty finding jobs commensurate with their experience [5]

https://t.co/vYgct0r1DZ外汇交易员 (@myfxtrader):#数据1-8月城镇固定资产投资同比增0.5%，创近5年以来最低增速。8月规模以上工业增加值同比增5.2%，增速为一年最低；社会消费品零售销售总额同比增3.4%，增速为自去年11月以来最低。中国8月城镇调查失业率录得5.3%，为6个月以来新高；31个大城市失业率录得5.3%，为去年8月以来新高。 ...