This post is an excerpt from our June 19, 2024 Portfolio Watch report to VP clients. The full length, original report can be viewed here. Full report summary: The dog that didn't bark: US jobless claims vs fiscal deficits Handicapping the risks between moderate labor deterioration and the benefits of a profit recovery
US labor market: what's different this time?
US labor market: what's different this time?
US labor market: what's different this time?
This post is an excerpt from our June 19, 2024 Portfolio Watch report to VP clients. The full length, original report can be viewed here. Full report summary: The dog that didn't bark: US jobless claims vs fiscal deficits Handicapping the risks between moderate labor deterioration and the benefits of a profit recovery