
Macro Mondays #67 - How to position for the cutting season?
Macro Mondays
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Inflation, Employment, and Political Uncertainty
This chapter explores the Federal Reserve's changing focus from inflation to unemployment, highlighting the reliability of US job data and the rise of part-time workers due to economic pressures. It discusses the intricate relationship between government actions, the Federal Reserve, and the upcoming 2024 election cycle, analyzing how these elements influence hiring trends and labor market dynamics. Additionally, geopolitical tensions and their potential impacts on financial markets are examined alongside macroeconomic indicators essential for informed trading and risk management.
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