Markets Digest Softening Inflation Data
Bloomberg Surveillance
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Analyzing Seasonality Issues in Economic Data and the Impact of Immigration on Labor Market
Discussion on seasonality in economic data focusing on core inflation fluctuations, market reactions leading to disinflation, and potential Fed rate cuts. Debate on Fed's rate cut timing, reliance on real-time data, and analysis of economic indicators like real estate inflation, retail sales, and GDP growth trends. Exploration of immigration's impact on labor market dynamics, including the growth of foreign-born labor force, Biden administration's parole programs, and statistical analysis.
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