Macro Hive Conversations With Bilal Hafeez cover image

Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

Macro Hive Conversations With Bilal Hafeez

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Macro Backdrop: Slowing Labor Market

Jon frames the US labour market slowdown as the marginal story shaping Fed policy, contrasting supply vs demand effects and US vs UK wage dynamics.

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