Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt
Macro Mondays
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Mexico's Election Impact on US Labor Market and Global Liquidity Trends
The chapter analyzes the recent election in Mexico, specifically Claudia Schanbahn's victory and its repercussions on the US labor market, emphasizing the existing trade relationships and currency dynamics. It delves into the shifts in the US labor market towards a gig economy, focusing on tiny employers and the trends in non-farm payrolls. The conversation concludes by discussing the upcoming macroeconomic events, liquidity outlook, and the positive liquidity trend globally, particularly highlighting recent developments in the UK's sterling repo facility.
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