Welcome to Episode 50!

Ready for a special episode of Facts Vs. Feelings?

In this episode, Ryan Detrick & Sonu Varghese celebrate their 50th episode of the podcast! They chat about the recent jobs report, highlighting the increase in jobs created and the slight rise in the unemployment rate. They also touch on economic indicators such as yields, wage growth, and the manufacturing sector.

Ryan and Sonu discuss:

• An analysis of the monthly jobs report, discussing the number of jobs created, unemployment rate, and the health of the labor market
• The slowdown in nominal GDP growth and the misconception of recession
• The growth in manufacturing jobs and the strength of consumption
• The vacancy ratio, its relation to supply and demand for labor, and the Fed's interest in lowering the ratio
• Their key takeaways for reaching 50 episodes 
• An explanation of why September is historically the worst month for the stock market
• The historical performance of the stock market in August and the expectation for September
• And more!

Resources:

• Talking Macro with Neil Dutta (Ep. 47)

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese