No thread from me this month.
Tied up with APPAM events.
Check out @bencasselman.bsky.social @elisegould.bsky.social @econberger.bsky.social @gbenga-ajilore.bsky.social
And the #NumbersDay feed
No thread from me this month.
Tied up with APPAM events.
Check out @bencasselman.bsky.social @elisegould.bsky.social @econberger.bsky.social @gbenga-ajilore.bsky.social
And the #NumbersDay feed
#JobsDay analysis
Next update: November 6, 2026
www.epi.org/indicators/u...
#JobsDay analysis
Next update: November 6, 2026
www.epi.org/indicators/u...
#CPI #EconomicData #USInflation #USTreasuryYields #EconomicEvents #TradersDiary #JobsDay #PCEInflation #Anthropic #Tesla
#CPI #EconomicData #USInflation #USTreasuryYields #EconomicEvents #TradersDiary #JobsDay #PCEInflation #Anthropic #Tesla
-60K jobs in revisions of prior 2 months.
The big picture
But if you want Line Go Up, you need a JobsDay bloodbath in the next 10 minutes
But Tom Lee says the market is a "coiled spring"
fundstratdirect.com/...
But if you want Line Go Up, you need a JobsDay bloodbath in the next 10 minutes
Our labor market is facing some extreme challenges, such as the fact that men continue to fall behind women in employment growth, as seen on the graph.
Our labor market is facing some extreme challenges, such as the fact that men continue to fall behind women in employment growth, as seen on the graph.
#numbersday #jobsday
nationalpartnership.org/women-worker...
#numbersday #jobsday
nationalpartnership.org/women-worker...
#EconomicData #USInflation #TreasuryYields #EconomicEvents #TradersDiary #JobsDay #PCEInflation #Robinhood #Tesla #Spacex
#EconomicData #USInflation #TreasuryYields #EconomicEvents #TradersDiary #JobsDay #PCEInflation #Robinhood #Tesla #Spacex
Slowing wage growth on an AHE basis, but almost all recent payroll gains were in low wage sectors
Slowing wage growth on an AHE basis, but almost all recent payroll gains were in low wage sectors
Not great.
Not great.
At 8:30 am ET, @usbls.bsky.social delivers what’s usually one of the most-important signals abt how economy is changing
Forecasts’ center:
+33K jobs
Unemployment rate (UR) steady at 4.1%
At 8:30 am ET, @usbls.bsky.social delivers what’s usually one of the most-important signals abt how economy is changing
Forecasts’ center:
+33K jobs
Unemployment rate (UR) steady at 4.1%
Labor Force: Due to tighter border enforcement and the termination of programs like
Labor Force: Due to tighter border enforcement and the termination of programs like
Modest 3-month avg YOY sector-wide growth was driven by two subsectors:
1) Nonresidential bldg equpmnt (electrical; plumbing; HVAC)
2) Single-family house GCs' production employees
Nonresidential finishing ticked up.
Others⤵️
Modest 3-month avg YOY sector-wide growth was driven by two subsectors:
1) Nonresidential bldg equpmnt (electrical; plumbing; HVAC)
2) Single-family house GCs' production employees
Nonresidential finishing ticked up.
Others⤵️
JobsDay isn’t going to tell us the economy is in trouble or in the clear
Could be big clues on seasonality today, more in my preview
👇
rooseveltinstitute.org/blog/septemb...
JobsDay isn’t going to tell us the economy is in trouble or in the clear
Could be big clues on seasonality today, more in my preview
👇
rooseveltinstitute.org/blog/septemb...
#EconomicData #USInflation #TreasuryYields #EconomicEvents #TradersDiary #FedRate #JobsDay #EmploymentData
#EconomicData #USInflation #TreasuryYields #EconomicEvents #TradersDiary #FedRate #JobsDay #EmploymentData