The U.S. Has A Labor Force Problem (Macro Monday) скачать в хорошем качестве

The U.S. Has A Labor Force Problem (Macro Monday)

Read Our Full Newsletter Here: https://themacroinstitute.beehiiv.com... This might be the busiest week of the year for economic data and market-moving events. Oddly enough, it’s unfolding right in the middle of Q2 earnings season in late July—but summer or not, here come the data! All eyes will naturally be on the FOMC meeting and Friday’s July payroll report. We’ll also get several PMI releases, including the ISM on Friday, plus the first look at Q2 GDP on Wednesday and the core PCE deflator from the personal income/spending report on Thursday. Two Tuesday releases that may fly under the radar (but shouldn't) have big implications for wage inflation. With over a million foreign-born workers exiting the U.S. labor force in recent months, the potential impact on wages is no small matter. The Conference Board’s Consumer Confidence report deserves attention, particularly its “Jobs Hard to Get” and “Jobs Easy to Get” components—excellent leading indicators of wage pressure. Along with the QUITS rate from the JOLTS survey, arguably the single best leading indicator of wage trends, these releases provide some insight into how immigration policy may be shaping the economic landscape. Subscribe To The Channel:    / @themacroinstitute   Subscribe To Our FREE Newsletter: https://themacroinstitute.beehiiv.com... Learn More About The Macro Specialist Designation: https://themacroinstitute.com/macro-t... Visit Our Website: https://themacroinstitute.com/ Follow Us On LinkedIn:   / 89761698   Follow Us On Twitter: https://x.com/MacroInstitute #recession #inflation #tariffs #economics #investing