In collaboration with the CAP STRAT Research Team, Mike and Mike unravel the most compelling financial data stories, transforming complex numbers into captivating narratives that reveal hidden trends.
This month, we focus on U.S. labor market data:
What exactly is the current state of the job market?
The immigration boom: A disinflationary shock!
Divergence in the stories about the labor market and who to believe
Business formations and bankruptcies
The implication of these dynamics on inflation, liquidity, economic growth, and recession outlook.