Early Morning with Dave

Early Morning with Dave

“Gig Economy” Skews Labor Market Data

The labor market is weaker than it seems

David Rosenberg's avatar
David Rosenberg
Sep 17, 2024
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Highlights

• The labor market is weaker than it seems

• Runway for easing is long as the Fed is behind the curve (bond bullish!)

• Stocks are broadening out, but breadth fails to spark a meaningful breakout

• Europe’s economic engine is stalling

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