Page 4 - Duration Risk News Today

A bit of a mixed bag. Employment growth decelerating. It is consistent with some slowing. The economy is slowing. The manufacturing slowdown is continuing. But it is happening at a very gradual pace. We are slowly pressing on the brake here. It is not a falling out of bed moment. It is not a flashing red, the economy is falling off a cliff number to me. Definitely falling off a cliff. The market is not doing anything. The market is priced in for an october rate cut. We have to pencil in a fed ra...

Is decelerating. It is consistent with some slowing. The economy is slowing. The manufacturing slowdown is continuing. But it is happening at a very gradual pace. We are slowly pressing on the break here. It is not a falling out of bed moment. It is not like a flashing red, the economy is falling off a cliff number to me. Definitely not falling off a cliff. Not enough to do anything. The market is priced in for an october rate cut. We have to pencil in a fed cut in october. For those looking for...

It is consistent with some slowing. The economy is slowing. The manufacturing slowdown is continuing. But it is happening at a very gradual pace. We are slowly pressing on the break here. It is not a falling out of bed moment. It is not like a flashing red, the economy is falling off a cliff number to me. Definitely not falling off a cliff. Not enough to do anything. The market is priced in for an october rate cut. We have to pencil in a fed cut in october. For those looking for a decisive messa...

Employment growth decelerating. It is consistent with some slowing. The manufacturing slowdown is continuing. But it is happening at a very gradual pace. Pressing on the break. It is not a falling out of bed moment. It is not a flashing red, the economy is falling off a cliff number to me. Not falling off a cliff. Not enough to do anything. The market is priced in for an october rate cut. We have to pencil in a fed rate cut in october. For those looking for a decisive message, a deterministic on...

Welcome to daybreak europe. Political risk is pushing its way to the front in the u. S. , donald trump is to face a formal impeachment inquiry. Says he has violated his oath of office. Trump calls it witch hunt. After yesterdays defeat, Boris Johnson has restated his vow to complete brexit, defined calls to resign. He says he disagrees with the Supreme Court and will comply with its ruling. Lets get the latest with jody. Chneider who is live great to have you on the show. What are the chances th...

Fears about a u. S. Recession are not showing in this report. Very hard to get a recession in the next 12 months. Higher wages. The labor market is holding in. We were worried about manufacturing and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Maybe there are some budding signs of some weakness in the employment sector at the fringes. The question is where it goes from here. Jonathan joining me around the table, my guest. If the payroll report doesnt change ...

Cycle. Fears about a u. S. Recession are not showing in this report. Very hard to get a recession in the next 12 months. Higher wages. The labor market is holding in. We were worried about manufacturing and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Maybe there are some budding signs of some weakness in the employment sector at the fringes. The question is where it goes from here. Jonathan joining me around the table, my guests. If the payroll report doesnt...

Would expect at this late cycle. Fears about a u. S. Recession are just not showing up in this report at all. Very hard to get a recession in the next 12 months. You got higher wages and hours trending up. The labor market is holding in. We were worried about manufacturing hours worked and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Uncertainty is enormous on many fronts. Maybe there are some budding signs of some weakness in the employment sector at the fri...

Still well above what you would expect at this late cycle. Fears about a u. S. Recession are not showing in this report. Very hard to get a recession in the next 12 months. Higher wages. The labor market is holding in. We were worried about manufacturing and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Budding there are some signs of some weakness in the employment sector at the fringes. The question is where it goes from here. Jonathan joining me around the ...

Slowing economy. Still well above what you would expect at this late cycle. Fears about a u. S. Recession are not showing in this report. Very hard to get a recession in the next 12 months. You have got higher wages, hours trending up. The labor market is holding in. We were worried about manufacturing hours worked and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Uncertainty is on so many fronts. Maybe there are some budding signs of some weakness in the empl...