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Question #2 for 2024: How much will job growth slow in 2024? Or will the economy lose jobs?

Calculated Risk

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. 2) Employment: Through November 2023, the economy added 2.6 2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? Or will the economy lose jobs? million jobs in 2023. million jobs in 2023.

Economy 114
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MiB: Gretchen Morgenson on Private Equity

The Big Picture

A former stockbroker and alumna of the New York Times and Wall Street Journal, she won the Pulitzer Prize in 2002 for her “trenchant and incisive” reporting on finance. They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis.

Taxes 322
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Question #2 for 2023: How much will job growth slow in 2023? Or will the economy lose jobs?

Calculated Risk

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. 2) Employment: The economy added 4.5 2) Employment: The economy added 4.5 Or will the economy lose jobs? If the Fed drives the economy into recession (to cool inflation), then we could see job losses in 2023.

Economy 91
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10 Monday AM Reads

The Big Picture

A downturn in the market doesn’t always precede a downturn in the economy. It’s hard to completely dismiss this as a leading indicator and I’m not here to do that, but while most drawdowns of this magnitude have led to economic contractions, they haven’t always. At its low, the S&P 500 was 25% below its high. Irrelevant Investor ).

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Observations to Start 2023

The Big Picture

What does this rock traversing through the vast emptiness of space have to do with economic expansion, corporate revenues & profits, inflation, or interest rates? Alas, utterly nothing. Given all that, perhaps the 20% equity drawdown is less significant than many believe. • March Magic or March Madness? What’s already priced in?

Economy 323
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Leading Index for Commercial Real Estate Decreased in May

Calculated Risk

This paints an optimistic landscape for non-residential construction in mid-2024, as the economy recovers and the Fed begins to pull back rates.” This graph shows the Dodge Momentum Index since 2002. Commercial construction is a lagging economic indicator. The index was at 180.5 in May, down from 184.1 the previous month.

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Markets retest lows as growth concerns rise

Nationwide Financial

Beyond the economic and earnings slowdown, investors also face several technical factors that will impact near-term returns. With two weeks left in the quarter, the S&P 500® Index is on pace for the sixth-worst performance on record through three quarters, trailing only 1974, 2001, 2002, 1931, and 2008. headwind, per Strategas.