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The Numbers

ADP: Cooling Jobs And Wages Strengthen Fed Easing Path

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Stay long duration and favor curve steepeners as weakening ADP data reinforce rising labor-market risks and the case for further Fed cuts. The November ADP report missed estimates, showing a loss of 32k jobs after a 47k gain in October. Only 40% of industries…

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