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Indicator Spotlight

Stalled US Labor Market Signals Easier Policy Ahead

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Stay overweight duration and favor curve steepeners as a stalled labor market and fading inflation pressures argue for more Fed easing than priced next year. The November Challenger report beat estimates, showing a 23.5% y/y rise in layoff announcements, down…

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