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Job creation remains strong despite recession risks
Surprisingly strong job creation pulls the unemployment rate to its lowest level since 1969.
Where does the Fed stand in meeting its dual objectives?
While inflation has come down from its recent peak, it remains well above the Fed’s target, while limited progress in loosening labor market conditions will keep the Fed focused on tightening for now.
What’s behind the tight labor markets?
Despite growing signs of an economic slowdown, the demand for workers remains too high to allow the Fed to deviate from its current path of rate hikes.
The ISM Manufacturing Index eased for the fifth consecutive month
Activity in the manufacturing sector continued to weaken in January, as new orders reached the lowest point since May 2020.
Consumer sentiment rose for the second consecutive month in January
Consumer sentiment has risen from last year’s lows, but recession risk casts a long shadow over their outlook despite easing inflation.
Fourth quarter GDP grew more than expected
Fourth quarter GDP surprised to the upside, but the underlying trend isn’t as strong as top-line growth suggests.
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