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Insights: Labor Market
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Recent posts
Adem Tumerkan • Recent
Bank Stress Builds, Housing Locks Out a Generation, and Jobs Freeze Up
Fed repo injections hit $125B as bank liquidity tightens, housing affordability locks out first-time buyers, and layoffs accelerate across the U.S. economy
Deep DiveLiquidityLabor MarketHousing
Adem Tumerkan • Recent
U.S. Job Market Slowdown: BLS Revisions Reveal Hidden Weakness
The U.S. labor market is weaker than headline jobs suggest. Massive BLS revisions, falling private payrolls, and data flaws reveal years of slowdown.
MacroMorning PourLabor Market
Adem Tumerkan • Recent
Inflation Corners the Fed, 6.2M Workers Go Dark, and China's Consumer Breaks
Inflation and unemployment are 0.1 points apart, 6.2 million workers have disappeared from the jobs data, and China's consumer just posted its first spending drop since 2022
ChinaInflationDeep Dive