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Insights: Labor Market
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Recent posts
Adem Tumerkan • Feb 4, 2026
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 • Jan 26, 2026
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 • Jun 23, 2026
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
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Adem Tumerkan • Sep 4, 2026
Bank Lending Defies High Rates, China’s EV Glut Goes Global, and U.S. Job Growth Gets Revised Away
Explore why bank lending remains loose despite high rates, how China’s EV glut is spreading globally, and why U.S. job growth keeps getting revised lower.
ChinaDeep DiveBankingAutos
Adem Tumerkan • Oct 23, 2026
The U.S. Labor Market Is Still Tight, France’s Debt Risks Mount, and Health Insurance Costs Outpace Wages
U.S. labor demand gets closer to supply, France's debt risks mount and employer health insurance costs rise faster than wages, squeezing workers.
Deep DiveDebt & CreditEurope