Is the economy in good enough shape for the Fed to wait seven months for a first rate cut based on one jobs report?
Vonnie Quinn
Ven Ram
The jobs report was strong and laid low claims of a low-hire, low-fire environment; juxtaposed with AI productivity gains, it suggests the US economy has plenty of momentum.
Were fears over the labor market before the holidays misplaced? Can we tell from one delayed jobs report?
Vonnie Quinn
Ven Ram
You can barely argue for back-to-back rate cuts; the economy is firing on all cylinders.