Frances Donald of RBC Capital Markets analyzed the May jobs report, highlighting broad sector gains, signs of a stable consumer, and no evidence of tariffs impacting the job market. She uses the NFP number to forecast the economy 6-12 months ahead, confirming their view of around 2% growth this year.
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RBC Capital Markets
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Investment Bank $1200.00B
Frances Donald 8.0
Investment Bank $1200.00B
Frances Donald 8.0
6/5/2026 7:19:50 PM
dxy
The host noted 'dollar stronger' after the jobs report, and Frances Donald did not contradict this, implying agreement with the market reaction.
| 3/30/2026 9:16:00 AM | medium term up | 20 days later | -1.91% | -1.91% |
yields
The host noted 'yields higher' after the jobs report, and Frances Donald did not contradict this, implying agreement with the market reaction.
| 5/20/2026 12:53:07 PM | medium term up | 20 days later | -0.96% | -0.96% |
| 5/15/2026 1:42:44 PM | medium term up | 21 days later | -1.54% | -1.54% |
| 4/28/2026 10:28:30 AM | medium term cautious up | 20 days later | +5.64% | +2.82% |
| 4/27/2026 12:42:02 PM | short term cautious up | 6 days later | +2.11% | +1.06% |
| 4/24/2026 9:54:32 PM | medium term cautious up | 21 days later | +6.62% | +3.31% |
| 4/13/2026 9:11:49 AM | medium term up | 20 days later | +4.46% | +4.46% |
| 3/30/2026 7:24:50 PM | medium term cautious up | 20 days later | -1.41% | -0.71% |
| 12/24/2025 8:45:08 PM | medium term up | 20 days later | +0.58% | +0.58% |
| 10/29/2025 8:40:43 PM | medium term cautious down | 20 days later | +0.98% | -0.49% |
| 10/14/2025 1:23:21 AM | medium term cautious up | 20 days later | +1.06% | +0.53% |
| 10/2/2025 4:24:17 PM | short term cautious down | 5 days later | +0.24% | -0.12% |
| 9/30/2025 2:00:39 AM | short term cautious up | 5 days later | +1.36% | +0.68% |
| 9/16/2025 5:59:07 PM | short term cautious down | 5 days later | +1.64% | -0.82% |
| 9/11/2025 2:15:18 AM | short term cautious down | 5 days later | +0.37% | -0.18% |
