The jobs numbers aren't anything to crow about. Looking at a Y/Y basis Information lost 79,000 jobs (3.8% to 7.0% UE), Mining went from 2.0 to 6.8% (21,000 decrease) and Leisure/Hospitality 5.6 to 6.7% (178,000 decrease). This is before any revisions to the monthly or quarterly stats.
Agriculture is an immigration story given the legal status of workers.
Self-employed is troublesome as a category.
The market is currently overweight in AI related valuations and the vendor financing aspect is just playing with house money. (Not financial advice, go to a CFA who understands your specific needs.)
The Fed will pause... no Government Data at a granular level is an easy out.
Shiller's CAPE (Cyclically Adjusted P/E Ratio) is showing signs of pain ahead.
It really comes down to your news sourcing and current job/income situation.
The jobs numbers aren't anything to crow about. Looking at a Y/Y basis Information lost 79,000 jobs (3.8% to 7.0% UE), Mining went from 2.0 to 6.8% (21,000 decrease) and Leisure/Hospitality 5.6 to 6.7% (178,000 decrease). This is before any revisions to the monthly or quarterly stats.
Agriculture is an immigration story given the legal status of workers.
Self-employed is troublesome as a category.
The market is currently overweight in AI related valuations and the vendor financing aspect is just playing with house money. (Not financial advice, go to a CFA who understands your specific needs.)
The Fed will pause... no Government Data at a granular level is an easy out.
Shiller's CAPE (Cyclically Adjusted P/E Ratio) is showing signs of pain ahead.
It really comes down to your news sourcing and current job/income situation.