THE WEEK AHEAD ECONOMIC DATA RELEASE 30TH NOV 2025 EX OIL COMMODITIES ARE SET FOR MORE UPSIDE IN CY26 CHINA IS IRREVERSABLY DECOUPLING FROM US: THINK 2027, THINK TAIWAN IS THIS DECEMBER DIFFERENT FOR DOLLAR THE WEEK AHEAD ECONOMIC DATA RELEASE 23RD NOV 2025 DUTCH PENSION REFORMS: THE NEXT LONG END WORRY NVIDIA: WINNER TAKES IT ALL UK AUTMN BUDGET: PREVIEW BUY 10YR UK GILTS AGAINST SELL 10YR GERMAN BUNDS BUY 10YR UK GILTS SELL 10YR UST BUY S&P 500

WORSENING US EMPLOYMENT: JUNE'24 NON FARM PAYROLL REVIEW

ADMIN || 6th July 2024

Though on the headline number, June NFP was higher than market estimates, the internals were quite poor. First there was the revision of 110,000 for the past two month reading i.e. April & May. Then the UR shooting up to 4.1% was another disturbing fact. The most reliable Sahm rule for indicating onset of recession has also been triggered.

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