September Payrolls Miss Every Estimate, Wage Growth Slowest Since 2021
Payrolls rose just 29,000 with 60,000 in downward revisions, but household employment jumped 406,000.
Investors Begin Turn With Higher Rates Here to Stay
Investors appear to be fully pricing in the bad news as we start the fourth quarter.
What’s Next for Asian Stocks as Year Ends?
There was a sharp turnaround in Asia’s top-performing sector in Q3. Here’s why that’s unlikely to last.
Job Cuts Hit 4-Year Low but September Hiring Plummets
September job cuts fell, but hiring plans were the least for the month since 2011.
September Trading Sees Fitting End With Higher Rates and 2 Tiers
Bonds had good reasons to rally and didn’t, which benefited the AI mega caps.
Job Growth Rebounds to 3-Month High as Manufacturing Hits Four-Year High
ADP’s gauge of private payrolls beat expectations on a rebound in goods producers.
Lower Oil, Dovish Fed Can’t Stop the Bond Selloff
The problem clearly runs deeper than the next Federal Reserve meeting.
Another Trump-Xi Meeting Disappoints, Though China Can Claim Win
Investors have little to cheer about after five summits between the leaders.
The Indices Are Breaking Down, But This Correction Isn’t Over Yet
Resist the temptation to bottom fish stocks that have no support.