10th May 2021
- Headline payroll result represents largest miss, in terms of magnitude, since mid-90s. However, underlying dynamics not quite as straightforward
- Suggestion that fiscal stimulus is dissuading people from taking jobs – can this hamper future stimulus spending?
- With inflation expectations surging, along with general market risk taking, Fed faces policy dilemma
For more information please contact Rubrics Asset Management. email@example.com.