Today’s podcast covers Job’s Friday and the rest of the labor reports we had last week. The question is whether the Fed is winning the war against the labor market and how much damage it needs to obtain before calling uncle and pivoting. My theme since 2022 has been simple: they need the labor market to break. It hasn’t broken yet, but they have made good progress in achieving their goal.
For those who prefer a YouTube channel, HousingWire has its YouTube channel, and both podcasts each week will be there now.
Every weekend for HousingWire, we bring out the weekly HousingWire Tracker report, where I take a deep dive into the current and forward-looking housing data lines so you can be up to date with the data lines that matter in housing. If you would like to join HW Plus to have access to the tracker, please use my LoganVIP20 code.
“In three words, I can sum up everything I’ve learned about life: it goes on.” -Robert Frost.
Logan Mohtashami is a Lead Analyst for Housing Wire, a financial writer, and a blogger covering the U.S. economy with a specialization in the housing market. Logan Mohtashami, now retired, spends his days and nights looking at charts and nothing else.