3-Circle Investments

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Payrolls tomorrow - Big Number whispered. The Hawks come out at night
3circleinvestments.substack.com

Payrolls tomorrow - Big Number whispered. The Hawks come out at night

Craig Shapiro
Jan 7
Share this post
Payrolls tomorrow - Big Number whispered. The Hawks come out at night
3circleinvestments.substack.com

Whisper number for payrolls as high as 1m jobs. If we get that + firm AHE into a 7 handle for CPI next week, we have reached max employment with inflation overshoot and more concerns about unanchored expectations. Expect Powell to drive hawkish message home next week’s testimony.

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Payrolls tomorrow - Big Number whispered. The Hawks come out at night
3circleinvestments.substack.com
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