September 4, 2024

LOCKED The Fed and Employment

  • Historically, a tightening cycle typically results in a recession led by labour weakness
  • The current US employment backdrop looks very precariously balanced
  • However, until we see layoffs, in theory, policy support could save the day
  • Thus, a reacceleration of activity (like last year or even in 1966-67) is still possible
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LOCKED Japan News Weekly Digest | 8/26 -9/2

More content for you in an easily digestible format! The Japan News Weekly Digest is our weekly summary of the Japan Update. This piece encapsulates and references the Japan Updates published in the last week so you can easily understand what you may need to dig into. 

As a quick reminder, the Japan Update, our market commentary piece, is uniquely sourced from Japanese language publications. Published 10-15 times a month and written by Jeff Uscher, a Western educated and US located, fluent Japanese financial writer. You can always sign up to receive the Japan Update when it is initially published in your account notification settings. As always, please reach out with any questions or comments!

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