“The US is all about fine-tuning the soft-landing trajectory. The latest jobs report points to lower recession risks and a robust economy. The Federal Reserve is unlikely to ease monetary policy aggressively, opting instead for smaller interest rate cuts. The conflict in the Middle East is boiling over and ignites fears of escalation and oil supply disruptions. A pleasant surprise for the US economy: The September employment report surprised with a much higher increase in non-farm payrolls, while at the same time, the unemployment rate fell to 4.1%. Unemployment fell despite a solid 150,000 increase in the labour force in September, which was more than offset by higher employment.” Læs hele analysen her.
Morten W. Langer
Vær et skridt foran
Få unik indsigt i de vigtigste erhvervsbegivenheder og dybdegående analyser, så du som investor, rådgiver og topleder kan handle proaktivt og kapitalisere på ændringer.
- Vi filtrerer støjen fra den daglige nyhedscyklus og analyserer de mest betydningsfulde tendenser.
- Du får dybdegående og faktatjekket journalistik om vigtige erhvervsbegivenheder lige nu.
- Adgang til alle artikler på ugebrev.dk.