No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis: macro observation without specific asset or trade
Score459
Comments197
▶ Full Post Text
Just saw the latest ADP report and honestly, the divergence is pretty wild.
Expected: 48K
Actual: 22K
Previous: 41K
We're looking at a 50%+ drop here. It feels like the high interest rates are finally starting to break the labor market. Everyone keeps talking about a "soft landing," but these numbers tell a different story. If NFP follows this trend, things could get interesting.
What’s everyone’s move? Are you staying long or starting to de-risk? I've been tracking these for my finance project and this one definitely stands out.