- Macro Monday
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- All Eyes On Employment To Kick Off 2025
All Eyes On Employment To Kick Off 2025
The Macro Institute's Weekly Economic Primer
As the title of the chart implies, this week is chock full of employment stats. We will get ADP on Wednesday as well as Claims due to the market closure on Thursday. Challenger Job Cuts will still land on Thursday, and finally, the monthly payrolls report on Friday. However, the JOLTs report on Tuesday will have most of our attention as it gives us an update on the number of job openings in the economy. This number explains a lot about what has happened in the economy in the last few years – and potentially the year ahead. We’ll get a read on current labor market tightness before the new administration comes into office and potentially impacts the data. Also, keep a close eye on payrolls on Friday, especially Overtime Hours.
The Macro Week Ahead
The Macro Specialist Designation (M2 SD)
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The Macro Week In Review
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In this role you will develop capital markets perspectives, portfolio strategy, and trade ideas through original research and apply macroeconomic themes to alternative and private markets conditions.
You will focus primarily on developing and presenting a broad strategic and tactical asset allocation across different products/markets and jurisdictions. You will part of a team that has the objective to develop a coherent framework for valuations and positioning across asset classes.
This candidate will closely monitor political and policy developments
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What We Read This Weekend
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