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US payrolls | What to focus on. Who to anchor on.

Alessio Farhadi

Speevr Intelligence
September 1, 2023

For those who wish to get to the point: i) anchor your economic expectations on Jan Hatzius and David Mericle at Goldman Sachs, ii) focus on the ratio of job vacancies to the unemployment number as a guide to future Fed policy, and iii) absent a material shift in latter, US bond...

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