April jobs report shows signs of cooling

In this episode of J.P. Morgan's Making Sense, Fawaz Chaudhry, CIO of Horizon Global Partners (the equity thematic team at Fulcrum Asset Management) sits down with Eloise Goulder, head of the Data Assets and Alpha Group. They unpack why value is shifting from software to chips — ...  Show more

In this Making Sense episode, host Amaury Guzman is joined by Kevin Foley, global head of Capital Markets, and Tarek Hamid, head of North American Credit Research & Strategy, to unpack takeaways from J.P. Morgan’s 31st annual Global Leveraged Finance Conference in Miami. The trio ...  Show more

You can't make this stuff up. On today's show we are taking a deeper look at the incredibly strong January jobs report that 517,000 jobs were created in the month of January in the US. 

The report was at odds with the daily reports of layoffs in multiple industries ...

A new Consumer Price Index report was recently released by the Bureau of Labor Statistics. The report shows cooling inflation, and the likely end of future interest rate hikes by the Federal Reserve.On today's show, you're going to hear my take on this CPI report and how it will ...  Show more

Canada’s unemployment rate rose in June, despite a significant increase in the number of jobs. What impact will this mixed data have on the Bank of Canada as it gives its latest decision on interest rates? This episode, Chief Economist Eric Lascelles discusses what’s new in Canad ...  Show more

This week’s US reports provide a number of comforting signals to the Fed, putting any doubt about a September pause to rest. The signal on demand was strong and we raised our 3Q23 GDP forecast to a 3.5%ar gain. But there was positive signals on labor supply, productivity and sign ...  Show more