TKer by Sam Ro

'Labor hoarding' has become the hot theory explaining why layoffs are low 🧐

There haven't been many bankruptcy filings 🫰

Americans seeking work are getting work 🚀

A bunch of charts showing how supply chains have improved⛓

Proof that the stock market has been expecting a lot worse 🤯

The uptick in mortgage, auto loan, and credit card debt delinquencies is notable but not alarming ⚠️

You'd think there'd be more layoffs by now 🤔

What if the markets are misreading the Fed 😵‍💫 🥊

Three things to remember as earnings expectations get slashed 🪓

Not officially a recession, but not great either 📉

These charts explain Walmart's stunning profit warning 📉

Prominent economist raises doubts about a troubling labor market indicator 🧐