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The labor market is cooling 💼
TKer has a bunch of past newsletters for context 📑
Jul 5
•
Sam Ro, CFA
25
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The labor market is cooling 💼
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Revisiting the key chart to watch amid the Fed's war on inflation 📈
A once-doubtful economic scenario has become reality 👍
Jul 2
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Sam Ro, CFA
19
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Revisiting the key chart to watch amid the Fed's war on inflation 📈
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We're taking that vacation whether we like it or not 🛫
What consumers do matters more than what they say 🙃
Jun 28
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Sam Ro, CFA
4
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We're taking that vacation whether we like it or not 🛫
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There's more to the story than 'excess savings are gone' 🤔
Just because one tailwind fades doesn't mean the economy is in trouble 💨
Jun 27
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Sam Ro, CFA
10
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There's more to the story than 'excess savings are gone' 🤔
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The simplest explanation isn't always the correct or complete one 😵💫
Plus a charted review of the macro crosscurrents 🔀
Jun 9
•
Sam Ro, CFA
21
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The simplest explanation isn't always the correct or complete one 😵💫
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The US economy is now less ‘coiled’ 📈
Job openings have normalized from extraordinary levels 🧳
Jun 4
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Sam Ro, CFA
7
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The US economy is now less ‘coiled’ 📈
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Rule No. 1 of analyzing the economy 📋
The professor who made the inverted yield curve famous nails it 🎯
May 28
•
Sam Ro, CFA
11
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Rule No. 1 of analyzing the economy 📋
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Stay mindful of the economic warning signs ⚠️
The economy remains strong, but it's been cooling 👀
May 15
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Sam Ro, CFA
11
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Stay mindful of the economic warning signs ⚠️
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Two seemingly contradictory charts about economists and the economy 📈📉
Who's surprising whom? 🤨
May 6
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Sam Ro, CFA
11
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Two seemingly contradictory charts about economists and the economy 📈📉
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Warren Buffett's warning about AI 🧐
Plus a charted review of the macro crosscurrents 🔀
May 5
•
Sam Ro, CFA
18
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Warren Buffett's warning about AI 🧐
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How U.S. economic strength was a drag on Q1 GDP 🤯
U.S. imports outpaced exports to weaker trading partners 🇺🇸
Apr 25
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Sam Ro, CFA
10
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How U.S. economic strength was a drag on Q1 GDP 🤯
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Higher oil prices meant something different in the past 🛢️
The U.S. economy and stock market will have both winners and losers ⚖️
Apr 22
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Sam Ro, CFA
12
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Higher oil prices meant something different in the past 🛢️
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