NFP, Tariffs, and the Trade-Off That Matters
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NFP, Tariffs, and the Trade-Off That Matters
As we head into this week’s labor data with ADP tonight and NFP tomorrow, I’m watching the numbers more closely than usual. Not because employment has suddenly become more important in isolation, but because we're at a macro crossroads where a murky inflation picture, weakening consumer demand, and geopolitical price distortions all converge and the labor market may be the cleanest signal left.
