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LinkedIn Post: Understanding the Federal Reserve's Twin Mandate 🏛️ Understanding the Federal Reserve’s Twin Mandate: Employment vs. Inflation 🏛️ The Federal Reserve operates under a dual mandate: maintaining stable prices and maximizing employment. With inflation appearing to stabilize, the Fed’s focus has shifted to the labor market. Recent job data, including falling Jolts job openings and soft ADP figures, suggests potential weakness. As the Fed contemplates a possible 50bps rate cut by year-end, today's nonfarm payroll report could heavily influence their decision. A weak labor print could push the Fed toward more aggressive rate cuts, impacting the dollar, gold, and bond markets. #FederalReserve #InterestRates #EconomicData #ForexTrading #Inflation #Employment #NFP #MarketAnalysis #FX #LinkedIn 

#HappyFriday #Jobsday Jobs report came out this morning. Weaker than expected, but a tricky number because of the impact from the hurricanes and the Boeing labor strike. Prior month's revised downward, probably gives the Fed some cover for Wednesday's meeting. Fed has targeted they will cut interest rates 0.25% on Wed...let's see if that holds.... ....oh yeah, the Fed meeting is the day after the election....it's not out of the realm of possibilities that we know what the Fed will do before we know who the next president is...... There's been a ton of ink spilled on: "How to position your portfolio for the election results?" Or, "How will the market react given who wins?" Short term....that's all trader talk....long term, for investors, the outcome of the election on financial markets will be more about who takes Congress, rather than necessarily the Whitehouse. Reach out if you want to chat about politics and the financial markets: jpetrides@tocqueville.com (or if you want to get into a real debate like: which catch was better at MetLife Stadium: Odell Beckham Jr, or last night's #GarrettWilson ?) #tocquevilleassetmanagement #wealthmanagement #longterminvesting #riskmanagement #financialadvice #retirementincome

🗓️ This week will be dominated by USD news: 🔹 Powell speech tonight 🔹 US labor market data - unemployment claims - JOLTS job openings 🔹 NFP week Let's see how the US economy is holding up 2 weeks after the FED cut rates by 50bps 👀 #FED #ratecut #interestrates #labormarket #NFP #DXY #USD #Powell #unemployment

Believing a 25 OR a 50bp cut in Sept will do anything at all for the near term trajectory of employment is misguided. Two and a half years after the Fed began hiking interest rates, we are starting to see employment deterioration. This lag effect is on par with every single other Fed policy tweak in history. The economy is a barge, not a jet ski. The market’s need for instant gratification creates alpha opportunities for those who can parse between the cyclical and secular horizons. #fed #rates #economy #markets

You are not in a recession when job growth of 114K occurs, unemployment rate is 4.3% and over $50B of corporate bonds get issued in one day! Labor Participation Rate of 62.7% and part-time jobs growing just means employees have fewer options, not none. So the pendulum has swung to ‘normal’ in labor markets. ALL (feels like a big word) the #FederalReserve needs to do is pivot to QE decisively with a 50 bps cut in 2 weeks and signal a new cycle. Capital markets can breathe again and #CRE and #Housing can help accomplish the dual mandate. #SoftLanding

The Fed’s dual mandate: stable prices and full employment. With inflation steady, the spotlight is on jobs. As payroll numbers decline and jobless claims rise, will the Fed act with more aggressive rate cuts? #forex #fundamentalanalysis #forextrading

THIS IS WHY YOU DO NOT CUT INTEREST WITH INFLATION SOARING. FOMC AND FED ARE EITHER INCOMPETENT OR UNINFORMED OR BOTH

🇺🇸 Federal Reserve Chairman Powell noted that a decrease in the hiring rate indicates a potential weakening in the labor market. He also mentioned that wages are currently at a stable and sustainable level. #FederalReserve #LaborMarketTrends #StockMarketNews

#JOLTS: A robust rebound in job openings suggests limited lingering aftershocks to labor market activity following October’s double-whammy of storms and strikes. Should Friday’s Jobs Report also suggest healthy levels of labor market activity, the Federal Reserve will likely recalibrate monetary policy when they meet next and in 2025 to more forcefully seek progress on inflation. Read my full statement on the October #JOLTS below.

--- ### Unpacking the Latest Unemployment Data: What It Means for Investors As seasoned investors, understanding the relationship between unemployment metrics and market sentiment is crucial. Recent data has shed light on the labor market landscape, and the implications for the stock market cannot be understated. #Claims #decrease #increasing #Insured #Jobless #Labor #Market #Pressure #unemployment