Lark Davis|Dec 17, 2025 13:34
The US labor market continues to weaken
US unemployment is now at the highest level since September 2021
If the labor market continues to weaken, rate cuts odds for January could start creeping up
And the Fed could be forced to do multiple rate cuts and further liquidity injections throughout 2026
A bad labor market is good news for risk assets.(Lark Davis)
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