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Some thoughts on US jobs numbers and market volatility

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Some thoughts on US jobs numbers and market volatility

Edward Harrison
Sep 4, 2020
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Some thoughts on US jobs numbers and market volatility

pro.creditwritedowns.com

I have three threads I want to say a few words on: jobless claims, the jobs report and recent market volatility. I think the macro theme that connects them is about a reversion to the mean' in real economy versus financial economy performance. And I will start by framing it that way.

Is this a recovery?

Back in 2009, I was relatively early in calling the …

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