Issue 43 – The Employment Situation Is Normalizing, Bringing the “Immaculate Disinflation” Narrative Alive

Fifteen years ago, macro commentaries were read by few investors, even institutional ones. Now, however, almost all economic prints have been commoditized by nerdy market strategists. Interpretations of these are pushed by high-profile investment banks to show how well informed they are; and, in turn, how they have integrated the data in their thinking to support their broadcast outlook for business activity and the financial markets.

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By Hubert Marleau

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