Snowballing Job Weakness
Jobs miss expectations: Only 22,000 jobs added in August vs. 75,000 expected.
Revisions sting: June showed net job losses — first since 2020.
Breakeven jobs lower: Now ~32k–82k/month, thanks to reduced immigration.
Fed independence under fire: Political interference raises long-term inflation risks.
Investor takeaway: Stay diversified, cautious on Treasurys, and consider global exposure.
Why it matters for YOU:
- Recession risks are rising
- Political pressure on the Fed adds uncertainty
- Diversification & global exposure are key
The economy may be slowing, but long-term investors can still navigate uncertainty by staying disciplined and diversified.

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