Episode Details
| Title | Sahm Rule Triggered, Are We In A Recession? |
|---|---|
| Date | 8/7/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $JOBS - Discussing the current strength and growth in job additions and income, suggesting a bullish view on employment.
- “Consumer spending is growing, income is growing, jobs are being added.” - Claudia (0:00)
- “The typical metrics that the National Bureau of Economic Research uses to date recessions, they are by and large still increasing.” - Claudia (0:00)
- 🟢 $GROWTH - 🔒
Bearish:
- 🔻 $RECESSION - 🔒