Macro-to-Micro by Samantha LaDuc

Macro-to-Micro by Samantha LaDuc

RECESSION RISK JUST GOT PULLED FORWARD, AGAIN

Employment Risks Bear Watching - so does real GDP output into end-of-year...

Samantha LaDuc's avatar
Samantha LaDuc
Sep 08, 2025
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  • Rate Cuts Into Rising Inflation & Rising Unemployment

  • Labor Market Is Cracking

  • Sept FOMC Cutting 50bp Means Fed Admits Imminent Recession

  • Rate Cuts Into Slowing Growth

  • Employment, Inflation & Growth Event Risks Coming Up

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