Jobs Report Looms as Mortgage Rates Hover Near Lows
Markets watch Friday jobs volatility, steady-lowish mortgage rates, and China’s CPI rise amid PPI deflation.
5 min read
Ben Carter
Ben Carter is a staff writer at P&L, covering markets, dealmaking, and public companies. He previously worked in equity research, focusing on valuation, earnings, and IPOs.
China CPI Hits Three-Year High as PPI Deflation Persists
December CPI rose 0.8% on seasonal food shifts, while PPI fell 1.9%, highlighting weak demand.
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Mixed Labor Signals Set Up Key Test in Jobs Report
ADP’s 41,000 December gain and lower JOLTS openings contrast with rising job-loss fears before Jan. 9.
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Mortgage Rates Edge Up but Hold Near Late-2024 Lows
Freddie Mac’s 30-year rate ticked to 6.16% as jobless claims lifted yields ahead of Friday jobs data.
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ADP Rebound, K-Shaped Growth Keep Fed On Edge
Jobs data and sticky wages collide with K-shaped growth, tariff uncertainty, and Venezuela’s oversupplied oil push.
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Trump’s Venezuela Oil Push Runs Into Oversupply and High Costs
With crude near $60 and breakevens around $80, heavy sour barrels need stability and incentives.
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Forecasters See K-Shaped Growth as Policy Drives Early 2026
Analysts expect expansion, with fiscal tailwinds masking rate- and price-driven strain on lower-income households.
2 min read
ADP Jobs Rebound, Sticky Wages Complicate Fed Cuts Outlook
December added 41,000 private jobs after a revised November decline, while job-changer pay rose 6.6%.
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