Posts by P&L Staff Posts by P&L Staff Posts by P&L Staff
Posts by P&L Staff Posts by P&L Staff Posts by P&L Staff
P&L Staff
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.
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.
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.
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%.
Stocks Near Records as Tariffs Threaten Growth
Equities climbed near highs as investors downplayed inflation risk, but tariffs cloud 2025 growth prospects and energy.
Tariffs May Hit Growth More Than Inflation in 2025
Research suggests actual tariff rates trail announced levels, muting price pass-through but worsening growth and unemployment risks.