Jobless Claims Fall, but Continuing Claims Signal Labor Strain
Initial claims dropped to 224,000, yet rising continuing claims and 4.6% unemployment could sway Fed easing.
Macro indicators, policy shifts, and economic forces shaping growth and inflation.
Initial claims dropped to 224,000, yet rising continuing claims and 4.6% unemployment could sway Fed easing.
October’s 105,000 job drop and 4.6% unemployment print were noisy, but point to softer hiring and wages.
November payrolls rebounded but unemployment, underemployment, and wage growth weakened, while October retail sales stalled.
Markets brace for a noisy October-November jobs dump, with forecasts near 40,000–50,000 and rising unemployment.
Retail sales and investment weakened in November, and markets await clear, consumption-focused fiscal support details.
Markets now price fewer ECB cuts and even possible hikes as disinflation stalls and growth stays modest.
Tourism weakness and job-loss risks could weigh through 2026, while construction and Maui rebuild projects buffer growth.
Friday, Statistics Canada reported that the economy grew at an annualized 2.6% in the third quarter, surprising to the upside and narrowly avoiding a technical recession after a revised
Tuesday’s release of delayed economic data showed a U.S. consumer backdrop that is weakening at the margins even as headline growth remains solid. September retail sales rose just
KSS +7.40%BBY +3.33%As of Nov 26, 2025 10:26 AM ET • Data via Yahoo! Finance On Tuesday, the Conference Board’s Consumer Confidence Index fell to
WMT -1.67%TGT +4.71%As of Nov 21, 2025 10:05 PM ET • Data via Yahoo! Finance On Nov. 14 and again this week, President Donald Trump moved
Thursday's long-delayed report from the Bureau of Labor Statistics showed nonfarm payrolls rose by 119,000 in September, a surprise to the upside that ended a weeks-long data