7/7 MacroEdge Weekly Report: Rate Cut Route 66, Q3 MacroEdge Vision Update, and Gypsy Door Dashers (A Research Special)
In this Sunday evening report, the MacroEdge Team dives into research conducted into Door Dashers, highlights things to watch post rate-cuts like credit spreads and the VIX, and more.
Rate Cuts Route 66 (@DonMiami3, MacroEdge Chief Economist)
Happy Sunday evening all,
This evening I will keep it pretty short as we have some fantastic input from our team below covering some of the most important and evolving trends in both the economy as well as the financial markets. As discussed in last night’s labor market report (which you can view by finding yesterday’s release or email) - we continue to observe a labor market that is cooling (and speeding up the pace).
Our full release on what’s coming with MacroEdge Global and MacroEdge TV will be shared sometime this week, as well as some of the things that are further on the horizon for us into 2025. Time sure is flying.
There will be a full real estate report coming Tuesday evening from Ulysses Awsumb on the state of everything residential real estate - so don’t miss it.
With the focus for the second half of the year being towards one of rate cuts due to weakening labor market - tonight I’ll kick us off with a look at historical volatility, credit spreads, S&P performance post-cuts, and a quick Florida unemployment comparison to each recent cycle.
