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E6: Is job growth deflationary, why China is not bouncing, grab your seat in Threads
Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720, discuss how the ADP jobs figures are not reliable and why strong job figures may be deflationary. Why don't the Chinese don't feel like it's the roaring 20s after the COVID lockdowns? Vulnerability of Twitter creates opportunity for Threads. Threads is a new restaurant; take any seat you want. Armageddon is tear-jerker.
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By Donnovan Andrews, Tom Lee, Chi TsangDonnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720, discuss how the ADP jobs figures are not reliable and why strong job figures may be deflationary. Why don't the Chinese don't feel like it's the roaring 20s after the COVID lockdowns? Vulnerability of Twitter creates opportunity for Threads. Threads is a new restaurant; take any seat you want. Armageddon is tear-jerker.