Lots More on the Growing Risks to the US Labor Market | Odd Lots

This podcast episode discusses the current state of the US economy, focusing on signs of a slowdown despite recent optimism. The hosts and guest analyze recent economic indicators like initial jobless claims and 10-year Treasury yields, noting a decline in the latter from 4.65% to 4.28%. They debate the impact of potential tariffs and government spending cuts on the labor market and inflation, highlighting the uncertainty surrounding price-setting behavior post-COVID. The discussion concludes by considering the implications for investors and the potential re-emergence of the inverse correlation between stocks and treasuries. A key takeaway is the increased vulnerability of the labor market due to lower hiring rates.