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The Numbers

Slowing US Labor Momentum Reinforces Defensive Positioning

by Felix-Antoine Vezina-Poirier, Chief Strategist  

The May US jobs report reinforces our defensive stance as labor momentum is slowing even if not collapsing. Payrolls rose 139k, beating estimates, but decelerating from a downwardly revised 147k. Two-month revisions cut 95k jobs, again signaling that initial…

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