Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

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βš οΈπŸ‡ΊπŸ‡Έ#consumer #us #warning #saving #labor #inflation #stimulus
US consumer stopped actively saving.
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WSJ: Americans are now running through large piles of extra cash they accumulated as a result of government stimulus. As they deplete their savings, some workers might re-enter the labor force and help businesses fill job openings and meet production needs.
β—οΈπŸŒ#logistic #sea #world #labor
Russian invasion added crew shortages for the global shipping industry.

#inflation
πŸ‡ΊπŸ‡Έ#labor #inflation #us
US - Labor market is overheated = Max over 77 years = 5M more job vacancies than workers
πŸ‡ͺπŸ‡Ί#labor #europe #inflation
EU - Unemployment rate = Min since 1998
πŸ’₯πŸ‡ΊπŸ‡Έ#labor #us #unemployment #inflation
US - Number of job openings = 11.5M = Record since 2000

In March, there were 1.9 jobs available for each unemployed worker, far above the pre-pandemic ratio, which was 1.2 in February 2020
πŸ‡ΊπŸ‡Έ#wage #labor #us #inflation
Real wage growth continues to decline
β—οΈπŸ‡ΊπŸ‡Έ#retirement #us #labor #shortage
As of late 2021, 50.3% of U.S. adults 55 and older said they had retired from the workforce - Pew Research

#GNW
⚠️#economy #us #macro
US labor market shows signs of cooling

#labor #layoff #wage
βš οΈπŸ‡ΊπŸ‡Έ#economy #us #labor
Crescat: number of permanent job losses has begun to rise significantly = the 2008 crisis level

the overall labor market is not as healthy as it seems
βš οΈπŸ‡ΊπŸ‡Έ#economy #us #labor
πŸ‡ΊπŸ‡ΈπŸ‡¨πŸ‡³#labor #us #china #macro
the cost of labor in the US and China is almost the same
🌎#ai #labor #macro
27% of jobs at high risk from AI revolution β€” OECD
βš οΈπŸ‡ΊπŸ‡Έ#stocks #us #labor #divergence #macro
βš οΈπŸ‡ΊπŸ‡Έ#economy #us #markets #history
US unemployment rate is at record lows and seems to be rising = bearish signal

#labor
πŸ‡ΊπŸ‡Έ#us #economy #inversion #labor #history
Cresacat: expect an increase in unemployment in the coming months based on historical correlation.

⚠️ weakening US labor market may put pressure on stocks - details

⚠️ rising unemployment from historically low levels typically preceded economic and market crashes - details
βš οΈπŸ‡ΊπŸ‡Έ#stocks #us #labor #warning
Bloomberg highlights a significant negative divergence between the S&P 500 and the US labor market = threat to the US stock market
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the rise in unemployment from historically low levels typically precedes economic and market crashes - details