Labor market momentum (change in payrolls) has slowed, but the level of activity (unemployment rate) remains strong; the flatline in aggregate hours (employment × work week) despite 2-2.5% growth suggests hours must eventually grow to match economy, creating job growth or work week extension.

factualpending

Speaker

Neil Dutta

Evidence Quote

there's two ways of looking at economic data right the first is momentum so a momentum indicator would be something like the change in payrolls and then there's looking at the level of activity right

Source

Why The 2023 Recession Never Happened | Neil DuttaForward Guidance
Created: 8/12/2026, 6:02:32 PM

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