2 Income Powerhouses Entering Deep Bargain Territory

2025-09-24 16:27:55 ET

The real economy has now for several months and even quarters shown an increasing formation of unpleasant risks. The main ones are obviously the stubbornly high inflation and the weakening labor market. For the former, there is still a great degree of uncertainty on how the price levels will evolve, considering the lagged effects of tariffs. For the latter, we are also simply at too early stages to determine whether this will turn out to be a structural trend or just a temporary deviation from a relatively stable baseline jobs growth dynamic....

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