by New Deal democrat
I submitted a long post on the above to Seeking Alpha. They haven’t put it up yet. When they do, I’ll link to it here. UPDATE: Here’s the link.
Long story short: you all know that a year ago I forecast a slowdown by about mid-year this year. Everything except for portions of GDP and jobs has acted in accordance with that forecast.
And, judging by this morning’s ADP jobs report for May:
the official jobs report may finally follow suit this Friday