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Hedge Connection is pleased to introduce another DAILY INTELLIGENCE BRIEFING provided by McAlinden Research Partners. A unique briefing is presented early each week as a way to quickly glean important current trends in the global news flow and economic data. This extremely comprehensive report provides a way to identify actionable investment themes early. A snapshot of this report is available to the public on The Edge and full reports can be accessed through Hedge Connection.

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Daily Intelligence Briefing for June 9

Today’s Issue Cluster: US Labor 

  • Payrolls have finally recovered recession losses … health care leads, manufacturing and government jobs lag
  • Adjusted for the increase in population, payrolls still have another 7 million jobs to go
  • Payroll recoveries have been taking longer since 1974
  • The participation rate is still trending down, unlike the UK where women are still entering the labor force
  • Job growth is lagging in large urban counties
  • Half of workers without a job for 2+ years have given up … but 90% hope to land a job in the next 6 months
  • More research shows that few long-term unemployed workers re-enter the labor force … short-term unemployment can be a better guide
  • The Beveridge Curve is normalizing: job openings are in better alignment with the unemployment rate
http://s.wsj.net/public/resources/images/BN-DC996_backto_G_20140606092142.jpg

 

Best of the Rest
IMF – Lagarde foresees a day when the IMF will move to China after it becomes the largest shareholder
Livestock – The PEDv virus is decimating US pork production … futures are up nearly 50% this year
Carbon – China’s climate office says that carbon emissions won’t be cut anytime soon … maybe an incremental “cap”  instead

Members can click here for the full report. (You must be logged in first)

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McAlinden Research Partners, a division of Catalpa Capital Advisors, provides daily, weekly, and other periodic reports that identify actionable investment themes early. As students of change, we specialize in the identification of critical inflection points for asset classes, industry groups, and other clusters of securities. MRP reports complement the individual investment styles of clients by guiding them to where they can find investment opportunities. MRP clients include pension funds, sovereign wealth funds, private banks, asset managers and wealth advisors from around the world.

Disclaimer:

The information provided in this presentation (the “Report”) is not to be reproduced or distributed to any other persons. This Report has been prepared solely for informational purposes and is not an offer to buy/sell/endorse or a solicitation of an offer to buy/sell/endorse Interests or any other security or instrument or to participate in any trading or investment strategy. No representation or warranty (express or implied) is made or can be given with respect to the sequence, accuracy, completeness, or timeliness of the information in this Report. Unless otherwise noted, sources for public data include Bloomberg, Trading Economics, and FRED (Federal Reserve Bank of St. Louis Economic Data).

McAlinden Research publishes daily, weekly, and other periodic reports on the economy and the markets. Catalpa Capital Advisors, LLC (CCA) is a Registered Investment Advisor which manages client accounts. References to specific securities, asset classes and financial markets discussed herein by McAlinden Research are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities. Securities discussed in the Report may or may not be held in accounts managed by CCA and/or its associated persons, and changes in those accounts may be made at any time without notice to its subscribers. Neither McAlinden Research nor CCA is under an obligation to inform research recipients if any accounts managed by CCA subsequently purchase or sell securities discussed by McAlinden Research and they do not anticipate providing such information.
 

 

 

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