Economy

Real average weekly earnings cooling, up only 0.5% year over year, but that's less than in January.

He also puts the possibility of a US recession at 65%.

The added jobs were also concentrated in a few industries, raising the question of how broad the economic growth might be.

If the economy behaves 'broadly as expected,' lowering rates this year 'will likely be appropriate,' but uncertainty is still key.

And interest rates cuts aren't coming until the central bank has 'greater confidence' that inflation is moving toward 2%.

It was mostly good news after the turnback of January's inflation figure, but comparisons to revised December figures were less cheerful.

It's another of many different takes on what might happen ahead.

To find bulk opportunities, investors must navigate a new capital markets chapter, rising loan maturities, and the uncertainty of an election year.