About this episode
This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the delayed December jobs report and explains why softer hiring may not signal economic weakness, highlighting employment as a lagging indicator and the growing divide between sector winners and losers in the labor market. She also examines what the latest data means for the Federal Reserve’s rate path, why borrowing costs continue to diverge from Fed policy, and how renewed discussions around Fannie Mae and Freddie Mac could influence mortgage rates, raising important questions for businesses and borrowers navigating ongoing uncertainty.