Executive Summary
Federal Reserve Chair Powell admitted payroll jobs were overstated by 60,000 monthly, meaning the US may have been losing jobs rather than adding them through most of 2025. This data corruption, combined with a 42-day government shutdown gap from October 1st to November 12th, has created unprecedented uncertainty in economic measurement. The Fed's dual mandate faces its worst-case scenario: cutting rates might help jobs but fuel inflation, while maintaining higher rates could control inflation b...
Key Investment Opportunity
Defensive Healthcare REIT Play
CareTrust REIT offers economic insensitivity through demographic-driven demand in senior housing and skilled nursing facilities
...and 1 more investment opportunities
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