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Macro

US Continuing Jobless Claims Fall to 1.774 Million

US continuing jobless claims for the week ended August 29 came in at 1.774 million, below the 1.78 million expected and down from the prior reading of 1.779 million. The insured unemployment figure tracks the number of people receiving ongoing benefits after an initial claim.

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AI take

The marginal decline in continuing claims suggests layoffs are not accelerating, but the move is small enough that it says little about rehiring. For risk assets, including crypto, the read-through is indirect: a labor market that isn't deteriorating sharply gives the Fed less urgency to ease, which keeps the macro backdrop for liquidity-sensitive trades in a holding pattern. Whether continuing claims keep drifting lower or stall is the open question.

Generated by AI for reference only.

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