Unemployment Claims Fall Short Of Expectations, Signaling Tight Job Market; Q1 GDP And Core PCE Revised Higher
Portfolio Pulse from Piero Cingari
The US job market remains strong as unemployment claims fall short of expectations, while Q1 GDP and core PCE are revised higher. Initial jobless claims were at 229,000, below the expected 245,000. The nation's GDP growth for Q1 2023 has been revised up from 1.1% to 1.3%. The US dollar index strengthened, and S&P 500 futures are up 0.2%.

May 25, 2023 | 1:03 pm
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POSITIVE IMPACT
The US dollar index, tracked by the Invesco DB USD Index Bullish Fund ETF (UUP), strengthened by rising 0.2% after the data prints.
The positive job market data and the upward revision of Q1 GDP growth indicate a strong US economy, which in turn strengthens the US dollar index. As UUP tracks the US dollar index, it is expected to benefit from this news in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Gold, which is tracked by SPDR Gold Trust (GLD), plummeted 0.8% to $1,944/oz.
The strong US job market and upward revision of Q1 GDP growth signal a robust economy, which typically leads to a decrease in demand for safe-haven assets like gold. As GLD tracks the price of gold, it is expected to be negatively impacted by this news in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100