NYC job gains are widespread outside of finance, on tech hiring

Labour market conditions continue to improve

Job gains have remained very sturdy

If we're downshifting in jobs it's tiny

Wage gains are gradually starting to pick up

There's probably still a little slack in the labour market

Q3 GDP will be quite stronger that H1

H2 should be 2% or more

Q2 GDP was misleading due to a drag from inventories