Derek Izuel | Source | Chief Investment Officer at Shelton Capital Management
Derek Izuel
Derek is the Chief Investment Officer at Shelton Capital Management. He is an experienced senior investment professional with a demonstrated history of success in portfolio management and leading investment teams. Derek has an extensive background in the use of data science and machine learning to produce alpha. He has an ability to communicate sophisticated investment processes to institutional and retail clients.
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The Fed is trying to engineer a slowdown in the economy – to do so you need to see job openings decline and unemployment go up, hopefully in a slow and controlled manner. Job openings declined in August by 10% — a good sign — but now have reversed over half that drop. The consensus was that it would continue to decline by about 500,000 instead it increased the same amount. This data point is telling the Fed they cannot let up on the brakes yet. There are many indicators the Fed uses, but they have mentioned that this one is important to them.
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What Does September’s Job Openings Report Mean for Fed’s Inflation Fight?
The number of job openings increased to 10.7 million -- an increase of 437,000 available jobs -- in September, partially offsetting a sharp decline in August, in a troubling sign for persistent...
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Shelton Capital Management
Chief Investment Officer