Gavekal Capital: More Positive US Labor Data

Thursday, January 9, 2014

More Positive US Labor Data

On the heels of a solid ADP report yesterday, we had two more above average releases this morning. Initial jobless claims fell by 15,000 and the often watched four-week moving average dropped by almost 10,000. Challenger layoffs reported the lowest level of layoffs since June 2000.

About Gavekal Capital

Gavekal Capital is a US registered investment advisory firm that manages the Gavekal Knowledge Leaders Strategy. Knowledge Leaders are a group of the world’s leading innovators with deep reservoirs of intangible capital. These companies often possess competitive advantages such as strong brand, proprietary knowledge or a unique distribution mechanism. Knowledge Leaders are largely service-based and advanced manufacturing businesses, often operating globally. Gavekal Capital seeks to identify the world’s leading knowledge companies through a proprietary process that analyzes corporate knowledge investments.
We offer the Gavekal Knowledge Leaders Strategy in multiple products for global investors. For more information about our product offerings please visit http://www.gavekalcapital.com.
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