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Hurricanes weigh on single-family starts, but the underlying trend is flat.
The softening in the labor market remains very gradual.
October's improvement mostly reflects politics.
Weak October payrolls were only partly due to strikes and storms.
Weakness in the sector extends well beyond Boeing.
Hit to payrolls from Milton likely was limited.
No reason to change payroll forecasts, given ADP's poor record
Boost from Milton underwhelms, while claims elsewhere drop back.
Boeing strike weighs on an already struggling sector.
Helene and strikes obscure the underlying trend.
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