Marketplace What are corporate outlooks without federal data?
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Oct 21, 2025 Major companies are navigating their earnings forecasts without crucial federal data. The discussion highlights how labor productivity improvements could spark hiring, even amid cautious trends. There's insight into the Fed's strategy to buy Treasuries and stabilize markets. The used car market remains high due to new car shortages and changing consumer preferences. Plus, a fascinating look at the rise of hobbyist gold prospectors amid soaring prices reveals a modern gold rush. Tune in for the latest economic twists!
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Productivity Could Rekindle Hiring
- Labor productivity gains since the pandemic could prompt firms to hire more as output per worker rises.
- Increased productivity may also allow firms to raise wages and boost consumer demand over the next year.
Corporates Use Private Data For Guidance
- Large corporations rely on proprietary, near-real-time sales and P&L data to make earnings forecasts.
- Absence of federal data mostly matters for specific sectors and will push firms to be more conservative in guidance.
Replace Missing Reports With Industry Data
- Use private-sector replacements for missing government reports when possible, like industry associations' data.
- Companies and analysts should lean on these alternatives to estimate supply, demand, and prices during a data outage.