Morning Brew Daily Walmart Cashes In on Affordability Crisis & Critics Warn Against AI Toys
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Nov 21, 2025 Amid a government shutdown, the latest jobs report reveals mixed signals about the economy. Walmart thrives as consumers prioritize affordability, while safety concerns about AI toys prompt warnings from critics. Amtrak celebrates a record year, showcasing its growth and investments. Meanwhile, Bath & Body Works faces challenges with its strategy and brand perception. Lastly, anticipation builds for 'Wicked: For Good,' expected to break box office records despite early reviews.
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Late Jobs Data Skews Policy Signals
- The September jobs report arrived late due to the government shutdown and may not reflect current conditions.
- Policymakers and markets are flying blind because key fresh labor data won't arrive before the Fed's December meeting.
Jobs Gain And Unemployment Rose Together
- September showed 119,000 jobs added but a rising unemployment rate as more people re-entered the labor force.
- That contradiction complicates the Fed's decision on whether to cut rates in December.
Watch Corporate Moves Over Stale Data
- Company actions like layoffs and downgraded guidance can signal labor-market softness even when government data is noisy.
- Corporate earnings may be a timelier gauge of economic stress than delayed official stats.