

New Labor Market Data Just SHOCKED The World
10 snips Sep 8, 2025
Recent labor market data reveals lower-than-expected job growth and surprising revisions that may reshape economic forecasts. The discussion analyzes how shifting U.S. debt and treasury yields are influencing growth expectations, with potential repercussions for interest rates. As the labor market cools, banks are recalibrating their investments, leaning towards safer assets amidst rising yields. This dynamic interplay between employment data and economic indicators presents a critical moment for financial decision-making.
AI Snips
Chapters
Transcript
Episode notes
Payrolls Miss And Revisions Matter
- The August nonfarm payrolls print was a major miss and revisions pushed June into negative territory.
- That combination signals a meaningful slowdown in the labor market trend.
Huge Miss Versus Expectations
- Headline hiring rose by just 22,000 versus a 75,000 expectation, highlighting a weak print.
- The disappointment was compounded by large downward revisions to prior months.
Revisions Turn June Negative
- The BLS revised June from a positive print to a net loss of 13,000 jobs after successive downward revisions.
- Such cumulative downgrades shift the three-month average toward stagnation or decline.