
Investment Friday – Why the Labor Market is Shifting, Tariffs Are Rising, and Recession Warnings Are Flashing | 205
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What happens when the data we rely on to measure the economy suddenly gets thrown into question?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM, and CIO of Juncture Wealth Strategies, explore a wave of revisions to U.S. labor market data—and the political and economic fallout that followed.
With President Trump firing the head of the Bureau of Labor Statistics, recession warnings on the rise, and the Federal Reserve preparing to respond, this episode dives into the real-time tensions shaping markets, policy, and investor behavior.
Key Topics
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Bureau of Labor Statistics shake-up: Why President Trump fired the BLS commissioner and what this means for data integrity
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Revisions reveal cracks: 400,000+ jobs quietly removed from prior reports—why this signals recessionary risk
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Tariffs and global uncertainty: How restructured trade rules are influencing U.S. business decisions
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Fed interest rate outlook: Markets expect 0.75% in rate cuts by year-end—but will inflation allow it?
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Consumer slowdown: Back-to-school and holiday season spending may determine economic trajectory
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International investing surge: Why emerging markets and international equities are outperforming in 2025
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AI and productivity boom: How machine learning and robotics are reshaping long-term economic growth
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/