『The May Jobs Report Preview What Markets Are Pricing Wrong』のカバーアート

The May Jobs Report Preview What Markets Are Pricing Wrong

The May Jobs Report Preview What Markets Are Pricing Wrong

無料で聴く

ポッドキャストの詳細を見る
With the May jobs report due Friday and long-term unemployment rising, Lucas and Luna dig into the specific disconnect between headline payrolls and the hidden deterioration in labor force quality. The unemployment rate has stayed flat at 4.3 percent for months, but initial jobless claims just jumped to 225,000 — the highest since early 2025. Meanwhile, the JOLTS data showed a surprise surge in job openings to 7.6 million, yet the Fed is still cutting rates. Lucas explains why markets may be misreading the composition of hiring: temporary versus permanent jobs, full-time versus part-time. They also parse the ADP private payrolls number — 122,000 in May, stronger than expected — and what it means for the Fed's next move. The episode closes with a look at how long-term unemployment is quietly climbing and why that changes the policy calculus. #MayJobsReport #LaborMarket #FederalReserve #JOLTS #Unemployment #ADP #NonfarmPayrolls #JoblessClaims #LongTermUnemployment #RateCuts #CorePCE #Inflation #GDP #FexingoBusiness #BusinessPodcast #EconomicData #JobsFriday #HiddenUnemployment Keep every episode free: buymeacoffee.com/fexingo
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません