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cover of episode A sunny jobs report ahead of this holiday weekend

A sunny jobs report ahead of this holiday weekend

2025/7/3
logo of podcast Marketplace Morning Report

Marketplace Morning Report
AI Deep Dive AI Chapters Transcript
People
C
Charlotte Broadbent
C
Chirag Shah
D
Daniel Newman
D
David Brancaccio
F
Fan
L
Lauren Seidel Baker
M
Matt Grimes
Topics
David Brancaccio: 我注意到尽管存在关税和其他不确定因素，经济的某些领域仍在招聘。这与我与CEO们的对话形成对比，他们普遍对关税走向表示担忧，并因此计划暂缓招聘。然而，实际的就业数据却显示出比预期更为强劲的增长。 Lauren Seidel Baker: 我认为，此次劳动力市场的表现确实超出了预期，失业率也意外下降。许多雇主可能在上一个增长周期中因人手不足而措手不及，因此他们现在积极地挖掘人才。然而，关税的影响已经开始显现，制造业出现了职位流失。此外，政府的强硬移民政策导致净移民人数减少，这对建筑和农业等行业构成了挑战。尽管如此，专业服务等行业的劳动力市场仍然紧张，招聘困难。此外，我也注意到有些人已经停止寻找工作，而且人们找到工作所需的时间也在延长。不过，医疗保健行业对劳动力的需求一直存在。

Deep Dive

Chapters
Despite a positive jobs report showing 147,000 more people on payrolls in June, there are underlying concerns. While some sectors are hiring, others are experiencing job losses due to tariffs, and immigration issues are affecting certain industries. The unemployment rate dropped, but labor force participation also decreased, suggesting some people stopped looking for work.
  • 147,000 increase in payrolls in June
  • Unemployment rate dropped to 4.1%
  • Job losses in manufacturing due to tariffs
  • Immigration issues impacting certain sectors
  • Decreased labor force participation

Shownotes Transcript

The government reported today that 147,000 more people were on payrolls in June compared to May — a stronger outcome than initially forecasted. This data comes despite all the tariff-related uncertainty that many business execs have been speaking about lately. We’ll discuss. Plus, AI scraping could fundamentally break the business model of the internet, and an oasis of merch and pop-up stores is appearing ahead of the Oasis reunion tour kick-off.