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cover of episode First look at the tariff job market

First look at the tariff job market

2025/6/1
logo of podcast Wall Street Breakfast

Wall Street Breakfast

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J
Jamie Dimon
K
Kim Kahn
M
Michael Del Monte
M
Michael Hartnett
W
Wells Fargo economists
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Kim Kahn: 经济学家普遍预计五月份非农就业人数将有所增长,但具体数据尚未公布。我提到市场正在密切关注五月份的就业报告,以评估贸易环境变化对劳动力市场的影响。 Wells Fargo economists: 我们认为五月份的就业报告将初步展示贸易环境快速变化下劳动力市场的表现。数据将反映关税宣布后企业招聘情况,当时经济政策和增长的不确定性达到了顶点。虽然企业的招聘意愿仍然低迷,但由于企业努力留住现有员工,失业救济金的申请人数仍然很低,这应能防止五月份的净招聘因最近的不确定性而崩溃。

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May’s payroll figures) will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market) coming. (3:51) BofA sees major market inflection point). (5:24)Show Notes Earnings Calendar)Dividend Roundup)Episode transcripts: seekingalpha.com/wsb )Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).