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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 All-in-One

Marketplace All-in-One
AI Deep Dive AI Chapters Transcript
People
C
Charlotte Broadbent
C
Chirag Shah
D
Daniel Newman
D
David Brancaccio
L
Lauren Seidel Baker
L
Leanna Byrne
M
Matt Grimes
无
无发言人
Topics
David Brancaccio: 今天公布的政府报告显示，六月份的就业人数比五月份增加了14.7万人，这一结果超出了预期。尽管许多企业高管一直在谈论与关税相关的不确定性，但就业数据依然强劲。这表明实际情况与人们的担忧并不完全一致，劳动力市场可能比预期的更具韧性。 Lauren Seidel Baker: 作为ITR Economics的顾问，我认为这次的就业数据确实比预期的要强劲得多，失业率也意外下降。许多雇主在上次经济增长周期中措手不及，因此他们现在积极寻找人才。然而，制造业实际上出现了职位流失，这与关税的影响有关。此外，移民政策的收紧也对劳动力市场产生负面影响，尤其是在建筑业和农业等领域。尽管如此，专业服务领域的劳动力市场仍然紧张，招聘仍然具有挑战性。虽然失业率有所下降，但我们也观察到一些人已经停止寻找工作，或者需要更长的时间才能找到工作。医疗保健行业对劳动力的需求持续增长，州和地方政府可能会重新雇用被解雇的联邦工作人员。

Deep Dive

Chapters
Despite some positive job growth numbers, there are underlying concerns about the true health of the US labor market. While some sectors are hiring, there are also job losses in manufacturing due to tariffs and immigration challenges. The unemployment rate dropped, but labor force participation also decreased, suggesting some individuals have stopped seeking work.
  • 147,000 more people on payrolls in June than May
  • Job losses in manufacturing due to tariffs
  • Unemployment rate dropped to 4.1%
  • Decrease in 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.