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cover of episode Chit-Chatting About Jobs

Chit-Chatting About Jobs

2025/7/3
logo of podcast Moody's Talks - Inside Economics

Moody's Talks - Inside Economics
AI Deep Dive AI Chapters Transcript
People
C
Cris deRitis
D
Dante DeAntonio
M
Marisa DiNatale
M
Mark Zandi
Topics
Dante DeAntonio: 我认为六月份的就业报告表面上看起来不错，但深入分析后会发现一些问题。新增就业岗位主要集中在公共部门和教育领域，私营部门的增长主要来自医疗保健、休闲和酒店行业。工资增长放缓，工作时长也有所下降。家庭调查显示，失业率下降，但主要是因为劳动力在6月份再次收缩。我认为劳动力市场正在软化。 Mark Zandi: 我认为劳动力需求疲软，但失业率没有上升，因为劳动力供应同样疲软。你认为现在已经疲软了吗？ Marisa DiNatale: 我认为它很疲软，但与此同时，需求正在减弱，我们看到供应也在收缩。这就是为什么你没有看到失业率上升。我认为它很疲软，仅仅是因为增加的行业很少。扩散指数再次跌破50，实际上只有一小部分经济体在增加就业岗位，其余的几乎没有变化。这让我觉得很疲软。 Cris deRitis: 我不确定现在是否可以称之为疲软，因为我认为我们仍然相对平衡。当供应和需求同时减弱时，更容易容忍。如果劳动力增长疲软，我们对此无能为力，那么我们必须预期就业增长也会比其他情况更疲软。我会说有点疲软。

Deep Dive

Chapters
The hosts discuss the feedback they've received about their podcast's introductory chit-chat segment and whether listeners prefer a more direct approach.
  • Listeners previously gave unanimously positive feedback about the chit-chat segment.
  • One host's son prefers podcasts that skip the introductory chit-chat.

Shownotes Transcript

Dante joins the Inside Economics crew for an unusual jobs Thursday podcast. The team discusses the disconnect between the positive headlines and market reaction to the June employment report and the weakening undercurrent in the labor market. They also debate whether higher inflation is still looming despite not showing up in the data yet. Marisa steals the show in the stats game with three figures that stump Mark, Cris, and Dante.

Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics

Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics

Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at [email protected]). We would love to hear from you. 

 

To stay informed and follow the insights of Moody's Analytics economists, visit Economic View).