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cover of episode Storms, Strikes and Startups

Storms, Strikes and Startups

2024/11/1
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：十月就业报告显示新增就业岗位数量低于预期，这主要是因为波音公司罢工和两次飓风的影响。尽管如此，考虑到这些一次性因素，潜在的就业增长依然强劲，预计未来几个月会反弹。 Mark Zandi：剔除罢工、飓风和数据测量问题的影响后，美国潜在的月度就业增长约为15万个岗位。 Cris deRitis：除了医疗保健和公共部门，十月份大部分行业的就业增长乏力，私营部门就业岗位甚至有所下降，但这主要是因为罢工和飓风的影响，未来几个月可能会出现反弹。 Marisa DiNatale：十月份有超过50万人因恶劣天气而无法工作整整一周，创下历史新高，还有140万人因天气原因工作时间少于平时，也创下历史新高，这严重影响了就业报告。

Deep Dive

Chapters
The October employment report was weak due to the impact of strikes, hurricanes, and a short data collection period, which collectively reduced the headline jobs figure by at least 100,000 jobs.
  • Boeing strike and hurricanes in Georgia and Florida significantly impacted the job numbers.
  • Manufacturing and temp help services saw the most significant declines.
  • The short collection period and low response rate added to the volatility of the report.

Shownotes Transcript

Dante joins the podcast to discuss the October employment report. The impact of recent strikes and hurricanes weighed on the headline jobs figure, but everyone agrees that underlying job growth remains strong. Cris and Mark debate the reasons why productivity growth in the U.S. has outpaced the rest of the world, but Dante remains skeptical that recent productivity success is sustainable.

Guest: Dante DeAntonio, Se nior 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' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn