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Should We Be Worried About Jobs Report Revisions? | Guy Berger

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Manage episode 499929299 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, labor market economist Guy Berger breaks down how jobs data is collected, why revisions happen, and how to interpret them in context. He explains the roles of NFP, claims, and JOLTS data, the impact of immigration shifts on labor supply, and how business surveys can signal future hiring trends. Berger also digs into why the current conditions show stability with potential for both cooling and tightening ahead. Enjoy!

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Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

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This Forward Guidance episode is brought to you by VanEck.

Learn more about the VanEck Semiconductor ETF (SMH):

http://vaneck.com/SMHFelix

Learn more about the VanEck Fabless Semiconductor ETF (SMHX):

vaneck.com/SMHXFelix

Timestamps:

(0:00) Introduction

(3:01) How Does BLS Gather Data?

(6:27) Why Do We Have Revisions?

(15:33) VanEck Ad

(16:18) How to Think About the Data

(20:42) Immigration Impact

(29:10) VanEck Ad

(29:50) Weekly Claims Data

(40:08) JOLTS Data

(45:54) The Beveridge Curve

(53:49) Where is the Labor Market NOW?

(56:20) Final Thoughts

__

Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Macro #Investing #Markets #ForwardGuidance

  continue reading

530 episodes

Artwork
iconShare
 
Manage episode 499929299 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, labor market economist Guy Berger breaks down how jobs data is collected, why revisions happen, and how to interpret them in context. He explains the roles of NFP, claims, and JOLTS data, the impact of immigration shifts on labor supply, and how business surveys can signal future hiring trends. Berger also digs into why the current conditions show stability with potential for both cooling and tightening ahead. Enjoy!

__

Follow Guy: https://x.com/EconBerger

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

__

Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

__

This Forward Guidance episode is brought to you by VanEck.

Learn more about the VanEck Semiconductor ETF (SMH):

http://vaneck.com/SMHFelix

Learn more about the VanEck Fabless Semiconductor ETF (SMHX):

vaneck.com/SMHXFelix

Timestamps:

(0:00) Introduction

(3:01) How Does BLS Gather Data?

(6:27) Why Do We Have Revisions?

(15:33) VanEck Ad

(16:18) How to Think About the Data

(20:42) Immigration Impact

(29:10) VanEck Ad

(29:50) Weekly Claims Data

(40:08) JOLTS Data

(45:54) The Beveridge Curve

(53:49) Where is the Labor Market NOW?

(56:20) Final Thoughts

__

Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Macro #Investing #Markets #ForwardGuidance

  continue reading

530 episodes

All episodes

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