According to @BullTheoryio, the annual BLS benchmark revision revealed that the U.S. economy created significantly fewer jobs in 2025 than initially reported, with total job growth revised down to just 181,000 for the year. This represents a sharp slowdown compared to 2024's 1,459,000 added jobs. The revision erased 862,000 jobs, marking the largest downward adjustment since the 2009 financial crisis. Federal employment also fell to its lowest level in 60 years, highlighting weakening labor market conditions that could elevate recession risks and pressure the Federal Reserve to adjust monetary policies.

According to @DowdEdward, recent U.S. job market data highlights troubling trends beneath the surface. While private education and health services accounted for 780,000 new jobs over the past 12 months, other sectors saw significant declines. The U.S. economy, excluding these roles, lost approximately 350,000 jobs. Government jobs dropped by over 200,000, manufacturing by 100,000, and transportation and warehousing also declined by over 100,000. Additionally, professional and business services, financial activities, and the information sector faced contractions. This suggests that headline job numbers may be masking underlying economic fragility.

According to @WhiteHouse, recent jobs data has significantly surpassed expectations, highlighting stronger-than-anticipated growth in the labor market. This development could influence Federal Reserve monetary policy and impact trading sentiment across equities and bonds.

According to The Kobeissi Letter, artificial intelligence is ironically replacing the jobs of its own creators, highlighting a significant shift in job dynamics driven by AI's rapid adoption. This trend underscores the importance of understanding AI's potential to reshape both the technology sector and broader employment landscapes.

According to Edward Dowd, the manufacturing PMI has returned to contraction territory at 49 after a short-term increase attributed to a 'Trump confidence bump'. Historically a reliable indicator for GDP and employment, this correlation has faltered in 2023 and 2024.

According to Edward Dowd, the short-term bump in Manufacturing PMI, which was likely influenced by a Trump-induced confidence boost, has ended, dropping back to 49. Historically, Manufacturing PMI has been a reliable leading indicator of GDP and employment trends. However, this correlation has failed to hold since 2023, affecting economic forecasts and trading strategies. Source: Edward Dowd's Twitter.

According to The Kobeissi Letter, Bloomberg News has reported a significant increase in the number of stories about job cuts, firings, and layoffs, reaching 15,651 last week, the highest in over a year. This spike in reporting coincides with DOGE's announcement of massive layoffs, potentially impacting market sentiment and trading strategies related to employment-sensitive sectors.

According to Eric Balchunas, Apple plans to add 20,000 jobs in the U.S., which could significantly impact the tech sector's employment landscape and potentially influence related stock market activities.

According to The Kobeissi Letter, the current employment of 2.7 million individuals by the US federal government raises questions about its economic implications. The report highlights the potential influence on government expenditure and fiscal policy, noting that a workforce of this size could impact budget allocations and economic stability. Monitoring these trends is essential for traders as shifts in government employment may affect market dynamics and investor strategies (source: The Kobeissi Letter).