Macro and Rates
Labor market and jobs data
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 10
- Share
- 1.1%
- Shows
- 9
- Net sentiment
- −1.00
Down from 1.9% of episodes in the weeks before; net sentiment was −0.38.
Bullish 0Mixed 0Neutral 6Bearish 4
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 4
- Demographics and fewer junior roles are shrinking the future workforce.Do Football Clubs Understand Talent Better Than Companies? DIETMARs OPINION · A Beginner's Guide to AI · Oct 25
- Flat payrolls and labor share at record lows weaken the consumer and future growth.10-19-26 Why Bad Inflation May Be Good for Markets · The Real Investment Show Podcast · Oct 19
- Weaker-than-expected Australian employment data and rising unemployment reduce rate-hike expectations.Tesla's Flying Car, Alphabet's AI Moat & US Banks Earnings · Market Watch · Oct 19
- Skilled trades like electricians are scarce and expensive, pressuring construction costs and timelines.MGAC’s Mark Anderson on Hyperscale Data Centers, Ultra-Wealthy Clients and Doubling Every Five Years · Real Perspectives Podcast · Oct 19
Neutral 6
- UK labour indicators are broadly stable with modest unemployment decline and steady earnings growth.UBS On-Air: Paul Donovan Daily Audio 'Market wobbles and economic stability' · UBS On-Air: Market Moves · Oct 20
- Jobless claims show no problems; the no-hire-no-fire pattern keeps claims subdued.UBS On-Air: Paul Donovan Daily Audio 'Oil and bonds' · UBS On-Air: Market Moves · Oct 22
- Unemployment near 4% stays low, which keeps the Fed from easing.54. AI Is Creating a Problem the Fed Can’t Fix (Oct 2026 Interest Rate Update) · AJ Osborne Podcast · Oct 21
- Discussion of job availability, healthcare worker shortages and weak youth job prospects.An Economy So Good No One Can Live In It with Jill Schlesinger · The Compound and Friends · Oct 23
- Jobless claims falling to 194,000 signal a resilient labor market, reported factually.Morning Briefing: Morning Briefing: Gold and Silver Slide as Oil Surges; Canagold and Minaurum Report High-Grade Drill Results · Mining Stock Daily · Oct 22
- Discussed factually as shaping working-class social connection and remote work trends.Why Men & Women Are Giving Up On Each Other - Daniel Cox - #1166 · Modern Wisdom · Oct 22
Around it
Shows that covered it most
- UBS On-Air: Market Moves2
- Market Watch1
- Real Perspectives Podcast1
- The Real Investment Show Podcast1
- AJ Osborne Podcast1
- Modern Wisdom1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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