Topic: U.S. Economy
📔 Topics / U.S. Economy

U.S. Economy

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📊 Analysis Summary

Alternative Data 5 Analyses 22 Facts

This week’s mainstream coverage focused on the delayed BLS September jobs report (nonfarm payrolls +119,000, unemployment 4.4%, July–August revised down), the BLS decision to fold select October inputs into the November report, softer September retail sales (+0.2%) and PPI (+0.3%), and polling showing broad economic angst (Fox, CBS, Pew) with particularly negative views among Latino voters; reporting also noted sectoral job shifts and market reactions, and mentioned corporate cuts at Amazon and Target and the political fallout from the government shutdown.

Missing from much mainstream coverage were deeper distributional and policy drivers shaping these headlines: independent research flagged tariff-driven price pressure (import prices ~+5%, core goods notably above pre‑2025 trend, and an average tariff “tax” ≈$1,200/household), unequal labor and inflation experiences for Black and Latino households (higher unemployment and greater inflation volatility), and the shutdown’s concrete toll on ~1.4 million federal workers — all of which could change how consumers feel and how inflation is measured if October data are omitted. Opinion and analysis pieces added alternative frames — supply‑side barriers to work (disability, incarceration, demographic aging), cultural explanations for pessimism, and contrarian takes that holiday retail strength may mask underlying weakness — perspectives and hard statistics (historical jobless-claims averages, detailed CPI/import-price breakdowns, disability and participation trends) that readers would miss by relying solely on mainstream headlines.

Summary generated: November 29, 2025 at 09:06 PM
Fed cuts rate to 3.5%–3.75% amid three dissents; NY Fed to buy $40B in T‑bills
The Federal Reserve cut the target federal funds rate by 25 basis points to 3.50%–3.75%—its third straight cut—despite three dissents (Austan Goolsbee and Jeff Schmid wanted to hold, while Stephen Miran favored a larger half‑point cut) and released projections penciling in just one more cut in 2026 with 2026 GDP growth seen at about 2.3% and PCE inflation around 2.4%. To keep reserves ample the New York Fed will buy roughly $40 billion of short‑term Treasury bills starting Friday, and markets reacted with modest stock gains while Treasury yields eased; Chair Powell will hold a press briefing this afternoon.
Monetary Policy Inflation and Interest Rates U.S. Economy
U.S. job openings flat at 7.67 million
The Labor Department’s JOLTS report released Dec. 9 shows U.S. job openings were 7.67 million in October, essentially unchanged from September’s 7.66 million, with layoffs rising and quits falling. Due to the 43‑day federal shutdown, September and October JOLTS were combined, no October unemployment rate will be published, and the department will issue October payroll figures alongside the delayed full November jobs report next Tuesday.
U.S. Labor Market U.S. Economy