Episode Details
| Title | Should We Be Worried About Jobs Report Revisions? | Guy Berger |
|---|---|
| Date | 8/13/2025 |
| Podcast | Forward Guidance ā |
Key Insights
Bullish:
- š¢ $HOSP - The hospitality sector, particularly hotels and restaurants, may experience renewed growth due to reduced access to immigrant labor.
- āWhen you look at some of the industries that have been hit by immigration, again, is a sector, it's not the whole economy, but hotels and restaurants, that looks like a sector that's actually experiencing renewed reheating because I'm guessing they just have fewer they rely on immigrant labor, both documented and undocumented, and that tap's been turned off.ā - Guy (54:02)
Bearish:
- š» $LABOR - š
- š» $RATES - š