A Focus on Jobs Data
June 2, 2025 | John Kulis
With JOLTS set to be released on 6/3/2025, the following charts examine how often job cuts have been mentioned in company transcripts and by news sources.
With JOLTS set to be released on 6/3/2025, the following charts examine how often job cuts have been mentioned in company transcripts and by news sources.
In Q1 2025, the largest loan category with 90+ day delinquencies (out of the categories: Credit Cards, Student Loans, Other, Mortgages, Auto Loans and HELOC) was Credit Cards at 12.3%.
There are far too many tariff headlines. At one moment, the tariffs are being lifted. At another, the tariffs are being increased.
Utilizing data from Yale Budget Lab, the Top 20 Commodity Price Changes from all 2025 tariffs are outlined in the chart below.
Utilizing data from Challenger, Gray & Christmas, the first chart illustrates the relationship between job cuts/layoff announcements (blue line)
The U.S. Rental Vacancy Rate for apartments has continued to move higher, hitting 6.93% in March 2025.