Companies are in lock down mode, reluctant to hire anyone right now. US challenger 1H 2025 job cuts at 744,308, most since 1H 2020. The trend is clear.

May job gains revised down signaling labor slowdown… Companies are in lock down mode, reluctant to hire anyone right now. It will likely get worse until the Fed wakes up and cuts rates. pic.twitter.com/v40GWQRUXx — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) July 2, 2025 If we start losing service jobs these jobs …

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Record high fast food prices have made consumers increasingly reluctant to spend. Even fast food is becoming unaffordable.

McDonald's is becoming a luxury: Same-store sales at McDonald's, $MCD, dropped by -1.5% in Q3 2024, more than expectations of a -0.7% decline. Same-store sales growth is a metric comparing revenue for restaurants open for at least 13 months. Sales decreased for the 2nd… pic.twitter.com/qXJnt6scfo — The Kobeissi Letter (@KobeissiLetter) …

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