The labor market may already be contracting, and when the official numbers arrive, the public could finally confront the fragility that has been quietly building.
…and if you are lucky to land a new job, it will be at a compensation level well below your current or last job. We didn’t learn our lesson in 2008 about fiscal and monetary responsibility, and those who fail to learn from history are doomed to repeat it.
— TheEndOfDays (@Ghostzapper0406) September 4, 2025
US manufacturing activity has now contracted for six straight months.
— More Perfect Union (@MorePerfectUS) September 4, 2025
Are we going to see negative payrolls soon?
In August, 63% of consumers expected higher unemployment over the next 12 months, the third-highest reading since 2008.
In previous economic cycles, this has been a leading indicator for the job market.
This now suggests the 3-month… https://t.co/METFxYCtP8 pic.twitter.com/AjwKWqOLHB
— The Kobeissi Letter (@KobeissiLetter) September 4, 2025
Google searches for "give car back" are at near all time highs LMFAO pic.twitter.com/NOdYO8EEur
— Darth Powell (@VladTheInflator) September 4, 2025
Economic Bull Cases:
– AI
– Unlimited Government SpendingEconomic Bear Cases:
– Everything ElseHousing Dead.
Manufacturing Dead.
Real Estate Dead.
Oil & Gas Dead.
Importers Dead.
Exporters Dead.
Job Market Dead.
Consumer Life Support.— Spencer Hakimian (@SpencerHakimian) September 4, 2025