Jobs Report
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Market Wrap – December 16, 2025: Delayed Jobs Print, Energy Weakness, AI Leadership Holds as the Curve Reprices Quietly
Markets finished mixed after a delayed jobs report and softening activity data. Energy weakened, gold firmed, AI leadership held, and the curve continued a quiet repricing under the short-end liquidity regime.
Published Dec 16, 2025
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Jobs on Pause: September 2025’s Delayed Report and the Great Employment Plateau
The delayed September 2025 jobs report shows 119k new jobs, 4.4% unemployment, and a labor market stuck in neutral—revealing the start of America’s Great Employment Plateau.
Published Nov 20, 2025