The jobs market isn’t just about employment—it’s a leading signal for corporate earnings. In this episode, we explore how recent employment data revisions and slowing job growth are flashing caution for corporate profits.

Here’s what you’ll learn:

Why employment trends often lead earnings results

How slowing payroll growth may impact revenue and margins

Key sectors most at risk from weaker labor demand

What this signal could mean for the stock market outlook

Portfolio considerations as corporate profits face pressure

Understanding the link between the labor market and earnings is critical for investors positioning ahead of the next quarter.

SEG-1a: Fed Cuts & Commentary, Buy Back Window Shuts
SEG-1b: Market Movement Muted
SEG-2a: Tesla Shares & Elon's Compensation
SEG-2b: The S&P 493
SEG-2c: Bond Yield Behavior
SEG-2d: Overall Bullish Backdrop is not at Risk
SEG-2e: The Only Thing that Matters (Forward Earnings)
SEG-2f: What Wall St. is Expecting in 2026
SEG-2g: The Problem w Wall Street's Forecasts
SEG-2h: The Most Important Indicator to Watch
SEG-2i: PCE, CPI, & % of Full Time Workers
SEG-2j: Why the Fed is Behind the Curve
SEG-2k: Market Earnings Growth By Sector comparison
SEG-2l: Why Watt St. Exuberance is at Odds w Economy

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:

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The latest installment of our new feature, Before the Bell, "All Time Highs on Muted Moves," is here:
https://www.youtube.com/watch?v=eNd7D4lz7FU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our Previous Show, "The Essential Hierarchy of Money Goals ," is here:
https://youtu.be/XHMHkOAWRIc
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Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025:
https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/
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Articles mentioned in this report:
"Corporate Earnings Slowdown Signaled By Employment Data"
https://realinvestmentadvice.com/resources/blog/corporate-earnings-slowdown-signaled-by-employment-data/
"Invest Or Index – Exploring 5-Different Strategies"
https://realinvestmentadvice.com/resources/blog/invest-or-index-exploring-5-different-strategies/
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