9-15-25 Earnings Slowdown Ahead - Jobs Data Sends Warning

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 ------- Watch today's video on YouTube: -------- 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 ------- Our Previous Show, "The Essential Hierarchy of Money Goals ," is here: https://youtu.be/XHMHkOAWRIc ------- 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/ ------- 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/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketComplacency #MarketDeviations #NegativeDivergence #AllTimeHigh #WallOfWorry #20DMA #CorporateEarnings #JobsReport #StockMarketOutlook #RecessionRisk #MarketAnalysis #InvestingAdvice #Money #Investing