According to our Chief Equity Strategist and Economist, John Blank, The worst parts of the U.S. unemployment situation in the fall of 2025 include: The rise in long-term unemployment, A stalling job market with slowing hiring, and Disproportionate impacts, on specific demographics and industries. We\u2019re going to dig into this now with John.<\/p>\n
1. You\u2019ve written that, while the headline unemployment rate remains low, these underlying trends signal a weakening in the U.S. economy. Is the rise in long-term unemployment the key concern here?<\/p>\n
2. The slowdown in U.S. job growth has to be near the top of the list of concerns also correct?<\/p>\n
3. But the economic impact is only on specific groups. Which are they?<\/p>\n
4. What are contributing factors to this difficult U.S. labor market?<\/p>\n
5. According to the Federal Reserve, the labor market is in a “low-hiring, low-firing” environment. What does that actually mean?<\/p>\n
6. How does this stack up globally?<\/p>\n
7. What comes next in this particular story for 2026?<\/p>\n
8. Overall, as uncertainty on the economy remains elevated, what\u2019s your U.S. economic outlook for the New Year, especially when it comes to recession odds?<\/p>\n
9. You are keeping an eye on a wide range of large cap stocks. One from Canada, one from the U.S., and one that is basically a Mainland China multinational, domiciled in Ireland. They include Royal Bank of Canada RY, Lam Research LRCX and PDD Holdings ADR PDD.<\/p>\n
Our Chief Equity Strategist & Economist, John Blank, on the U.S. employment situation and an economic look ahead. With John, I\u2019m Terry Ruffolo.<\/p>\n
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report<\/a><\/p>\n Lam Research Corporation (LRCX) : Free Stock Analysis Report<\/a><\/p>\n Royal Bank Of Canada (RY) : Free Stock Analysis Report<\/a><\/p>\n PDD Holdings Inc. Sponsored ADR (PDD) : Free Stock Analysis Report<\/a><\/p>\n This article originally published on Zacks Investment Research (zacks.com).<\/a><\/p>\n