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March Jobs Report a Blockbuster — But Consider the Revisions

  • Writer: Will Allen
    Will Allen
  • Apr 9
  • 1 min read

Updated: Apr 17

The March jobs report was a blockbuster — but you must consider the revisions. In this market update, I dig into the growing gap between initial job announcements and the revisions that come later, why weekly initial claims may be a more reliable signal, and what's really driving the decline in labor force participation (hint: it's not what the headlines suggest). I also tackle some of the biggest narratives in the market right now — the idea that the middle class is shrinking, that foreign investors are dumping U.S. assets, and that the dollar is collapsing. Plus a look at how the stock market and oil have responded to the Middle East conflict, tech stock valuations, and an updated look at consumer spending.


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