Stocks get stronger while labor market gets weaker. What’s next?

Stocks get stronger while labor market gets weaker. What’s next?

From Tactical Take by Natixis Investment Managers

September 22, 2025 · 24 min

About this episode

Macro experts discuss the implications of a weakening labor market and the outlook for Fed policy.

From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.

People in this episode

Guests: Jack Janasiewicz, Brian Hess

Topics covered

  • labor market
  • Fed policy
  • macro economics

Keywords

  • stocks
  • economic outlook
  • investment strategy

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