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Sharkey, Howes & JaverAuthor: Sharkey, Howes and Javer
Inside the Economy with SHJ Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Inside the Economy: Labor and the Markets, S&P Earnings and Growth, and America First
Episode 194
Wednesday, 12 November, 2025
This week on Inside the Economy, we address the labor market, S&P 500 earnings growth, and the concept of “America First”. As we near year-end, how do announced U.S. layoffs stack up against historical trends and the elevated levels recorded in 2020? We’ll explore several potential drivers behind the recent surge in U.S. layoffs, some of which may be surprising. The U.S. first-lien mortgage delinquency rate keeps declining, how close are we to hitting a historic low? With the S&P 500’s 25-year average P/E ratio hitting 23.1, has the earnings growth been keeping pace? And when you hear the phrase “America First,” do you know what it truly means? Tune in to learn more. Key Takeaways: 30-year mortgage rates at 6.22% 10-year bond yield at 4.11% Crude Oil at $59.66 a barrel











