Are Markets Trading on Bad Data? | Money Life with Chuck Jaffe

In this Money Life conversation, DoubleLine Fixed Income Strategist Ryan Kimmel visits host Chuck Jaffe to speak about growing concerns over the reliability of U.S. economic data and its implications for markets. Mr. Kimmel explains why Bureau of Labor Statistics employment reports have become more prone to revisions due to declining response rates and increased reliance on statistical models, and how distorted labor market data can influence Federal Reserve policy, market volatility and recession forecasting. Their discussion also explores why traditional economic signals have been less reliable in the post-COVID-19 cycle, touching on rolling sector downturns, uneven job growth, tariff impacts and the role of alternative data in assessing the broader economic outlook.

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