🌐 Global Economy 1d ago · Menzie Chinn

So Much for the Manufacturing Employment Renaissance

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So Much for the Manufacturing Employment Renaissance
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Preliminary benchmark revision based on QCEW data, released today:


Figure 1: Change in manufacturing employment since 2025M01 from BLS (blue), preliminary benchmark revision from BLS (light blue square), from ADP (green). Orange shading denotes post-Liberation Day period. Source: BLS, ADP via FRED, BLS, and author’s calculations.
Here’s the picture for private nonfarm payroll employment:

Figure 2: Change in private nonfarm payroll employment since 2025M01 from BLS (blue), Bloomber

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