👷 Layoffs - October was the worst month in 20 years.
➡️ Newly released data from consulting firm Challenger, Gray & Christmas shows that October 2025 was the worst month for U.S. employers in terms of reported layoffs in more than two decades. The situation comes at a time when the U.S. economy is facing pressure from rising costs, slowing consumer demand growth and the continued development of AI.
➡️ Key figures
• 153,074 layoffs were announced in October — the most for the month since 2003.
• The year-over-year increase compared to the same month last year was about 175%.
• About 1,099,500 layoffs were announced in the first ten months of the year, an increase of about 65% year-over-year.
• Technology and logistics (“warehousing”) are among the sectors most affected — together they accounted for more than half of October’s reported layoffs.
➡️ What does this mean ❓
- Companies are starting to save, to count costs because mainly expenses for AI investments are high. It is slowly starting to seem more like a trend to me in the sense of - (who does not invest, is left behind), while I believe that they could develop AI even with lower expenses.
- The decline in jobs can lead to a decrease in consumer spending and cause an economic slowdown. On the other hand, there is an opportunity for investors — if they can find segments with resistance to layoffs (firms with a stronger margin, technology leaders, or companies with high demand), they can use the increased uncertainty to enter at a better valuation.
👀 I am not making any sense of it yet. I expect a slight slowdown towards the end of the year. We have seen strong results from some companies now and it is quite possible that we may be in the so-called "lateral direction" for some time.
🫵 Follow me for more information
Good day, investor Lukas 🙋♂️
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Sun Dec 07 2025 00:46:48 GMT+0000 (Coordinated Universal Time)
