3.8 • 950 Ratings
🗓️ 20 November 2025
⏱️ 6 minutes
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:07.6 | Good morning. Today is Thursday, November 20th. I'm Julie Morgan. The September Jobs report is finally here. |
| 0:16.0 | Netflix might change how it handles movies if it buys Warner Brothers, and investors go big on bite dance. |
| 0:24.4 | The Bureau of Labor Statistics is releasing the September Jobs Report today, more than six weeks later than planned because of the government shutdown. |
| 0:33.3 | Since the data was already collected before the agency closed on the 1st of October, |
| 0:38.8 | the report should look pretty much like any other month. |
| 0:41.8 | Economists expect the report to show that 50,000 jobs were added to non-farm payrolls in September, |
| 0:48.4 | up from 22,000 initially estimated in the month before. |
| 0:52.6 | The unemployment rate is expected to hold steady at 4.3%. That's a |
| 0:57.6 | noticeable slowdown from the 100,000 plus monthly job gains forecast earlier this year. It also comes after |
| 1:04.9 | the BLS revised job growth for the year ending March 31st of this year, cutting earlier estimates by a hefty 911,000 jobs. |
| 1:14.8 | The agency announced on Wednesday that it canceled October's jobs report altogether, saying it |
| 1:20.7 | could not go back and collect the needed household survey data. The September joltz report was also |
| 1:26.6 | scrapped. The BS now plans to release the |
| 1:29.6 | October jolts on December 9th and the November employment situation report on the 16th of |
| 1:36.0 | December. In other news, Netflix has told Warner Brothers discovery that it would continue |
| 1:42.2 | releasing films in theaters if it ends up buying the studio. |
| 1:46.2 | Netflix has typically avoided wide theatrical releases, offering only limited runs for awards |
| 1:52.3 | eligibility or to satisfy filmmakers. But Warner Brothers has existing contracts that require |
| 1:58.7 | theatrical releases, and Netflix as signaled it would honor |
| 2:02.3 | those commitments, according to Bloomberg. |
| 2:04.9 | Meanwhile, the Wall Street Journal reports that Paramount Skydance's new offer for Warner Brothers |
... |
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