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Behind the Markets Podcast · Friday, August 7, 2026

Average Payroll Increase Stabilizes at 'New Normal' Level

The 12-month average of US payroll increases is now around 23,000 per month. This figure is considered the 'new normal' and aligns with the economy's labor supply capacity.

The tape

3 quotes
Uh, the the new normal increase of uh employment on uh payroll employment on uh on a on a monthly basis was often thought of as 20 to 40,000.
Well, actually we had some big jumps.
This year, when when you do 12 month, we're at 23,000.
Heard on Behind the Markets Podcast — “Unprecedented Profits and Neglected Alpha Opportunities, published Friday, August 7, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.06
Average Payroll Increase Stabilizes at 'New Normal' Level — Heardvine