施罗德投资资深经济师George Brown表示，尽管关税风波持续，美国整体劳动市场仍展现出惊人的韧性。裁员情况依然处于低位，这是因为企业因近年劳工短缺，对解雇员工持审慎态度。考虑到特朗普政府在移民政策上的强硬立场，部分行业及美国州份的劳动力紧张情况或将持续。
由于疫情以来外来劳工一直是就业增长的重要来源，这可令稳定失业率所需的新增就业人数平衡点降低至10万人以下。与此同时，他提到，关税压力预期将在夏季推高物价。美联储在避免再度落后于形势的前提下，基本情境预测是当局将在2025年余下时间维持利率不变。
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