1 filters applied
Distilling high-signal intelligence into digestible insights.
NuggetsShowing 4 of 4
Torsten Slok:
The dramatic change in recent weeks in the narrative in markets from “the economy is strong” to “we are all becoming unemployed” is truly remarkable.
AI expectations are no longer just disrupting the equity market, with sectors such as software under pressure.
Employment growth in large companies is outpacing job growth in smaller companies. The source of the underperformance of small businesses could be AI or it could be the trade war.
"The U.S. economy is creating plenty of wealth. It’s just not creating many jobs."
BBG: Forecasters expect Friday’s report on gross domestic product to show the economy expanded 2.7% in 2025, a solid pace by any standard for a developed country. But employment barely grew, and the combination is…