Macro Strategy Insights

The Job Market – Vibes vs Data

It seems like we are on the cusp of an agreement with Iran. We will help analyze the market implications in a SITREP if and when the details are released. In the meantime, the one question that seems to puzzle everyone, is what is the state of the job market? Yes, there are all sorts of questions around AI, the AI and data center spend, affordability, and inflation, but the state of the job market seems to be the most puzzling of late. The juxtaposition of daily discussions about no hiring, and fears of AI job losses, versus some stellar ... The Job Market – Vibes vs Data

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