Section
Employment
74 posts
Why Nobody Can Score AI Job Exposure — Benedict Evans Makes the Case for "It Depends"
by Editorial Team, AdvisorAnalyst.com Every wave of automation produces the same parlour game: rank the jobs, score the…
The K-Shaped Economy: Why The Middle Class Moved Up.
by Lance Roberts, RIA The K-shaped economy has become shorthand for a tidy story. The rich pull away…
Employment Has Risen, but So Has Inflation
by Hubert Marleau, Market Economist, Palos Management Three weeks ago, I wrote: “The expected consolidation will likely be…
The AI 'Jobs Apocalypse' That Isn't — A Closer Look at What the Data Actually Shows
by Editorial Team, AdvisorAnalyst The doomsday clock is ticking — at least according to the growing chorus of…
Market Ethos: Inflation Deja Vu?
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Memories of the inflation spike in…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
The Stagflation Narrative: What Doomers Get Wrong – Part II
by Lance Roberts, RIA The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it…
A Resilient Labor Market Delays Fed Cuts
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Last week was very strong for the market narrative…
The “Scarlet K”—A misleading consumption divergence story
The US outlook has been branded with a new scarlet letter: a K. The prevailing narrative describes a “K-shaped” economy overly reliant on consumption by high-income households. According to Franklin Templeton Fixed Income CIO Sonal Desai, that narrative is quite misleading. She notes that incomes have been rising broadly across the population and argues that the economy looks more resilient than the headlines suggest.
Tariffs Don't Inflate First — They Deflate. Then They Burn.
A new San Francisco Fed study maps the hidden timeline of tariff-driven inflation — and the findings challenge everything investors think they know.
The employment conundrum continues
by Eugenio J. Alemán, Chief Economist, Raymond James Raymond James Chief Economist Eugenio J. Alemán discusses current economic…
What's the Difference: Jobs vs. GDP Growth
U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.
BMO's Bipan Rai: AI, the Fed, and the Dollar at a Late-Cycle Crossroads
When Bipan Rai kicked off his latest episode of Open Outcry Podcast1, he went solo—and you can feel…
Conflicting Data, Conflicting Results
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Is inflation rising or falling? Is unemployment solid or…
Life in the Fast Lane: When Markets Lag the Economy — Citadel Securities
In Life in the Fast Lane1, Frank Flight of Citadel Securities sets out to challenge a market that,…
Gen Z Uprising
Labor markets are not keeping pace with young adult populations.