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Is Economic Growth Outpacing the Labor Market?
Chuck Zodda and Marc Fandetti examine the unusual disconnect between steady economic growth and slowing job creation. They discuss whether productivity gains and artificial intelligence are allowing companies to expand without hiring, and what that could mean for future wage growth and consumer spending.
Chuck and Marc also break down ongoing market volatility beneath the surface, sector rotation trends, housing affordability concerns, and how shifting labor dynamics may influence Federal Reserve policy in the months ahead.
The skinny
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