SOTS 2ND Hour More record highs on the S&P and Nasdaq after new inflation data 9/11/25
Squawk on the Street
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Labor Market Dynamics and Fed Policy
This chapter discusses the challenges faced by the labor market and how it influences the Federal Reserve's decision-making regarding interest rates. The speakers analyze the effects of AI on employment, skills mismatches, and productivity, while linking economic indicators to job growth. Additionally, they explore inflation's impact on the labor market and equity valuations, as well as anticipated Federal Reserve rate cuts and their implications for market performance.
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