Daybreak Weekend: US Jobs, Winter Olympics, Japan Election

17 snips

Jan 30, 2026

Guest

James McIntyre, Bloomberg economist on Australia/NZ policy. Paul Jackson, EcoGov analyst on Japan/Korea politics. Tommaso Ebhart, Milan bureau chief covering Milano Cortina 2026. Mandeep Singh, global tech research head on cloud and AI. They preview US jobs and tech earnings. They discuss Japan’s snap election and fiscal choices. They review Olympic readiness, infrastructure and climate risks.

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INSIGHT

Labor Market Appears To Be Stabilizing

The January US jobs report is the first full month of data after the government shutdown and should be relatively accurate.
Economists expect stabilization with unemployment around 4.4% and payrolls near +70,000 for January.

ADVICE

Use Tech Earnings To Gauge AI Demand

Watch big tech earnings for signs of AI-driven ad and cloud acceleration, especially Alphabet, Amazon and AMD.
Monitor sequential growth and cloud supply constraints to gauge investor reaction.

INSIGHT

TPUs Give Google A Cloud Edge

Google Cloud should show sequential acceleration aided by TPU supply advantages versus GPU-constrained rivals.
That efficiency could support better gross margins for Alphabet compared with other hyperscalers.

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