AI Snips
Chapters
Transcript
Soft Fed Could Power Risk Asset Opportunities
- A soft Fed in 2026 paired with rate cuts should create multiple opportunities across risk assets.
- Liquidity shifting from the Fed to private channels may alter broad asset allocation next year.
Weaker Jobs Could Enable Fed Cuts
- Recent ADP figures dipped but may be within a new lower breakeven job-creation range near 30k per month.
- Weaker payroll prints could provide the Fed political cover to cut rates despite inflation above target.
AI Shows Early Labor Market Impact
- AI appears to be reducing hiring in information and professional services, showing sector-specific labor disruption.
- These displacement effects make jobless reports more complex as macro signals and policy problems simultaneously.