The dismal August jobs report on Friday did nothing to convince Mark Zandi that the US is safe from recession.

The investment bank said in a new note today that AI investment as a percentage of capital expenditures could be nearing a climax. That sets the stage for overly upbeat AI investors to be let down if ...

The Federal Reserve faces rising labor market weakness as BLS revisions, JOLTS downturn, and AI job displacement fuel calls ...

Warning signs have been flashing for months that the labor market has been losing steam. Friday’s closely watched jobs report is unlikely to offer any redemption.

The US 10yr yield wants to have a go at 4%, and senses a weak payrolls outcome (post the bleak Beige Book). Could be. But we ...