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RenMac: Renaissance Macro Research retweeted
Faster AI adoption isn't leading to higher unemployment, per @RenMacLLC .
"If AI were costing jobs, the states where adoption rose most since November should be seeing jobless rates climb. They aren't. Across 46 states and DC, the correlation between the rise in AI use and the change in unemployment is -0.10, essentially nothing. For now, there's no sign that AI is pushing up unemployment where it's spreading fastest."
While there is quite a bit of anxiety around the impact of AI on the labor market, consumer attitudes around the state of the jobs market as proxied by the Conference Board’s Labor Differential reached its best level since April.
There may not be a sense of urgency. It is also not worth waiting until there is.
“From a risk-management perspective, it probably makes sense to raise rates,” says Neil Dutta, head of US economic research at Renaissance Macro Research, as markets anticipate the Federal Reserve to hold interest rates steady this week bloom.bg/4i6gbKu
RenMac: Renaissance Macro Research retweeted
“From a risk-management perspective, it probably makes sense to raise rates,” says Neil Dutta, head of US economic research at Renaissance Macro Research, as markets anticipate the Federal Reserve to hold interest rates steady this week bloom.bg/4i6gbKu
Will Politics Slow the AI Data Center Build-Out?
Catch the full episode here: youtu.be/m1cCDeDev-c
Shoot First, Buy Later: RenMac Off-Script
#AI #TechPolicy
France’s Economic Crisis: The Euro vs. the Dollar
Catch the full episode here: youtu.be/m1cCDeDev-c
Shoot First, Buy Later: RenMac Off-Script
#France #Economics #Finance
Buying the Dip? Why Bounce Trades Are So Hard
Catch the full episode here: youtu.be/m1cCDeDev-c
Shoot First, Buy Later: RenMac Off-Script
#Trading #StockMarket
Trump, Turnout, and the Voters Who Could Decide the Midterms
Catch the full episode here: youtu.be/m1cCDeDev-c
Shoot First, Buy Later: RenMac Off-Script
#Election #Politics
Fed Inflation Forecast: Land Of The Make-Believe
Catch the full episode here: youtu.be/m1cCDeDev-c
Shoot First, Buy Later: RenMac Off-Script
#Economics #Fed
Forced Selling?
Catch the full episode here: youtu.be/m1cCDeDev-c
Shoot First, Buy Later: RenMac Off-Script
#Finance #Markets
Was Thursday’s tech wipeout a bottom, or forced liquidation?
On the latest RenMac pod: semis and hardware stuck at 20-day lows, credit stress creeping up the quality ladder, and why a Fed likely on hold in October still points to a December hike.
Watch now: youtu.be/m1cCDeDev-c
Pretty clear message out the US Manufacturing PMI. Employment hit its highest level since 2012 while output prices advanced to another high in October. For factories at least, this looks like an inflationary boom.
Good piece. Going into October, markets might be playing the Fed more than they are playing the ball. If the Fed does not hike in October, Warsh will have quite a bit of explaining to do.
Breitbart Business Digest: Wall Street Is Daring Kevin Warsh to Raise Interest Rates breitbart.com/politics/2026/… via @BreitbartNews
The new RenMac.com is live.
Explore our upgraded home for independent research, market perspectives, Off-Script episodes, and educational resources.
Take a look around: renmac.com/
