AI-Driven Productivity Lifts GDP While Hiring and Wages Cool
Companies are boosting output through AI capex and efficiency, keeping hiring muted and 2026 raises near 3%.
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P&L Staff
Q3 GDP Surge Masks Rising Unemployment and Consumer Strain
AI-led productivity is boosting growth, but hiring is stalling as inflation and holiday debt pressure households.
Holiday-Thinned Markets Lift Stocks as Gold and Silver Surge
U.S. indexes notched record closes, but gold and silver led amid hedging demand and Fed timing uncertainty.
S&P 500 Records, Cooling Hiring, Mortgage Rates Ease
Stocks hit new highs as hiring cools, mortgage rates edge down, and China chip tariffs are delayed.
U.S. Delays China Chip Tariffs Until Mid-2027
USTR sets Chinese chip import tariffs at 0% for 18 months, buying supply-chain runway and delaying cost shocks.
Mortgage Rates Ease to 6.18%, Buyers Gain Leverage
Freddie Mac shows 30-year rates steady near 6.2%, while rising inventory boosts buyer negotiations despite tight affordability.
S&P 500 Hits Record as Labor Market Signals Cool
Initial claims fell, but continued claims rose, shaping 2026 Fed easing bets and mortgage rates.
S&P 500 Record, GDP Surge, AI Deal Focus
Stocks hit records on AI megacaps as 4.3% GDP complicates rate-cut bets and dealmaking accelerates.
ServiceNow’s $7.75 Billion Armis Deal Signals AI Shift
As the White House pushes faster AI adoption, software spending pivots toward security, governance, and tighter controls.
Q3 GDP Jumps 4.3% as Confidence Slips on Costs
Summer growth beat forecasts, but sticky essentials inflation and cooling job security are dragging sentiment.
S&P 500 Hits Record as GDP Surprise Tests Cuts
AI megacaps powered a thin Santa rally as Q3 GDP beat trimmed near-term cut odds, while gold hit records.
China Slaps Provisional Duties on EU Dairy Imports
Tariffs of 21.9% to 42.7% deepen the EV-linked trade spat, pressuring EU exporters and aiding Chinese producers.