9 Jun 2026
In case you missed it... Citi U.S. Economic Surprise Index has risen to its highest since October 2023
Source: Kevin Gordon Bloomberg
9 Jun 2026
The K-Shaped Economy:
U.S. corporations are keeping the largest share of national income since 1950, while the share going to workers hit an all-time low. Source: Hedgeye, Bloomberg
8 Jun 2026
No, AI isn't taking young people's jobs.
Age 20-24 unemployment rate dropped again last month. Now to 7.2% from 9.2% last September. Source: Ryan Detrick, CMT
5 Jun 2026
For the 3rd month in row, AI was the #1 reason for job cuts in the US.
88k job cuts were attributed to AI so far this year, a 60% increase over the AI-driven job cuts in all of 2025. Source: Charlie Bilello
5 Jun 2026
The US Treasury just bought back $12,500,000,000 of its own debt to improve liquidity.
Source: Bull Theory
4 Jun 2026
The K-shape economy
Corporate profits as a % of nominal GDP: right near an all-time high Employee compensation as a % of corporate GDP: all-time low Source: Kevin Gordon
4 Jun 2026
In case you missed it... Better than expected ADP jobs data combined with Services PMI strength and soaring factory orders sent the US Macro Surprise Index ripping to its strongest since Sept 2023...
Source: zerohedge
2 Jun 2026
ISM manufacturing PMI accelerates to 4-year high with improving production, new orders, and employment.
Prices remain 2nd highest since 2022. Source Bloomberg
