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What does the breakdown in legacy software stocks signal about the US labor market?
Episode 279
Published 8 months ago
Description
Today’s Macro Minute examines what the sharp breakdown in legacy software stocks is signaling about the U.S. labor market. Darius explains why accelerating AI adoption, SaaS disruption, and corporate cost pressures are reinforcing the risk of a jobless recovery—particularly for younger and less experienced workers—while labor hoarding persists at the top of the market.