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AXIOS (Courtenay Brown) - Low layoff rates defy AI jobs domination fears

Data: Department of Labor; Chart: Neil Irwin/Axios The last time this few Americans were filing for unemployment benefits, Creedence Clearwater Revival topped the music charts , while "Butch Cassidy and the Sundance Kid" was the star of the box office. Driving the news: Only 187,000 people filed new claims for unemployment insurance benefits last week, pointing to an astoundingly low level of firings across the economy . It was the lowest since September 1969. - The labor force was much smaller then, too, so relative to the number of workers, this is easily the lowest number of jobless claims on record. Why it matters: There are plenty of gloomy warnings about the labor market, including that the proliferation of AI will lead to…

Data: Department of Labor; Chart: Neil Irwin/Axios The last time this few Americans were filing for unemployment benefits, Creedence Clearwater Revival topped the music charts , while "Butch Cassidy and the Sundance Kid" was the star of the box office. Driving the news: Only 187,000 people filed new claims for unemployment insurance benefits last week, pointing to an astoundingly low level of firings across the economy . It was the lowest since September 1969. - The labor force was much smaller then, too, so relative to the number of workers, this is easily the lowest number of jobless claims on record. Why it matters: There are plenty of gloomy warnings about the labor market, including that the proliferation of AI will lead to…Open

AXIOS (Neil Irwin) - Investors want a bigger reward for lending money

Data: Federal Reserve Bank of St. Louis, U.S. Treasury Department; Chart: Courtenay Brown/Axios The relentless run-up in Treasury yields reflects the globe's new economic reality: It takes a much richer reward to persuade investors to lend their money, especially for the longer run. Why it matters: Unlike previous bond sell-offs driven by inflation fears, this one reflects a world in which governments and companies are scrambling for enormous amounts of capital to finance wide fiscal deficits, the AI infrastructure buildout and more. - The competition is forcing borrowers to pay more. - The good news is that inflation expectations appear to be in check, so the moves don't necessarily compel any immediate reaction from the Federal…

Data: Federal Reserve Bank of St. Louis, U.S. Treasury Department; Chart: Courtenay Brown/Axios The relentless run-up in Treasury yields reflects the globe's new economic reality: It takes a much richer reward to persuade investors to lend their money, especially for the longer run. Why it matters: Unlike previous bond sell-offs driven by inflation fears, this one reflects a world in which governments and companies are scrambling for enormous amounts of capital to finance wide fiscal deficits, the AI infrastructure buildout and more. - The competition is forcing borrowers to pay more. - The good news is that inflation expectations appear to be in check, so the moves don't necessarily compel any immediate reaction from the Federal…Open