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Labor Market Marches On. AI Effects Are Ambiguous

Three months into the Iran war, the U.S. labor market continues to hum along, apparently totally oblivious to the global chaos.
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The labor market crushed expectations again in March

The May Consumer Price Index (CPI) rose more than expected. Read Dan North's Report to learn about current inflation trends.
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Labor Market Continues to Wane

The May Consumer Price Index (CPI) rose more than expected. Read Dan North's Report to learn about current inflation trends.
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man looking at laptop

Job growth okay but slowing. Lots of other interesting data

The May Consumer Price Index (CPI) rose more than expected. Read Dan North's Report to learn about current inflation trends.
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woman standing stoicly with arms crossed and folder between them

There are a lot of negatives out there, but it could be worse

On a month-over-month basis, retail sales rose 0.4% in October, faster than expectations of 0.3%, and September was revised up sharply from 0.4% to 0.8%. On a year-over-year basis, sales beat expectations and grew 2.8%.
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three workers talking in warehouse

Inflation, Retail Sales Cooling

The May Consumer Price Index (CPI) rose more than expected. Read Dan North's Report to learn about current inflation trends.
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Inflation progress stalled, but no hike coming

The May Consumer Price Index (CPI) rose more than expected. Read Dan North's Report to learn about current inflation trends.
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man and woman looking at large screen

Inflation and consumption as expected

The May Consumer Price Index (CPI) rose more than expected. Read Dan North's Report to learn about current inflation trends.
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two women looking at laptop in warehouse setting

Neither inflation nor labor will budge

On a month-over-month basis, retail sales rose 0.4% in October, faster than expectations of 0.3%, and September was revised up sharply from 0.4% to 0.8%. On a year-over-year basis, sales beat expectations and grew 2.8%.
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