With AI, Firms Are Solving for Convenience, Not Operational Outcomes

Published on July 6, 2026

Firms often mistake “this feels easier” for “this works better.”

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S&P Global Services PMI: Growth Reaches 4-Month High

July 6, 2026
The June U.S. Services Purchasing Managers' Index (PMI) from S&P Global rose 0.5 points to 51.2, indicating a modest rise in service sector activity. The latest reading was just below the forecast of 51.3 and marked the strongest expansion in four months.

Wage Growth As A Leading Inflation Indicator

July 6, 2026
Wage growth peaked four years ago. Since 1985, it has led CPI by three to seventeen months in every single cycle. The May 4.2% inflation print is the noise. Watch the wages.