Growth Holds, Pressure Builds

Published on September 24, 2026

Global growth remains resilient but uneven. In the United States, expansion is supported by private demand, a stable labor market and AI investment, while Europe and Japan continue to show surprising strength despite ongoing risks.

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So Far, AI Is Reshaping More Than Cutting the Workforce

September 24, 2026
Artificial intelligence (AI) technologies are developing faster than investors anticipated just a few years ago, fueling a popular narrative that AI will trigger widespread job cuts. Yet there’s little evidence to back this view. Instead, we find that AI is changing hiring patterns, altering skill requirements and shifting the mix of work performed within firms.

October Could Bring New Market Surprises as Earnings Season Nears: Here’s What to Watch

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It’s really starting to feel like autumn now. August PPI, CPI, and Retail Sales are in the books, the September FOMC meeting is out of the way, and we can now look forward to Jobs Week on Wall Street. Football is in full swing, and earnings season begins before you know it, with Pepsi (PEP) posting results on Thursday, October 8, followed the next morning by Delta (DAL).