Inside Job(s): AI's Labor Market Impact

Published on October 8, 2026

AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.

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Agency MBS Offer a Compelling Current Opportunity for Reserve Managers

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Barometer: Stocks to Power on Despite Lofty Valuations

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After a nine-month rally in equity markets and a recent spike in bond yields, some investors may see fit to reduce their exposure to stocks. On the surface at least, bonds appear to offer better value than equities. The gap between stocks' earnings yields, the inverse of the price-to-earnings ratio, and bond yields is narrower than it has been in two decades.