labor market

Vanguard S&P 500 ETF ($VOO) hits all-time highs on 27.1% annualized earnings growth, though inflation and labor market concerns persist amid elevated valuations.

S&P 500 hits record 7,384 on falling oil prices amid US-Iran peace hopes. Overbought technicals warn of consolidation ahead despite resilient labor market and mixed earnings.

Powell's Fed faces stagflation trap: collapsing labor market and Middle East energy shocks create impossible policy choice for incoming leadership.

Fed expected to hold rates steady this week with Powell's final presser watched for inflation, yield, and geopolitical commentary before Warsh takes over.

US retail sales jumped 1.7% in March 2026, the biggest monthly gain since January 2023, defying $4 gas price concerns and suggesting resilient consumer spending despite inflation pressures.

Fed pivots toward labor market concerns as job gains weaken and geopolitical tensions mount, signaling potential rate cut path ahead despite lingering inflation.

U.S. workers report significant AI productivity gains, yet job market confidence plummets 23 points to 47% as tech giants slash positions amid automation fears.

Martin Capital Partners exits $4.5M Robert Half position as $RHI stock plunges 44.6% amid staffing sector weakness and cooling corporate hiring.

Fed Chair Powell holds rates at 3.50%-3.75%, resisting Trump pressure. Markets expect rates to remain unchanged through mid-2027, with Powell poised to maintain stance at his final meeting in May 2026.

ADP stock down 35% from highs amid labor market concerns, but company maintains strong fundamentals, dividend growth, and trades below historical valuation multiples.

Fed Governor Waller says March rate decision depends on February jobs data. Strong January employment growth has shifted the Fed toward a more cautious approach on rate cuts.

Fed's Waller signals potential rate adjustments amid mixed economic signals. Strong consumer spending and declining inflation contrast with uneven labor market momentum.

Fed Governor Barr warns AI is already displacing entry-level workers in software and customer service roles, raising concerns about near-term labor market disruption despite long-term productivity gains.

Investors shift from mega-cap tech to cyclical sectors like energy and materials. Macro stability and strong earnings support the rotation amid AI advancement concerns.

Nasdaq tests 25K resistance amid mixed signals: strong jobs data supports rate hold, while moderating inflation hints at 2026 easing. AI spending concerns limit tech gains.