labor market

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.