Consumers hit hardest by AI have no financial buffer, 401k withdrawals surge 365%, emergency savings hit 15-year low. Waller: Weak labor market to continue. CEOs warn significant AI-driven job cuts ahead.

Macro vulnerability increasing ahead of automation wave. The consumer most exposed to AI displacement already has no financial runway. Before a single layoff announcement, 401k hardship withdrawals are 365% above baseline. Emergency savings at a 15-year low. Credit card delinquency in the 40-59 cohort at 12.7%. The shock absorber… — Craig Shapiro (@ces921) February 22, …

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Waller: ‘I am back on team transitory’ regarding inflation

Ho lee fuk. 20% inflation in bound.😅 https://t.co/658lOvOEAI — The Great Martis (@great_martis) August 29, 2025 Breaking: August PCE: .2% as expected. 2.6% yoy as expected. Core PCE 2.9% as expected. Was 2.8% last month. Very tame numbers. — QE Infinity (@StealthQE4) August 29, 2025 That’s 53 months in a row above 2%. When policy …

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Fed Officials Say Rates May Need to Go Higher to Tame Inflation (Fats Waller And Elen Barkin Want To Raise Rates)

by confoundedinterest17 Governor Waller cites slow progress on core inflation Richmond Fed chief Barkin says he’s comfortable doing more Two Federal Reserve officials said the central bank may have to raise interest rates further to tame price pressures that in some sectors aren’t showing much sign of easing. Fed Governor Christopher Waller said Friday headline inflation has been “cut …

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