Спикеры
Michael McKee
— Корреспондент по международной экономике и политике, Bloomberg
The roundtable covers the US jobs report, highlighting AI-driven job gains in construction and semiconductors while overall payrolls fell. Political discussion touches on the Michigan primary, oil price volatility, and Trump's messaging. A separate story explores how retail investors are using AI to build sophisticated trading models, creating a new wave of DIY investing that could amplify market concentration risks.
- US payrolls fell by 23,000 jobs, but AI-related construction and semiconductor manufacturing added workers.
- Labor force participation dropped for a second month, partly due to deportations and retirements.
- Oil prices remain volatile as Iran tensions cause sharp swings, contributing to inflation concerns.
- Michigan primary results underscore affordability and healthcare as key voter issues.
- President Trump's advisers want him to focus more on economic successes, but campaign messaging remains scattered.
- Retail investors are increasingly using AI to code trading models and automate strategies, described as 'zero-commission 2.0'.
- The trend raises worries about concentration risk if many traders use similar AI models and crowd into the same stocks.