McKinsey: U.S. could have more jobs in 2035, though about 770,000 workers a year may need to change occupations, 3.6 times the historical rate
McKinsey Global Institute says technology could cut U.S. labor demand by the equivalent of 36 million jobs in a decade while growth adds about 41 million. On those figures jobs rise, so the open question is how fast workers can move into them.
Reality
- Evidence50
- Adoption
- Not scored
- Hype gap−5
- Incentives
- Not scored
- Confidence50
New York Fed estimates tariffs added 2.9 points to US inflation through February
Tariffs added about 2.9 percentage points to US inflation through February, New York Fed research finds. For operators setting next quarter's budgets with the midterms weeks away, the recent data show input costs still climbing.
Reality
- Evidence50
- Adoption
- Not scored
- Hype gap+10
- Incentives60
- Confidence50
EY's global delivery centres added more than 10,000 staff in its 2026 financial year, more than the nearly 10,000 the whole firm gained. Outside those centres headcount was flat or slightly lower, so EY's growth is showing up as a change in where it employs people.
Reality
- Evidence60
- Adoption40
- Hype gap+25
- Incentives60
- Confidence60
EY-Parthenon Switches to Fed Hike Call After Core CPI Hits 0.3%; Nationwide Cites Rising Oil and Gas Prices
CME FedWatch put the odds of an increase at the Sept. 16 meeting near 90% after August's core reading, and Capital Economics expects two further quarter-point moves by March 2027. The August data predates $100 oil.
Reality
- Evidence58
- Adoption60
- Hype gap+15
- Incentives30
- Confidence55
The consumer still spends, but only at a price Walmart has to pay for
Walmart posted its weakest sales growth in more than six years while cutting prices on 11,000-plus items. Target and Home Depot show which baskets still clear.
Reality
- Evidence58
- Adoption66
- Hype gap+8
- Incentives62
- Confidence54
Ceffu moved $120M out of Ethena's custody wallets, and nobody has said why
The transfer is about 2.7% of USDe supply, so size is not the story. The story is that the two parties able to explain a custody event have both said nothing.
Reality
- Evidence32
- Adoption56
- Hype gap+26
- Incentives63
- Confidence33
buildOne report1 publisher EY turns AI cost control into a standing office, and claims 60% fewer tokens for it
The firm's new AI Value Realization Office will govern model selection, usage and scaling decisions. The savings figure is company-reported, and the operating model is still undisclosed.
Reality
- Evidence45
- Adoption30
- Hype gap+15
- Incentives70
- Confidence52
EY Answers The AI-ROI Question With An Org Chart: One Office, One Budget
The firm is standing up an AI Value Realization Office that takes AI money out of departmental budgets, on the argument that functional funding is what strands most of the value.
Reality
- Evidence38
- Adoption28
- Hype gap+30
- Incentives82
- Confidence46