Markets Weekly podcast (26 January 2026): What's driving weaker US job growth?

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The US economy is creating far fewer jobs, but is this just a temporary soft patch? Lukas Gehrig, our Head of Quant Macro and Thematic Strategy, joins host Julien Lafargue, Chief Market Strategist, to delve into the trends shaping the US labour market – from tougher immigration and shifting demographics to advances in artificial intelligence – and why they matter for investors.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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