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Markets

A collection of 2 issues

Oct 2025 Jobs Report

The labor market softened in September and inched up in October—but the more important story is accelerating AI-linked restructuring.

Global Economic Shifts

TL;DR Japan and China sold record amounts of US treasuries in late 2024. This selloff signals a shift away from dollar-based finance. At the same time, China closes the semiconductor gap with the US. Chinese firms also move manufacturing to Mexico and Europe to avoid trade barriers. Together,