5 January 2026 | 6:05AM GMT Economics Research EUROPEAN ECONOMICS ANALYST Euro Area Outlook 2026: Cyclical Boost, Structural Drag, Unchanged Rates Sven Jari Stehn +44(20)7774-8061 | jari.stehn@gs.com Goldman Sachs International Filippo Taddei +44(20)7774-5458 | filippo.taddei@gs.com Goldman Sachs International Alexandre Stott +33(1)4212-1108 | alexandre.stott@gs.com Goldman Sachs Bank Europe SE - Paris Branch Katya Vashkinskaya +44(20)7774-4833 | katya.vashkinskaya@gs.com Goldman Sachs International Giovann ...

Labor Market Analysis - Central bankers are potentially ready to act on weaknesses in the US labor market [1] - Industry should be cautious of repeating past errors [1]

Is this a fluke or is it enough to comfort the hawks on the Bank of England who are worried about inflation longer term. I don't think it's a fluke, but I also think that the hawks on the Bank of England will still be there fretting about some of the structural stories in the background. So I think, you know, in the middle is Governor Bailey, you know, he's the he's the key voter that's going to decide what they'll do in December is certainly enough for him because I think the weakness is fairly broad versu ...

So far, the evidence that AI is altering the labour market in a big way remains weak. Yet that could change once companies adopt the technology more widely https://t.co/mFev4DIaQV ...

You say we're on hold, but does that also include December. Because that's not what Stuart Pohl just told us. He thought maybe making for a smooth transition to the next Fed chair would call for maybe a cut.Absolutely. And good morning. No high conviction here that they go ahead and December.I thought the whole hawkish narrative from the Fed a week or two ago was a little bit silly given the situation that we're witnessing in the labour market figures, whilst they argue that they're kind of flying blind abo ...

AI Impact on Job Market - AI 的兴起使求职者能够一键生成完美的求职信 [1] - 一篇新的论文阐述了这对劳动力市场意味着什么 [1]

The latest jobs data suggests that the UK labour market is continuing to cool, with unemployment now hitting 5%, higher than had been forecast. A December interest rate cut may now be on the cards. What does that mean for your money? https://t.co/9LaN4BEbGN ...

Immigration Policy - People fleeing calamity have a right to seek safety [1] - Access to a rich country's labour market is not an automatic right for those seeking safety [1]

Let me start with I did agree with the decision. I thought it was appropriate to take another bit off the policy rate. We have an economy that has been remarkably resilient, really weathered so many different things, and still consumers continue to spend.Businesses continue to invest. We continue to have good growth, but we still have inflation printing above our 2% target. And we need to get that down is gradually coming down, but is still too high.And importantly, we have a labour market that relative to ...

Group 1 - The discussion indicates a potential shift in monetary policy, with suggestions that a 75 basis point increase could have been more appropriate given previous sentiments [1] - There is a perception that the labor market is showing signs of softness, and inflation is not as pressing a concern as previously thought, indicating a possible easing of monetary policy [2] - The re-emergence of certain dissenting voices within the Federal Reserve suggests a potential loss of control by the current leadership, particularly Powell [2]