Broadening Boom

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Broadening Boom

More on the K-shaped labor market, the risks to global trade rebalancing, investors are all in on broader, more robust growth but the data is unconvincing making us nervous

Barry C. Knapp

Jan 12, 2026

∙ Paid

This is a video summary of our January 10 note, Broadening Boom

Figure 6: Employment growth is cooling rapidly in these cyclical sectors. These growth rates are adjusted for the annual benchmark revision for the year ended March ‘25, assuming the overestimation persisted at the same pace in each of the sectors.

Barry C. Knapp

Managing Partner

Director of Re…

This post is for paid subscribers

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