The Latest Breaking News from Alpine Macro

A 'jobless profit boom' has cemented a permanent loss in payrolls as AI displaces labor at a faster rate, strategist says

"We suspect that job losses in tech have been driven mainly by AI displacement."

Fortune · Nov 3, 2025

Profits Soar, Jobs Vanish: How AI Created A Tale Of Two Economies

There's something uncanny about today's job market: corporate profits are surging, tech companies are delivering blockbuster earnings, and yet tens of thousands of high-skilled jobs are quietly disappearing—replaced not by cheaper labor, but rather artificial intelligence.

Benzinga · Nov 3, 2025

Going All-In On US AI Stocks? You're Missing The China Trade, Alpine Macro Says

As the battle for AI supremacy intensifies between the world's two largest economies, analysts say investors focused solely on U.S. tech stocks risk overlooking a critical hedge hiding in plain sight.

Benzinga · Oct 7, 2025