Our Chief Equity Strategist and Economist, John Blank, recently asked Google Gemini’s AI tool a pointed macro question: “Why is the U.S. Household Unemployment Rate Rising in 2025?”. He’s here now to let us know what he found out.

1. Looks like you got four main responses to your question. What were they?

2. Which of the responses do you see as the main reason or is it a combination of factors?

3. So you dug deeper and that led you to discover that AI is a contributing factor. How much of a contributing factor and does that surprise you?

4. How concerning is this to you?

5. Which sectors are most vulnerable to AI job loss?

6. If this continues what will it mean for our economy going forward, especially in the growth picture?

7. Labor market cooling has also caught the attention of the Fed. How much cooling can the U.S. labor market withstand before we have to worry about recession?

8. If the labor market continues to show signs of deterioration, how will that affect the odds of another Fed rate cut this year?

9. Stocks you’ve been watching lately include Century Aluminum (CENX Quick QuoteCENX - Free Report) , Nvidia (NVDA Quick QuoteNVDA - Free Report) and Interactive Brokers (IBKR Quick QuoteIBKR - Free Report) .

Our Chief Equity Strategist & Economist, John Blank, on unemployment and the labor market. With John, I’m Terry Ruffolo.