Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: ajtj99 who wrote (95307)	9/26/2025 3:33:48 PM
From: ajtj99	Read Replies (1) \| Respond to of 97151

Apollo’s Torsten Slok: The strength in GDP growth over the summer is inconsistent with the observed slowdown in employment growth over the same period. The economy cannot be on the brink of a recession with a weaker labor market, and at the same time accelerating with stronger GDP growth. What is likely happening is that job growth is weaker because of AI implementation and lower immigration. At the same time, the trade war shock is fading into the background, and the probability of a recession is falling. Following the release of the GDP data, we have revised down the 12-month recession probability to 20%. With GDP growth at 3.8% and inflation at 2.9% and rising, it is becoming more and more difficult to argue for additional Fed cuts.