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U.S. Department of Labor / BLS: The Employment Situation — November 2025 (released Dec 16, 2025 PDF)
www.dol.gov
Evidence registryBLS: Employment Situation News Release (HTML archive page for the Dec 16, 2025 release)
www.bls.gov
Evidence registryReuters (Jan 7, 2026): ADP private payrolls rise 41,000 in December
www.reuters.com
Evidence registryReuters (Jan 9, 2026): December 2025 payrolls and “jobless expansion” framing
www.reuters.com
Evidence registryDow briefly hits 50,000; payroll data and Fed path in focus (Reuters, Feb 6, 2026)
www.reuters.com
Evidence registryWork, Culture & Technology (💼🌐)
How automation, digitalization, and cultural change reshape work, meaning, employment, and the identity of modern labor.
Research avenueDecember 10, 2025: QT Ends, QE-Lite Begins
The Fed cut rates by 25 bps, acknowledged rising downside risks to employment, and quietly ended QT by initiating short-term Treasury purchases to maintain reserves, marking the start of a new liquidity regime.
Liquidity, QE/QT & Collateral (💧🏦)The Two- (or Three-) Speed Economy: Automation Is Fracturing Growth — Why MMT-Style Tools Become Inevitable
Inflation cools, rents slip, unemployment edges up—yet productivity rises. Automation is splitting the economy into winners and the automated-away. Here’s why the social contract must evolve, why millions of robots are coming online, and how MMT-style policy …
System Stress Signals (🚨🩸)Fed’s October Pivot: Liquidity Cycles, History, and the Digital Dollar Frontier
Markets now expect another 25 bps rate cut at the Fed’s Oct 28–29 meeting as unemployment rises and repo-market strains flicker. Powell signaled QT’s end is “coming into view,” Waller endorsed another cut, and Musalem said he could support one if inflation ri…
Long-Form Thesis Reports (📘🔥)