Amazon is noted for significant job cut announcements as the logistics sector faces headwinds from current trade policies.
Source Post
The Secret "Shadow Stats" They Don't Want You to See
Mar 2, 2026
Parkev Tatevosian, CFA, provides a comprehensive macro-economic analysis of the US in early 2026, arguing that headline inflation and unemployment figures mask a deeper affordability crisis. He highlights that while headline inflation is at 2.4%, 'unsubstitutable' costs like housing, healthcare, and insurance are rising much faster than the 3.7% average wage growth, leading to negative consumer sentiment. Furthermore, he notes that the labor market is weakening under the surface, with job growth concentrated in non-cyclical sectors like healthcare while major logistics and retail companies face headwinds from tariff policies and slowing demand.
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