I guess I’m too dumb to understand what’s going on here
flower-power-123 on
Do you think that we are having a labor pull back but it is hidden by people doing uber?
thejaga on
Actual beautiful data on this sub, nice work.
conventionistG on
This is well done and well presented. Took a bit to understand, but it’s all there and makes sense. Nicely done.
Aogu on
The likely answer is because of relatively enormous cash injection from private capital investment in AI infrastructure (data centres). (It’s ~2% of US GDP despite being less than 0.1% in 2022).
So lots of companies pouring as much cash as they can in covers what would normally be a recession.
The issue is that data center infrastructure really is not as robust and durable as previous large scale private investment infrastructure, I.e. the rate at which you have to replace them is much more than something like train lines.
A good read here for anyone who wants more https://paulkedrosky.com/honey-ai-capex-ate-the-economy/
perec1111 on
My takeaway from this is covid even mire fucked up than I remember, and I remember it was fucked up…
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![[OC] Der US -Arbeitsmarkttrend seit der 2022 Rendite -Kurveninversion](https://www.bytesde.com/wp-content/uploads/2025/08/cqtbax4fczgf1-1536x1530.jpeg "[OC] Der US -Arbeitsmarkttrend seit der 2022 Rendite -Kurveninversion")
7 Kommentare
Data is from BLS via FRED (PAYEMS and UNRATE).
Tools used were R and d3.js.
[Full blog post](https://blog.waldrn.com/p/is-the-yield-curve-still-useful-for). Also Reddit’s image compression seems to have really butchered this one so there’s a higher-res one in the post.
I guess I’m too dumb to understand what’s going on here
Do you think that we are having a labor pull back but it is hidden by people doing uber?
Actual beautiful data on this sub, nice work.
This is well done and well presented. Took a bit to understand, but it’s all there and makes sense. Nicely done.
The likely answer is because of relatively enormous cash injection from private capital investment in AI infrastructure (data centres). (It’s ~2% of US GDP despite being less than 0.1% in 2022).
So lots of companies pouring as much cash as they can in covers what would normally be a recession.
The issue is that data center infrastructure really is not as robust and durable as previous large scale private investment infrastructure, I.e. the rate at which you have to replace them is much more than something like train lines.
A good read here for anyone who wants more https://paulkedrosky.com/honey-ai-capex-ate-the-economy/
My takeaway from this is covid even mire fucked up than I remember, and I remember it was fucked up…