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cover of episode Where’s the AI spending payoff?

Where’s the AI spending payoff?

2024/7/30
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Marketplace

AI Deep Dive AI Chapters Transcript
People
A
Amy Scott
E
Elizabeth Troval
H
Henry Epp
L
Letitia Grant
L
Lilith
S
Sabri Beneshour
S
Samantha Fields
Topics
Amy Scott: 本节目讨论了最新的就业市场和房地产市场数据,以及美联储的利率决定。Samantha Fields分析了JOLTS报告,指出就业市场正在正常化,但许多员工感到工作缺乏安全感,求职者也面临困难。Sabri Beneshour报道了房价持续上涨导致购房者违约率上升的情况,高利率是导致购房交易失败的主要原因。Letitia Grant介绍了休斯顿房地产市场的现状,指出市场有所放松,买家更容易接受报价。 Samantha Fields: 就业市场正在恢复正常,失业率低,整体健康,但雇主招聘水平低于以往,员工也因此持观望态度。尽管裁员率很低,但许多员工感到工作缺乏安全感,求职者也面临困难,这导致人们认为经济状况不佳。与经济重新开放时期劳动力供需严重失衡相比,现在的就业市场更加平衡,企业更容易找到所需员工。 Sabri Beneshour: 高房价和高抵押贷款利率导致购房者处于财务边缘,任何小的变动都可能导致交易失败。抵押贷款利率波动是导致购房交易失败的另一个原因,买家可能因为利率上涨而退出交易,也可能因为利率下降而放弃已有的交易。市场上房屋供应不足也是导致购房者违约的一个原因,买家担心错过更好的机会。 Letitia Grant: 休斯顿的房地产市场对买家来说有所放松,卖家更愿意接受合理的报价。买家现在可以提出更合理的报价,甚至要求卖家支付部分交易费用。她不认为房地产经纪人的佣金会下降,可能会采用预付佣金的方式。美国房地产经纪人协会和解协议的影响需要时间才能显现。

Deep Dive

Chapters
The job market is showing signs of normalization with fewer job openings and lower turnover rates, indicating a more balanced market compared to the intense hiring and quitting seen during the pandemic.

Shownotes Transcript

When Big Tech earnings reports come out this week, traders will scrutinize how much was spent on artificial intelligence. The billions of dollars invested haven’t translated into profit — at least not yet — and Wall Street is getting impatient. Also in this episode: We’ll break down the latest job openings data, uncover why housing contract cancellations are rising and hear from a real estate broker about the market in Houston.