Markets Weekly podcast (26 January 2026): What's driving weaker US job growth?

The US economy is creating far fewer jobs, but is this just a temporary soft patch? Lukas Gehrig, our Head of Quant Macro and Thematic Strategy, joins host Julien Lafargue, Chief Market Strategist, to delve into the trends shaping the US labour market – from tougher immigration and shifting demographics to advances in artificial intelligence – and why they matter for investors.