
Jobs Look Strong. Workers Are Disappearing | Why Eric Pachman is Watching Diesel Prices
Excess Returns
Official economic indicators like the monthly jobs report and CPI often obscure the lived reality of the American consumer due to declining survey response rates and reliance on broad, weighted averages. Labor market strength is frequently overstated by focusing on low-wage service roles, while the recent contraction in the foreign-born male workforce signals a critical, self-inflicted structural supply issue that threatens to drive service inflation. Furthermore, diesel fuel prices serve as a primary, overlooked inflationary benchmark, impacting nearly half of all consumer goods. By leveraging AI-driven data tools, it is possible to bypass these flawed headline numbers to analyze personalized economic impacts, such as how specific demographic profiles experience inflation differently. This granular approach empowers individuals to move beyond partisan narratives and develop a more accurate, evidence-based understanding of the current economic landscape.
Sign in to continue reading, translating and more.
Open full episode in Podwise