Goldman Sachs says AI is coming for the jobs market in 2026
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Goldman Sachs warns that AI's impact on the labor market will become evident in 2026, predicting job losses in AI-exposed industries at about 20,000 per month. While the current employment figures remain stable, the trend shows companies are increasingly using AI to reduce hiring and cut costs. This shift poses a macroeconomic risk that markets are not currently pricing in, as automation could disrupt the labor market independently of the business cycle. Opportunities may arise in high-cost industries, despite current challenges.
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