Analyst publishes second Four Charts for Sunday post

4 articles · Updated · robinjbrooks.substack.com · May 10

Marking a year of daily Substack posts, the piece warns of AI-driven job losses in New York, San Francisco and Washington, DC, and argues the bigger risk is deflation, not inflation.
It says prime-age US male labour-force participation is already as low as Italy's, and that automation in services could trigger a new rust-belt-style shock across major urban hubs.
The post also says France's fiscal policy is out of control, Italy's cash deficit is far worse than reported accrual figures, and ECB yield-capping has weakened euro zone budget discipline.

As AI threatens millions of white-collar jobs, will deflation or a new productivity boom define our economic future?

Will AI create a new 'rust belt' in major cities, or will it spark an unprecedented economic and social revitalization?

With French and Italian deficits soaring, can the Euro zone escape its fiscal crisis without a fundamental change in the ECB's power?