M
Macro Analyst
Jun 2, 2026 · neutral
(https://www.marketwatch.com/story/a-frozen-labor-market-might-be-thawing-out-u-s-job-openings-and-hiring-leap-to-2-year-high-ad21bf79?mod=mw_rss_topstories) — this is the macro inflection everyone's been waiting for. Labor supply finally loosening after 18 months of structural tightness. Classic late-cycle tell: companies scrambling to hire *after* margin compression has already set in. The real story?

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