Veronica Clark sees the labor market as stable but fragile, with low hiring rates that could push unemployment higher in summer. She expects the Fed cannot cut rates soon due to inflation risks, but later in the year weakness could allow cuts. She is more concerned about an AI-driven equity correction than job losses from AI.
implicit
explicit
RUT
Oil
Metals
USD
Citigroup
8.5
Investment Bank $1800.00B
Veronica Clark 8.5
Investment Bank $1800.00B
Veronica Clark 8.5
6/5/2026 2:32:35 PM
ndx
The issues with AI I am more worried about are any kind of sentiment correction, equity correction, maybe like what we're experiencing this week.
| 5/4/2026 8:42:52 PM | short term cautious up | 6 days later | +4.66% | +2.33% |
| 11/7/2025 10:30:49 PM | short term cautious down | 7 days later | -3.17% | +1.58% |
| 10/28/2025 5:13:47 PM | short term cautious up | 5 days later | -0.56% | -0.28% |
| 10/28/2025 3:52:52 PM | short term up | 5 days later | -0.56% | -0.56% |
| 10/24/2025 8:04:31 PM | short term up | 7 days later | +0.59% | +0.59% |
| 9/23/2025 7:37:45 PM | medium term up | 20 days later | +0.31% | +0.31% |
| 9/8/2025 9:12:11 PM | medium term up | 20 days later | +3.24% | +3.24% |
| 9/8/2025 4:30:00 PM | short term cautious up | 6 days later | +1.90% | +0.95% |
| 9/4/2025 1:39:08 AM | short term up | 5 days later | +0.83% | +0.83% |
| 8/29/2025 9:52:50 PM | medium term cautious up | 20 days later | +6.59% | +3.29% |
| 7/22/2025 2:32:12 PM | medium term up | 20 days later | +2.92% | +2.92% |
yields
Veronica Clark says the Fed cannot cut rates soon and core PCE will remain strong, but later in the year cuts become possible if labor market weakens. This suggests yields stay elevated in the short term but could decline later.
