Bloomberg Surveillance Iran Endgame in Question as Geopolitical Stress Deepens
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Mar 5, 2026 Wayne Sanders, former military officer turned defense analyst, breaks down munitions, stockpiles and limits of air power. Wendy Schiller, Brown political scientist, explains war powers, primaries and electoral stakes. Fiona Greig, Vanguard policy head, reveals what 401(k) data says about the labor market and young savers. John Ryding, market economist, links geopolitical shocks to inflation, energy and monetary policy.
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Capital Spending Drives Recent Productivity Surge
- Ryding attributes the productivity upswing mainly to capital spending, with AI only beginning to contribute.
- He suggests COVID and work-from-home expanded labor access and that productivity swings can last 10–25 years.
Low Hire Low Fire Signals Labor Market Friction
- Ryding flags a worrying labor-market feature: low hiring and low firing, indicating sclerotic internal mobility.
- He warns AI may reduce entry-level hires, impeding on-the-job training that monetary policy cannot fix.
Auto Enrollment Creates Better Portfolios For Young Workers
- Greig notes younger workers now auto-enrolled into target-date funds, producing textbook allocations with higher equity exposure.
- She says this professionalized default investing improves retirement readiness versus prior generations.