U.S. Treasury Secretary Bessent said he believes Druckenmiller lost money on the day he published that op-ed.

Bank of Russia expects fuel shortages to normalize and says their impact on inflation will be limited.

JP Morgan’s markets intelligence team says AI’s near-term employment impact is producing clear role-level divergence and substantial implementation frictions. The report cites Meta consideration of shifting up to 60% of some teams’ work into AI-agent supervised workflows, while internal data show productivity gains from autonomous agents have fallen short of expectations. Labor-market signals diverge: software-developer hiring declined after the pandemic but begins to rebound from H2 2025 as firms increase demand for senior engineers, systems designers and AI-integration talent; travel agencies show AI-agent penetration but overall industry headcount remains broadly stable.