On AI, Earnings & France

Is AI really the jobs disrupter it’s chalked up to be? Melissa distills the research on how much AI has displaced human work, which industries are most affected, and which worker populations are out of luck. … Also, Joe notes a surprising trend: Early Q3 earnings reports for S&P 500 companies have pushed analysts’ aggregate Q4 consensus estimate up, instead of down as usual. … And: William takes us to France, where President Macron’s ambitious economic reforms are unraveling. His deficit-reduction plan seems unlikely to pass, and the Bond Vigilantes are circling.