Happy Monday! The NY Fed’s Consumer Inflation Expectations survey shows modest upticks: 1Y +0.1% to 3.2%, 3Y and 5Y unchanged at 3% and 2.9% respectively. Market opens with Nasdaq (+0.5%) at intraday record high, while Russell 2000 (-0.05%) slips. Jobs report disappoints with tepid 22K additions and manufacturing sector losing 12K jobs.

Moody’s Analytics flags a third of U.S. states possibly in recession, with states like Georgia and Washington affected. Wall Street speculates on AI boom’s future amid contradictory reports from MIT and Stanford. Apollo data shows AI adoption rates slowing after a peak in July. Stay tuned for upcoming economic reports and data this week after Friday’s disappointing jobs report.

Read more at Yahoo Finance: Three big ideas to start the week