The Atlanta Fed doubles its Q4 forecast from 2.7% to 5.4%. Productivity rises 4.9% while hours worked stay flat. Firms are scaling silicon instead of headcount, and the macro data finally shows it.
The counterweight is the strangest item in the batch: removing rote work has left humans with nothing but high-intensity decisions, and CEOs report their staff are mentally finished by Friday. The micro-breaks were load-bearing.