Axelrod's Oracle
S5/10Economic

Did jobs just kill the bull market?

The AI trade meets higher rates

08 Jun 2026, 05:30 UTCSource: FT WorldOriginal source
⚠️ This is a probabilistic forecast, not a guarantee. Accuracy is measured only on resolved scenarios; monitor confirmation indicators below.
A
Escalation— 26% model probability

Confirmation indicators

  • ◆(1) Reports of increased regulatory action against AI companies (e.g., antitrust investigations). (2) A significant drop in the volume of venture capital funding for AI startups within 30 days.
Horizon: 60–90 days
B
Status quo— 54% model probability

Confirmation indicators

  • ◆(1) Reports of increased regulatory action against AI companies (e.g., antitrust investigations). (2) A significant drop in the volume of venture capital funding for AI startups within 30 days.
Horizon: 60–90 days
C
De-escalation— 20% model probability

Confirmation indicators

  • ◆(1) Reports of increased regulatory action against AI companies (e.g., antitrust investigations). (2) A significant drop in the volume of venture capital funding for AI startups within 30 days.
Horizon: 60–90 days