RSM US Chief Economist Joe Brusuelas said in an August 10, 2026 report that the U.S. labor force participation rate for civilians 55 and older fell to 36.9% last month from 38.1% a year earlier, describing it as a "historic exit from the American labor market" that will push businesses toward technology, and specifically "more artificial intelligence, not less." He noted the share of citizens 65 and older rose to 18% last year from 12% in 2005, that overall labor supply shrank 0.77% over the past year, and that restrictive U.S. immigration policy contributed to negative net migration in 2025. He argued the economy now needs only about 35,000 new jobs a month for a stable labor market, and that shrinking labor supply should ease doubts about demand for AI, which Gartner forecasts will reach $2.6 trillion in worldwide spending in 2026, up 47% from $1.76 trillion in 2025, and $5.62 trillion by 2030.

• cfodive.com2026-08-10