US Monthly Economic Insights for February 2026

This report presents the US Monthly Economic Insights for February 2026, focusing on key trends in the labor market and skills development. It highlights the skills that are rising in demand, particularly in technical AI and communication areas. The report notes a sustained hiring rebound in December, with a year-over-year decline in hiring rates, particularly in government administration. It details the performance of various sectors, indicating that construction and technology are showing slight growth, while San Francisco experiences significant declines in hiring compared to pre-pandemic levels. Additionally, the report discusses the impact of rapid advances in AI on the software engineering labor market, noting a shift in job placements for computer science graduates towards non-software engineering roles. The data center workforce is also expanding, with job postings increasing significantly, reflecting the growing demand for data center professionals and the need for upskilling in AI-related competencies.