Don’t hold your breath for the great AI job reshuffle, says Goldman Sachs—there’s little evidence of ‘too many coders and not enough plumbers’

Good morning. On Fortune’s radar today:

• Markets skeptical of Iran relief rally
• Fed is forgetting the basics, warns top economist
• Asia is gaining chip pricing power
• Americans are in vacation mode
• Bond market needs to see some hawks

This story was originally featured on Fortune.com