March 2026 Payroll Gains
Healthcare
+76,000
Construction
+26,000
Transportation
+21,000
Social Assistance
+14,000
Key Signals
+39%
Azure revenue YoY — FY26 Q2
3.6%
Annual electricity demand growth — strongest since 2000
3 Clocks
Hiring, bottlenecks, and buildouts move on different timelines