David Busch describes the "data fog" in the background of the economy, making it hard for the Federal Reserve to make a rate decision in December. On the labor market, he says it is "slowing down" but does point to new ADP numbers as a source of some real-time information. David's watching layoff announcements saying there will likely be a larger unemployment rate once the federal government data is released. For investors, he says to look beyond large cap growth and find the companies that will support the A.I. buildout.